Aditya Birla Sun Life Retirement Fund vs Tata Retirement Savings Fund compare

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tortoise-icon Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

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tortoise-icon Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Fund Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹402 Cr ₹2089 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹150
Min Addl Investment ₹1000 ₹1000
Launch Date 11 Mar 2019 01 Nov 2011
Category Retirement Funds Retirement Funds
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI BSE India Bond Index
Turn Over 6% 64.15%
Expense Ratio 2.41 2
Manager Dhaval Joshi Murthy Nagarajan
ISIN Code INF209KB1H99 INF277K01FG0
Exits Load Data not available./365 Tata Retirement Savings Fund - Regular Plan - Progressive Plan - Growth charges 1.0% of sell value;. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
1 Month -6.68% -6.98%
6 Month -3.48% -1.98%
1 Year 10.63% 15.56%
3 Year 11% 13.66%
5 Year 11.25% 14.48%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
6 Month - -
1 Year 7.86% 14.85%
3 Year 17.49% 22.15%
5 Year 15.35% 19.24%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
1 Year 11.96% 14.41%
3 Year 11.95% 15.76%
5 Year 13.54% 14.66%

Risk Management

Scheme Name Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Standard Deviation 11.61% 11.38%
Sharp 0.68% 0.88%
Beta 0.85% 1.64%
Alpha -3.34% 11.76%

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Fund Managers

Scheme Name Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Name Dhaval Joshi Murthy Nagarajan
Total AUM ₹361932 Cr ₹18015 Cr
Fund Manage 55 11
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option

Others 2.79 8.55
Large Cap 52.94 33.77
Small Cap 25.15 36.32
Mid Cap 19.14 21.36

Sector Allocation

Scheme Name

Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option

Others 2.79 8.55
Petroleum Products 4.06 2.78
IT - Software 8.23 8.87
Household Products 1.68 2.21
Construction 5.62 -
Banks 21.16 10.66
Non - Ferrous Metals 1.37 -
Pharmaceuticals & Biotechnology 6.57 -
Healthcare Services 2.82 -
Auto Components 5 3.21
Personal Products 1.3 -
Transport Services 0.84 -
Electrical Equipment 3.67 1.05
Insurance 3.7 4.73
Retailing 2.65 3.15
Oil 1.48 1.73
Consumer Durables 6.7 4.25
Leisure Services 0.95 -
Finance 2.35 2.19
Industrial Products 1.08 3.6
Telecom - Services 3.06 -
Chemicals & Petrochemicals 1.54 4.37
Cement & Cement Products 3.52 2.94
Food Products 1.46 2.43
Power 2.31 -
Realty 3.03 1.55
Automobiles 1.08 1.93
Gas - 2.42
Capital Markets - 5.49
Diversified FMCG - 4.04
Agricultural Food & other Products - 1.82
Industrial Manufacturing - 3.7
Diversified - 1.23
Financial Technology (Fintech) - 1.78
Fertilizers & Agrochemicals - 1.87
Media - 0.63
Transport Infrastructure - 1.84
Beverages - 3.82
Entertainment - 1.16

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