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

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

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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)	₹427 Cr	₹2117 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	2.01
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

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	0.24%	0.21%
6 Month	5.08%	-0.69%
1 Year	3.71%	-3%
3 Year	14.36%	14.59%
5 Year	13.11%	13.98%

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	3.58%	1.51%
1 Year	18.83%	10.05%
3 Year	15.61%	13.31%
5 Year	13.8%	13.29%

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	9.91%	13.44%
3 Year	12.47%	15.62%
5 Year	14.33%	15.02%

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	13.19%	11.38%
Sharp	0.64%	0.71%
Beta	0.95%	0.95%
Alpha	-0.76%	-0.67%

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
Funds Managed	55	11
	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth	Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option

Scheme Name	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth	Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Others	9.62	4.01
Large Cap	43.13	48.41
Small Cap	27	18.84
Mid Cap	20.24	28.74

Scheme Name	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth	Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Others	4.25	4.01
Energy	2.03	-
Utilities	3.12	-
Technology	10.75	-
Consumer Defensive	7.13	-
Consumer Cyclical	12.65	-
Industrials	14.68	-
Basic Materials	9.75	-
Financial Services	25.26	-
Healthcare	7.5	-
Real Estate	2.88	-
Petroleum Products	-	4.93
Gas	-	2.28
Food Products	-	3.8
Construction	-	1.54
Banks	-	13.21
Capital Markets	-	11.97
Diversified FMCG	-	3.7
Consumer Durables	-	7.43
Agricultural Food & other Products	-	2.11
Diversified	-	1.32
Oil	-	1.57
Auto Components	-	1.88
Household Products	-	2.08
Chemicals & Petrochemicals	-	4.86
Finance	-	5.55
Industrial Products	-	3.74
IT - Software	-	6.39
Realty	-	2.63
Transport Infrastructure	-	1.48
Retailing	-	5.57
Insurance	-	0.95
Beverages	-	4.79
Healthcare Services	-	2.21