Nippon INDIA Retirement FUND - Wealth Creation Scheme

NAV · Direct-Growth

₹33.20-0.07-0.22%

As of 18 Aug 2026 · AMFI

NAV growth+2.7%

Aug ’25Aug ’26

Arthkar verdictSolid on the numbers

Consistency

Strong

positive in 10 of 11 years

1Y return

+2.7%

3Y CAGR

+13.6%

5Y CAGR

+12.9%

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

14.9%

3Y std dev

Go deeper on Nippon INDIA Retirement FUND - Wealth Creation Scheme

Two data-only views, computed from this fund's real NAV history — no projections.

Nippon INDIA Retirement FUND - Wealth Creation Scheme SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Nippon INDIA Retirement FUND - Wealth Creation Scheme real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Long-run track record: about 12.9% CAGR over 5 years. Worst historical drawdown: -45% in Mar 2020, recovered in 10 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF204KA1B72

NAV (Direct-Growth)

₹33.2003

Last 1Y

+2.69%

Aug 25Min ₹28.85 · Max ₹33.54 · 245 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-44.9%

Peak ₹15.10 on 23 Jan 2018 → trough ₹8.32 on 23 Mar 2020 (26 months down).

Recovered in 10 months· 11 Jan 2021

Feb 2016

-19.6%

Peak ₹10.77 on 7 Aug 2015 → trough ₹8.66 on 25 Feb 2016 (7 months down).

Recovered in 5 months· 25 Jul 2016

Jun 2022

-18.7%

Peak ₹20.41 on 18 Oct 2021 → trough ₹16.59 on 17 Jun 2022 (8 months down).

Recovered in 5 months· 28 Nov 2022

Feb 2025 — ongoing

-18.3%

Peak ₹34.29 on 27 Sept 2024 → trough ₹28.01 on 28 Feb 2025 (5 months down).

Not yet recovered

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-0.62%	—	—
1M	+0.87%	—	—
3M	+6.00%	—	—
6M	-0.09%	—	—
YTD	+1.38%	—	—
1Y	+2.69%	—	—
2Y	+1.18%	—	—
3Y	+13.61%	—	—
5Y	+12.93%	—	—
7Y	+14.17%	—	—
10Y	+11.81%	—	—

Available plans & options

PlanOptionFull nameISIN

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