• 1 Year Returns: -4.65%
• 3 Year Returns: 9.49%
• 5 Year Returns: 10.26%

• Private Banks | 19.20%
• IT Services & Consulting | 7.52%
• Pharmaceuticals | 5.64%
• Power Generation | 5.42%
• Specialized Finance | 5.17%

• ICICI Bank Limited | 7.53%
• HDFC Bank Limited | 7.26%
• Reliance Industries Ltd | 4.19%
• Axis Bank Limited | 4.16%
• Infosys Limited | 3.99%

• Equity | 99.51%
• Cash & Equivalents | 0.49%
• Corporate Debt | N/A%

The alpha ratio for the Nippon India Retirement Fund-Wealth Creation is 0.62

Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

The volatility or standard deviation for the Nippon India Retirement Fund-Wealth Creation is 14.28

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the Nippon India Retirement Fund-Wealth Creation is -0.60

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the Nippon India Retirement Fund-Wealth Creation is -0.06

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.