Aditya Birla Sun Life Retirement Fund vs Tata Retirement Savings Fund compare
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Chart Comparison
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 |
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% |
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% |
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% |
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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Get Free Experts GuidanceScheme 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 |
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 |
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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