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Jama - NIPPON INDIA RETIREMENT FUND


NIPPON INDIA RETIREMENT FUND


Other-Solution Oriented Retirement
NAV : 19.2077
(+0.007699999999999818
arrow_upward
)
AUM : ₹2 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
1.14%2.18%7.91%12.09%5.42%8.31%NA



NAV History



Expense Ratio Trends


Fund Details

An open ended retirement solution oriented scheme having a lock-in of 5 years or till retirement age
NAV19.2077
Launch Date11-02-2015
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP-
Expense Ratio105.0%
Exit Load : Entry Load Nil Exit Load i. 1% if redeemed/switched out from Reliance Retirement Fund before attainment of 60 years of age. ii. Nil in case of Auto SWP/Redemption/Switch out from Reliance Retirement Fund on or after attainment of 60 years of age or after completion of 5 year lock in period whichever is later. iii. Nil in case of switch made from Wealth Creation Scheme to Income Generation Scheme or vice versa iv. Nil in case of Auto Transfer from Wealth Creation Scheme to Income Generat


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,03,878₹1,03,593₹285
After 1 year₹1,12,091₹1,10,914₹1,177
After 3 years₹1,27,070₹1,22,498₹4,572
After 20 years₹4,93,886₹3,86,832₹1,07,055

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


   



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :




Returns assumed : 8.31% Past 3 yr Data




Fund Objective:
The investment objective of the scheme is to provide capital appreciation and consistent income to the investors which will be in line with their retirement goals by investing in fixed income oriented portfolio with a low to moderate exposure (upto 30%) in equities. Thus the fund attempts to generate potentially higher returns by combining stability of fixed income along with growth possibilities of equities. On the fixed income allocation the fund will attempt to have an optimal blend of duration and accruals with investments in high quality instruments. The equity portfolio will be invested pre-dominantly in large cap companies with tactical allocation to mid cap stocks. The fund is well suited for investors in the post-retirement phase seeking regular income with lower volatility.
Fund Manager:
Sanjay Doshi