Nippon India Retirement Fund- Wealth Creation Scheme is a mutual fund run by Nippon India Mutual Fund. On 30-09-2026, it managed ₹2,939 Cr of investors' money. In the 3 years to 30-10-2026, its Direct plan returned 9.8% a year and its Regular plan returned 8.8% a year. Its benchmark, BSE 500 TRI, returned 9.9% a year over the same 3 years.
NAV (Direct plan)
₹30.44
▼ 0.45% · 30-10-2026
NAV (Regular plan)
₹26.69
▼ 0.45% · 30-10-2026
Expense ratio
1.27%Direct2.24%Regular
1.27%
A year
Riskometer
Not available
Set by the fund house
3 year return
9.8%Direct8.8%Regular
9.8%
A year
Nippon India Retirement Fund- Wealth Creation Scheme NAV Today
NAV on 30-10-2026: Direct Plan Growth ₹30.44 (down 0.45% that day); Regular Plan Growth ₹26.69 (down 0.45% that day).
This fund (Direct plan)
₹30.4376
Nippon India Retirement Fund- Wealth Creation Scheme Returns vs BSE 500 TRI
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
Trailing returns
Period
1M
3M
6M
1Y
3Y
5Y
10Y
This fund (Direct)
−2.17%
−7.48%
−4.28%
−8.68%
+9.81%
+9.35%
+10.57%
This fund (Regular)
−2.25%
−7.71%
−4.73%
−9.54%
+8.78%
+8.29%
+9.43%
BSE 500 TRI
−0.87%
−6.09%
−2.95%
−7.66%
+9.89%
+8.65%
+12.51%
Category average
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Best in category
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Worst in category
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Rank in category
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No category comparison is shown: this fund's category is too broad to compare, or has fewer than five funds.
Nippon India Retirement Fund- Wealth Creation Scheme Year-wise Returns
Return of each calendar year
Year
Direct
Regular
BSE 500 TRI
2026to date
−7.05%
−7.77%
−7.81%
2025
+2.00%
+1.05%
+7.63%
2024
+21.64%
+20.48%
+15.81%
2023
+32.38%
+31.07%
+26.55%
2022
+2.66%
+1.62%
+4.77%
2021
+33.45%
+32.13%
+31.63%
Nippon India Retirement Fund- Wealth Creation Scheme Rolling Returns
The return of every holding period in the fund's history, not only the one that ends today
Rolling returns
Each point is the yearly return of one 3-year holding period, plotted on the day it ended. There are 2,144 periods, one for each trading day from 14-02-2018 to 30-10-2026.
−10%0%10%20%30%40%
Nippon India Retirement Fund- Wealth Creation Scheme (Direct)
BSE 500 TRI
Oct 2015 to Oct 2018Apr 2017 to Apr 2020Oct 2018 to Oct 2021Apr 2020 to Apr 2023Sept 2021 to Sept 2024Feb 2023 to Feb 2026
Nippon India Retirement Fund- Wealth Creation Scheme (Direct)BSE 500 TRI
9%
2%
Below 0%
5%
5%
0-5%
17%
9%
5-10%
31%
32%
10-15%
18%
34%
15-20%
17%
13%
20-25%
4%
4%
Above 25%
Every holding period at a glance
Period
Periods
Median
Lowest
Highest
With a loss
Benchmark median
Beat benchmark
1 year
2,637
7.8%
−40.9%
89.0%
24%
10.2%
41%
2 years
2,392
13.3%
−21.6%
49.6%
14%
15.4%
38%
3 years
2,144
13.0%
−10.7%
31.3%
9%
15.1%
41%
5 years
1,654
11.6%
−3.4%
29.2%
2%
15.1%
24%
7 years
1,159
12.0%
7.5%
15.0%
0%
14.7%
0%
10 years
420
12.2%
10.3%
14.2%
0%
14.2%
0%
Every SIP holding period at a glance
Period
Periods
Median
Lowest
Highest
With a loss
Benchmark median
Beat benchmark
1 year
129
8.9%
−58.4%
66.1%
23%
12.4%
41%
2 years
117
13.9%
−36.4%
41.6%
15%
13.8%
36%
3 years
105
15.0%
−25.7%
31.4%
10%
15.4%
40%
5 years
81
12.9%
−11.8%
27.3%
7%
16.3%
37%
7 years
57
14.5%
7.9%
20.8%
0%
15.9%
14%
10 years
21
13.4%
11.2%
14.9%
0%
14.9%
0%
Lumpsum: the yearly rate (CAGR) from the NAV on a period's first day to the NAV on its last. SIP: the XIRR of the monthly instalments and their value on the last day. "With a loss" counts the periods that ended below the money put in. "Beat benchmark" counts the periods in which the fund did better than BSE 500 TRI over the same days. Past returns do not promise future returns.
Nippon India Retirement Fund- Wealth Creation Scheme Risk
How much it swings, and the falls an investor had to sit through
Risk and return
Measure
Nippon India Retirement Fund- Wealth Creation Scheme (Direct)This fund
BSE 500 TRI
Return (CAGR)
−8.68%
−7.66%
Standard deviation
14.74%
14.32%
Sharpe ratio
-0.94
-0.90
Sortino ratio
-1.26
-1.19
Maximum drawdown
−13.4%
(31-03-2026)
−14.8%
(30-03-2026)
Beta
1.02
1.00
Alpha
−0.78%
0.00%
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.
Measure
Nippon India Retirement Fund- Wealth Creation Scheme (Direct)This fund
BSE 500 TRI
Return (CAGR)
+9.81%
+9.89%
Standard deviation
14.50%
14.19%
Sharpe ratio
0.26
0.27
Sortino ratio
0.35
0.37
Maximum drawdown
−18.3%
(28-02-2025)
−18.7%
(28-02-2025)
Beta
1.01
1.00
Alpha
−0.11%
0.00%
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.
Measure
Nippon India Retirement Fund- Wealth Creation Scheme (Direct)This fund
BSE 500 TRI
Return (CAGR)
+9.35%
+8.65%
Standard deviation
14.44%
14.29%
Sharpe ratio
0.25
0.20
Sortino ratio
0.33
0.27
Maximum drawdown
−18.5%
(17-06-2022)
−18.7%
(28-02-2025)
Beta
0.99
1.00
Alpha
+0.71%
0.00%
From daily NAVs, 29-10-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.
Measure
Nippon India Retirement Fund- Wealth Creation Scheme (Direct)This fund
BSE 500 TRI
Return (CAGR)
+10.57%
+12.51%
Standard deviation
16.36%
16.03%
Sharpe ratio
0.32
0.44
Sortino ratio
0.42
0.59
Maximum drawdown
−44.9%
(23-03-2020)
−38.1%
(23-03-2020)
Beta
1.00
1.00
Alpha
−1.96%
0.00%
From daily NAVs, 28-10-2016 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.
Measure
Nippon India Retirement Fund- Wealth Creation Scheme (Direct)This fund
BSE 500 TRI
Return (CAGR)
+9.93%
+11.25%
Standard deviation
16.26%
15.92%
Sharpe ratio
0.26
0.35
Sortino ratio
0.35
0.47
Maximum drawdown
−44.9%
(23-03-2020)
−38.1%
(23-03-2020)
Beta
1.00
1.00
Alpha
−1.33%
0.00%
From daily NAVs, 13-02-2015 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
−50%−40%−30%−20%−10%0%
Nippon India Retirement Fund- Wealth Creation Scheme (Direct)
BSE 500 TRI
201620182020202220242026
Nippon India Retirement Fund- Wealth Creation Scheme (Direct)BSE 500 TRI
Worst fall
High before it
Bottom
Back at the high
Time to climb back
Below its high today
Nippon India Retirement Fund- Wealth Creation Scheme (Direct)
−44.9%
23-01-2018
23-03-2020
11-01-2021
10 months
−11.2%
BSE 500 TRI
−38.1%
17-01-2020
23-03-2020
06-11-2020
7 months
−9.4%
From the Direct plan's daily NAV since 13-02-2015, adjusted for unit splits, and BSE 500 TRI over the same days. "Time to climb back" runs from the bottom to the first day back at the old high.
Nippon India Retirement Fund- Wealth Creation Scheme Expense Ratio and Costs
What each plan charges a year, in force from 23-10-2026
Plan
Base expense ratio
Brokerage
Transaction costs
Levies and GST
Total expense ratio
Direct
0.87%
0.08%
0.00%
0.32%
1.27%
Regular
1.69%
0.08%
0.00%
0.47%
2.24%
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, the cost of executing trades, and statutory levies with GST. From AMFI's expense ratio file.
Direct vs Regular: what the gap cost
Both plans own the same portfolio, so the difference in what they earned is the Regular plan's extra cost, taken out of its NAV.
Over the last
Regular
Direct
Direct earned more by
₹1 lakh became (Regular)
₹1 lakh became (Direct)
1 year
−9.54%
−8.68%
0.86%
₹90,460
₹91,320
3 years
8.78%
9.81%
1.03% a year
₹1,28,720
₹1,32,411
5 years
8.29%
9.35%
1.06% a year
₹1,48,916
₹1,56,349
10 years
9.43%
10.57%
1.14% a year
₹2,46,243
₹2,73,132
Returns over more than 1 year are a rate a year (CAGR). ₹1 lakh invested once at the start of each period, valued on the last NAV.
Nippon India Retirement Fund- Wealth Creation Scheme SIP Calculator
What a one-time or monthly investment in this fund would be worth today, from its own NAV history
Growth of an investment
Step up each year
PeriodFor
₹10,000 on the first trading day of every month, from 13-02-2015 to 30-10-2026: 141 instalments, ₹14,10,000 in all.
Investment
Invested
Value now
Gain
Return a year
Direct planNippon India Retirement Fund- Wealth Creation Scheme (Direct)
₹14,10,000
₹27,32,834
₹13,22,834
10.7%
Regular planNippon India Retirement Fund- Wealth Creation Scheme (Regular)
₹14,10,000
₹25,43,055
₹11,33,055
9.6%
BSE 500 TRI
₹14,10,000
₹29,98,984
₹15,88,984
12.2%
₹0₹10.0 L₹20.0 L₹30.0 L₹40.0 L
Direct planNippon India Retirement Fund- Wealth Creation Scheme (Direct)
Regular planNippon India Retirement Fund- Wealth Creation Scheme (Regular)
BSE 500 TRI
Amount invested
201620182020202220242026
Direct planNippon India Retirement Fund- Wealth Creation Scheme (Direct)Regular planNippon India Retirement Fund- Wealth Creation Scheme (Regular)BSE 500 TRIAmount invested
From each plan's published NAV (Growth option), the benchmark's TRI, over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Nippon India Retirement Fund- Wealth Creation Scheme Asset Allocation
Asset allocation as on 30-09-2026
What the fund holds
98.9%Equity
Asset
Fund
Equity
98.9%
Cash and others
1.1%
Market cap of stocks
Market cap
Fund
Large Cap
61.5%
Mid Cap
26.1%
Small Cap
10.3%
Not on AMFI's list
1.1%
Share of the whole fund. Groups follow AMFI's latest list, as SEBI defines them: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Nippon India Retirement Fund- Wealth Creation Scheme Sector Allocation
Sector allocation of the fund's stocks as on 30-09-2026
Largest sectors
Banks22.0%
Power6.8%
Pharmaceuticals & Biotechnology5.5%
Finance5.4%
Retailing5.3%
IT - Software4.6%
Automobiles4.3%
Petroleum Products4.1%
Beverages3.5%
Consumer Durables3.2%
The ten largest of 29 sectors. The other 19 add up to 34.3%.
Sector changes
Sector
July 2026
August 2026
September 2026
Change
Banks
22.4%
22.3%
22.0%
−0.4%
Power
5.7%
5.4%
6.8%
+1.1%
Pharmaceuticals & Biotechnology
5.4%
5.6%
5.5%
+0.1%
Finance
6.3%
5.6%
5.4%
−0.9%
Retailing
4.8%
5.0%
5.3%
+0.5%
Each sector's share of the fund at the end of each month. The five largest sectors of September 2026. Change: from July 2026 to September 2026, in % of the fund.
Nippon India Retirement Fund- Wealth Creation Scheme Portfolio Holdings
As on 30-09-2026 · 72 holdings · from the fund house's monthly portfolio
Holdings
Sector / Rating
Weight%
Holdings trend
1M change
HDFC Bank Limited
Banks
7.72%
0.0%
ICICI Bank Limited
Banks
6.89%
−5.5%
Axis Bank Limited
Banks
4.17%
0.0%
Reliance Industries Limited
Petroleum Products
4.14%
0.0%
Infosys Limited
IT - Software
3.72%
0.0%
Mahindra & Mahindra Limited
Automobiles
3.27%
0.0%
JSW Energy Limited
Power
3.03%
0.0%
State Bank of India
Banks
2.94%
0.0%
Alkem Laboratories Limited
Pharmaceuticals & Biotechnology
2.26%
0.0%
Hindustan Aeronautics Limited
Aerospace & Defense
2.14%
0.0%
Vedanta Aluminium Metal Limited
Non - Ferrous Metals
2.01%
0.0%
HDFC Asset Management Company Limited
Capital Markets
1.91%
0.0%
Varun Beverages Limited
Beverages
1.91%
0.0%
InterGlobe Aviation Limited
Transport Services
1.70%
0.0%
Info Edge (India) Limited
Retailing
1.68%
0.0%
NTPC Green Energy Limited
Power
1.68%
+17.9%
Indus Towers Limited
Telecom - Services
1.66%
0.0%
Eternal Limited
Retailing
1.52%
−17.6%
Cholamandalam Investment and Finance Company Ltd
Finance
1.51%
0.0%
Godrej Consumer Products Limited
Personal Products
1.48%
+0.1%
Swiggy Limited
Retailing
1.45%
0.0%
Ambuja Cements Limited
Cement & Cement Products
1.32%
0.0%
Bajaj Finance Limited
Finance
1.31%
0.0%
Blue Star Limited
Consumer Durables
1.29%
0.0%
Max Financial Services Limited
Insurance
1.29%
0.0%
United Spirits Limited
Beverages
1.27%
0.0%
The Indian Hotels Company Limited
Leisure Services
1.24%
0.0%
JSW Infrastructure Ltd
Transport Infrastructure
1.21%
−38.6%
Nestle India Limited
Food Products
1.19%
0.0%
NLC India Limited
Power
1.15%
+222.3%
TD Power Systems Limited
Electrical Equipment
1.10%
0.0%
Endurance Technologies Limited
Auto Components
1.09%
0.0%
LIC Housing Finance Limited
Finance
1.05%
0.0%
Titan Company Limited
Consumer Durables
1.03%
0.0%
Gland Pharma Limited
Pharmaceuticals & Biotechnology
0.99%
−33.3%
TVS Motor Company Limited
Automobiles
0.98%
0.0%
Cummins India Limited
Industrial Products
0.97%
0.0%
Mishra Dhatu Nigam Limited
Aerospace & Defense
0.96%
0.0%
Healthcare Global Enterprises Limited
Healthcare Services
0.94%
0.0%
Bharti Hexacom Limited
Telecom - Services
0.93%
0.0%
Crompton Greaves Consumer Electricals Limited
Consumer Durables
0.92%
0.0%
Container Corporation of India Limited
Transport Services
0.91%
New
Fortis Healthcare Limited
Healthcare Services
0.90%
New
Tata Power Company Limited
Power
0.89%
0.0%
Abbott India Limited
Pharmaceuticals & Biotechnology
0.89%
0.0%
Page Industries Limited
Textiles & Apparels
0.85%
+267.1%
Power Finance Corporation Limited
Finance
0.81%
0.0%
Tube Investments of India Limited
Auto Components
0.81%
+346.9%
ISGEC Heavy Engineering Limited
Construction
0.78%
0.0%
Shriram Finance Limited
Finance
0.76%
0.0%
Tata Motors Ltd
Agricultural, Commercial & Construction Vehicles
0.72%
0.0%
Piramal Pharma Limited
Pharmaceuticals & Biotechnology
0.69%
0.0%
TBO Tek Limited
Leisure Services
0.69%
0.0%
Mankind Pharma Limited
Pharmaceuticals & Biotechnology
0.65%
0.0%
Larsen & Toubro Limited
Construction
0.64%
−66.7%
Avenue Supermarts Limited
Retailing
0.63%
New
Samvardhana Motherson International Limited
Auto Components
0.56%
0.0%
Escorts Kubota Limited
Agricultural, Commercial & Construction Vehicles
0.56%
0.0%
Bharat Heavy Electricals Limited
Electrical Equipment
0.53%
0.0%
Tech Mahindra Limited
IT - Software
0.52%
−64.3%
Indegene Limited
Healthcare Services
0.51%
0.0%
Sharda Motor Industries Ltd.
Auto Components
0.50%
0.0%
Gillette India Limited
Personal Products
0.47%
0.0%
Syngene International Limited
Healthcare Services
0.46%
0.0%
Bajel Projects Limited
Electrical Equipment
0.40%
0.0%
Kaynes Technology India Limited
Industrial Manufacturing
0.36%
−43.4%
ICICI Prudential Life Insurance Company Limited
Insurance
0.34%
0.0%
KPIT Technologies Limited
IT - Software
0.34%
0.0%
United Breweries Limited
Beverages
0.32%
0.0%
AU Small Finance Bank Limited
Banks
0.25%
0.0%
Afcons Infrastructure Limited
Construction
0.19%
0.0%
9% Yes Bank Limited · Bond
ICRA D
0.00%
Nippon India Retirement Fund- Wealth Creation Scheme Stocks Bought and Sold
All changes are between August 2026 and September 2026
More
Stocks bought and sold in September 2026
ICICI Bank Limited
↓Reduced
−5.5%
6.89%
Larsen & Toubro Limited
↓Reduced
−66.7%
0.64%
Eternal Limited
↓Reduced
−17.6%
1.52%
JSW Infrastructure Ltd
↓Reduced
−38.6%
1.21%
NTPC Green Energy Limited
↑Added
+17.9%
1.68%
Godrej Consumer Products Limited
↑Added
+0.1%
1.48%
Tech Mahindra Limited
↓Reduced
−64.3%
0.52%
Gland Pharma Limited
↓Reduced
−33.3%
0.99%
NLC India Limited
↑Added
+222.3%
1.15%
PB Fintech Limited
↓Sold out
−100%
was 0.96%
Container Corporation of India Limited
↑New
New
0.91%
Fortis Healthcare Limited
↑New
New
0.90%
Page Industries Limited
↑Added
+267.1%
0.85%
Tube Investments of India Limited
↑Added
+346.9%
0.81%
Avenue Supermarts Limited
↑New
New
0.63%
Kaynes Technology India Limited
↓Reduced
−43.4%
0.36%
Ellenbarrie Industrial Gases Limited
↓Sold out
−100%
was 0.40%
No stocks in this group for September 2026.
A change is counted by the number of shares the fund holds, not by price. A stock can become a smaller part of the fund in a month when the fund bought more of it, if its price fell. Debt papers are left out.
Overlap: for each holding both funds own, the smaller of its two weights, added up. 40% means 40% of each fund's money sits in positions the other also holds. From each fund's latest monthly portfolio, matched by ISIN. Cash and hedged positions are left out. Funds that overlap under 10% are not listed. A high overlap does not make two funds the same: their costs, lock-in and category can differ.
Nippon India Retirement Fund- Wealth Creation Scheme Overview
Fund facts from the scheme summary document
Expense ratio (Direct)
1.27%
Expense ratio (Regular)
2.24%
Category
Not available
Risk
Not available
Benchmark
Not available
Launch date
Not available
Minimum investment
Not available
Minimum additional investment
Not available
AUM
₹2,938.85 Cr (30-09-2026)
Lock in
Not available
Scheme code (Direct)
133568
ISIN (Direct)
INF204KA1B72
Scheme code (Regular)
133565
ISIN (Regular)
INF204KA1B64
NAV history
From 13-02-2015, 11.7 years
Exit load
Not available
Tax on Nippon India Retirement Fund- Wealth Creation Scheme returns
How the gain is taxed depends on what the fund holds. A fund with 65% or more in Indian stocks is taxed as an equity fund: 20% within 1 year, 12.5% after, on gains above ₹1.25 lakh a year.
A fund with 65% or more in debt is taxed at your slab rate. Any other fund: your slab rate within 2 years, 12.5% after.
IDCW (dividend) payouts are added to your income and taxed at your slab rate.
A stamp duty of 0.005% is deducted when you invest.
Rules in force from 23-07-2024 (Finance Act 2024). Tax depends on your own income; this is general information, not tax advice.
All plans and options
Plan
Option
NAV
As on
direct
Bonus
₹30.4376
30-10-2026
direct
Growth
₹30.4376
30-10-2026
direct
IDCW
₹21.0821
30-10-2026
regular
Bonus
₹26.6935
30-10-2026
regular
Growth
₹26.6935
30-10-2026
regular
IDCW
₹17.9136
30-10-2026
About Nippon India Retirement Fund- Wealth Creation Scheme
Nippon India Retirement Fund- Wealth Creation Scheme is a mutual fund from Nippon India Mutual Fund. At the end of September 2026 it held 72 securities.
Frequently Asked Questions for Nippon India Retirement Fund- Wealth Creation Scheme
What is the current NAV of Nippon India Retirement Fund- Wealth Creation Scheme?
The Direct plan NAV is ₹30.4376. The Regular plan NAV is ₹26.6935, as on 30-10-2026.
What are the returns of Nippon India Retirement Fund- Wealth Creation Scheme?
The Direct plan returned −8.68% in 1 year, +9.81% a year over 3 years, +9.35% a year over 5 years. The Regular plan returned −9.54% in 1 year, +8.78% a year over 3 years, +8.29% a year over 5 years. These figures are as on 30-10-2026.
What is the expense ratio of Nippon India Retirement Fund- Wealth Creation Scheme?
The Direct plan charges 1.27% a year. The Regular plan charges 2.24% a year. This is the figure the fund house reported to AMFI, in force from 23-10-2026.
What is the AUM of Nippon India Retirement Fund- Wealth Creation Scheme?
Nippon India Retirement Fund- Wealth Creation Scheme managed ₹2,938.85 Cr on 30-09-2026, as its fund house reported in its monthly portfolio.
What are the top holdings of Nippon India Retirement Fund- Wealth Creation Scheme?
At the end of September 2026 the largest holdings were HDFCBANK (7.72%), ICICIBANK (6.89%), AXISBANK (4.17%), RELIANCE (4.14%), INFY (3.72%). The fund held 72 securities in all.
What did Nippon India Retirement Fund- Wealth Creation Scheme buy and sell in September 2026?
It bought 3 new stocks: Fortis Healthcare Limited, Container Corporation of India Limited, Avenue Supermarts Limited. It sold out of 2: Ellenbarrie Industrial Gases Limited, PB Fintech Limited. It added shares in 5. It reduced 7.
How do I invest in Nippon India Retirement Fund- Wealth Creation Scheme?
Through Nippon India Mutual Fund's website or app, a mutual fund distributor, or an investment platform. Choose the Direct plan to pay no distributor commission, or the Regular plan to invest through a distributor. You can invest once or through a monthly SIP.
How has Nippon India Retirement Fund- Wealth Creation Scheme performed against its benchmark?
Its benchmark is BSE 500 TRI. The Direct plan returned +9.35% a year over 5 years. The benchmark returned +8.65% a year over 5 years.
Sources: NAV and expense ratio from AMFI. Holdings from the fund house's monthly portfolio statement. Fund facts from its scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.
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