Nippon India Retirement Fund - Wealth Creation Scheme - Bonus
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4–7 yearsInvestment Horizon
HNI,MATarget Segments
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation15.7%
Sharpe Ratio-0.16
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
ICICI Bank LtdFinancial Services8.45%
HDFC Bank LtdFinancial Services7.32%
Reliance Industries LtdEnergy & Infra4.90%
Infosys LtdTechnology3.67%
Larsen & Toubro LtdCapital Goods3.46%
State Bank of IndiaFinancial Services3.44%
Axis Bank LtdFinancial Services3.18%
Bajaj Finance LtdFinancial Services2.88%
Bharti Airtel LtdServices2.61%
NTPC LtdUtilities2.41%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.93%
Regulatory & Tax Information
INF204KA1B80
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)