SolutionRetirement FundDirect · Growth
Nippon India Retirement Fund- Wealth Creation Scheme- Direct Plan- Growth Plan - Growth Option
Nippon India · Scheme 133568
₹33.34▼ 0.61%NAV · 2026-08-05
Average FundScore
AUM
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Expense ratio
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3Y CAGR
13.5%
Risk (SEBI)
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Min SIP
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Benchmark
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NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +2.23% |
| 3 Months | +4.25% |
| 6 Months | +2.15% |
| 1 Year | +3.46% |
| 3 Years (CAGR) | +13.49% |
| 5 Years (CAGR) | +13.23% |
| 10 Years (CAGR) | +11.94% |
| Since Launch | +11.02% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns59
Consistency57
Risk-adjusted21
Downside protection23
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +13.5%
- ✓ 3Y CAGR vs category: +2.7% vs category avg
- ✓ Positive 3Y windows: 90% of rolling 3Y windows positive
- ✓ Return stability: rolling-return std 8.0%
- ✓ Direct plan: no distributor commission
What to watch
- • 1Y return: +3.5%
- • Beat category: beat category in 51% of windows
- • Sharpe ratio: 0.34
- • Sortino ratio: 0.40
Risk metrics
Sharpe ratio
0.34
Sortino ratio
0.40
Volatility
16.53%
Max drawdown
-44.92%
Downside capture
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SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.