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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
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) | ₹411 Cr | ₹2178 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 |
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 | -1.15% | -2.46% |
| 6 Month | 15.58% | 10.89% |
| 1 Year | 4.63% | 0.05% |
| 3 Year | 14.32% | 15.11% |
| 5 Year | 14.72% | 16.41% |
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 | 6.88% | 3.78% |
| 1 Year | 8.76% | 0.85% |
| 3 Year | 14.51% | 13.7% |
| 5 Year | 12.92% | 13.38% |
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 | 11.05% | 13.92% |
| 3 Year | 12.22% | 15.7% |
| 5 Year | 14.04% | 14.9% |
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 | 13.35% | 13.42% |
| Sharp | 0.64% | 0.73% |
| Beta | 0.94% | 0.92% |
| Alpha | -1.10% | 0.30% |
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 |
| 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 |
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 | 6.22 | 6.94 |
| Large Cap | 46.47 | 42.09 |
| Small Cap | 26.49 | 26.04 |
| Mid Cap | 20.82 | 24.94 |
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 | 3.1 | 6.94 |
| Energy | 1.96 | 6 |
| Utilities | 3.24 | 4.23 |
| Technology | 9.82 | 9.67 |
| Consumer Defensive | 8.11 | 13.66 |
| Consumer Cyclical | 9.87 | 10.99 |
| Communication Services | 0 | 0 |
| Industrials | 17.9 | 11.21 |
| Basic Materials | 9.07 | 5.86 |
| Financial Services | 26.1 | 28.72 |
| Healthcare | 7.98 | 0 |
| Real Estate | 2.85 | 2.73 |
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