Nippon India Retirement Fund-Wealth Creation Scheme

November 18, 2025 RA Jainee Leave a reply

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Nippon India Retirement Fund-Wealth Creation Scheme details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com 

NAV Growth: Rs 33.1042 
NAV IDCW: Rs 24.4740 
Bonus NAV: Rs 33.1042 

Suitable For Which Investors? 
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way. 
This is a flexi-cap fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains. This versatility makes flexi-cap funds most suitable for equity fund investors, as the job of stock selection is left completely to the fund manager, which is the very idea of investing in a mutual fund. 
Like for all equity funds, you must invest only through the SIP route. 

Fund’s Investment Strategy: 
The scheme seeks to provide capital appreciation and consistent income to the investors which will be in line with their retirement goals by investing in a mix of securities comprising of equity, equity related instruments and fixed income securities. 

Fund Manager: 

1) Ashutosh Bhargava 
Education: Mr. Bhargava is B.Com & MBA (Finance) 
Experience: Prior to joining Nippon India Mutual Fund he has worked with Reliance Capital Ltd and JP Morgan India Service Pvt. Ltd. 
2) Pranay Sinha 
Education: Mr. Sinha has done B.Tech in Aerospace Engg. from IIT Kharagpur and PGDM with Major in Finance from IIM Calcutta. 
Experience: Prior to joining Nippon India Mutual Fund, he has worked with ABSLAMC, BNP Paribas Bank (October 2010 – August,2014) , Morgan Stanley Investment Management Pvt. Ltd. (March 2008 – October 2010) and ICICI Prudential Asset Management Co. Ltd. ( October 2005 – March 2008).