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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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)	₹431 Cr	₹2108 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	-3.37%	-3.44%
6 Month	-0.35%	-4.94%
1 Year	8.96%	-1.96%
3 Year	14.78%	14.65%
5 Year	10.38%	11.21%

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	0.21%	-1.47%
1 Year	12.38%	3.62%
3 Year	13.13%	9.8%
5 Year	12.55%	11.4%

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	9.71%	13.34%
3 Year	12.58%	15.62%
5 Year	14.2%	14.97%

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	0.76%	0.74%
Beta	0.96%	0.96%
Alpha	-0.59%	-0.54%

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	10.98	11.4
Large Cap	41.62	45.87
Small Cap	25.09	18.64
Mid Cap	22.3	24.08

Scheme Name	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth	Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Others	2.42	3.65
Energy	2.14	7.31
Utilities	2.89	1.48
Technology	11.93	8.86
Consumer Defensive	7.02	14.56
Consumer Cyclical	13.61	9.09
Industrials	14.62	10.07
Basic Materials	9.56	3.72
Financial Services	25.89	37.26
Healthcare	7.32	2.14
Real Estate	2.6	1.87