Nippon India Retirement Fund Wealth Creation Scheme Direct Growth

Scheme code: INF204KA1B72 NAV value: ₹ 29.9083 NAV date: 15 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Solution Oriented Asset category: Retirement Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-0.08	52.59	29.26	20.32
3 year	4.01	32.94	18.67	13.44
5 year	-1.51	29.57	10.94	12.17
7 year	7.10	14.87	11.37	11.88
10 year	10.63	11.99	11.35	13.02

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	29.26
3 year	6.28	33.32	15.57	18.67
5 year	0.74	26.02	12.91	10.94
7 year	3.33	15.62	11.64	11.37
10 year	3.49	17.22	10.65	11.35
12 year	3.07	16.17	10.8
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	29.26
3 year	6.56	32.12	15.66	18.67
5 year	1	26.2	12.75	10.94
7 year	3.8	15.42	11.84	11.37
10 year	3.8	18	11.09	11.35
12 year	3.63	16.86	11.19
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	29.26
3 year	7.68	33.37	17	18.67
5 year	0.71	27.63	13.15	10.94
7 year	3.76	16.01	12.04	11.37
10 year	3.56	16.94	10.94	11.35
12 year	3.31	16.54	10.99
15 year	6.56	16.42	10.95

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	23.79	29.26
3 year	8.04	34.46	17.98	18.67
5 year	0.69	28.64	13.53	10.94
7 year	3.97	16.42	12.35	11.37
10 year	3.53	17.72	11.24	11.35
12 year	3.1	16.97	11.25
15 year	6.68	16.96	11.2

Rolling return for 1 year

- Average return: 29.26% - Median return: 35.45% - Average standard deviation: 5.2

Rolling return for 3 year

- Average return: 18.67% - Median return: 19.58% - Average standard deviation: 1.98

Rolling return for 5 year

- Average return: 10.94% - Median return: 10.39% - Average standard deviation: 1.01

Rolling return for 7 year

- Average return: 11.37% - Median return: 11.22% - Average standard deviation: 0.64

Rolling return for 10 year

- Average return: 11.35% - Median return: 11.31% - Average standard deviation: 0.44

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,14,184	1,14,184	9.52
3 year	36,00,000	47,95,029	11,95,029	10.03
5 year	60,00,000	84,82,549	24,82,549	7.17
7 year	84,00,000	1,38,19,923	54,19,923	7.37
10 year	1,20,00,000	2,40,46,243	1,20,46,243	7.20

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	5.83	9.52
3 year	7.35	10.03
5 year	7.28	7.17
7 year	6.36	7.37
10 year	5.93	7.2

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	9.52
3 year	7.51	10.03
5 year	7.25	7.17
7 year	6.38	7.37
10 year	6.15	7.2

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	9.52
3 year	8.25	10.03
5 year	7.64	7.17
7 year	6.58	7.37
10 year	6.21	7.2

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	7.47	9.52
3 year	8.74	10.03
5 year	7.97	7.17
7 year	6.78	7.37
10 year	6.43	7.2

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,14,184 - Absolute Returns: ₹1,14,184 - CAGR: 9.52%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹47,95,029 - Absolute Returns: ₹11,95,029 - CAGR: 10.03%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹84,82,549 - Absolute Returns: ₹24,82,549 - CAGR: 7.17%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,38,19,923 - Absolute Returns: ₹54,19,923 - CAGR: 7.37%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,40,46,243 - Absolute Returns: ₹1,20,46,243 - CAGR: 7.2%