₹ 3,102.31 Cr
1.93%
S&P BSE 500 TRI
INF204KA1B64
500.0
500.0
100
Pranay Sinha, Ashutosh Bhargava, Kinjal Desai
Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
---|---|---|---|
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | 42.93 | 20.56 | 15.18 |
S&P BSE 500 TRI | 34.02 | 18.31 | 17.92 |
Equity
Debt
Others
The scheme seeks to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit.
Company | Holdings (%) |
---|---|
ICICI Bank Ltd. | 7.23 |
Reliance Industries Ltd. | 6.46 |
HDFC Bank Ltd. | 6.17 |
Larsen & Toubro Ltd. | 3.84 |
Axis Bank Ltd. | 3.6 |
Tata Consultancy Services Ltd. | 3.47 |
Bosch Ltd. | 3.23 |
Kaynes Technology India Ltd. | 3.11 |
State Bank of India | 2.68 |
NTPC Ltd. | 2.43 |
Sector | Holdings (%) |
---|---|
Financial | 26.09 |
Capital Goods | 11.58 |
Energy | 9.88 |
Technology | 8.77 |
Services | 7.65 |
Automobile | 7.2 |
Construction | 5.7 |
Metals & Mining | 4.35 |
Healthcare | 3.89 |
Consumer Staples | 3.73 |