Investment type
Nippon India Retirement Fund-WC - Dir (G) is a mutual fund under the Retirement Solutions category, managed by Nippon India Mutual Fund. It was launched on 24 Feb 1995, and has been active for over 30 years. As of 30 Jun 2025 the fund manages assets worth ₹3,276 Crores. The expense ratio is 0.98%.
This fund generated returns of 0.09% in the last 1 year. Since its inception, it has provided an average annual return of 11.97%.
The fund's investments are mainly concentrated in sectors like Banks, IT-Software, Consumer Durables, Finance and Petroleum Products.
The top five holdings in this fund include prominent companies such as ICICI Bank, HDFC Bank, Reliance Industr, Infosys and St Bk of India.
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.
These funds have moderate to low risk, as they gradually shift from growth assets to more conservative investments as you near retirement.
Yes, if you’re planning for retirement and want a fund that adjusts its risk based on your age.
Ideally, until retirement, as these funds are designed to grow over a long period and become safer as you get closer to retirement age.
Yes, though early withdrawal could impact the fund’s growth potential and tax benefits.
Expenses can range from 0.5% to 1.5%, depending on the fund’s mix of assets and management.
By joining our referral program, you agree to our Terms of Use
Powered by Viral Loops.
Invest as little as Re.1 in US Stocks
