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Axis Retirement Savings Fund vs Tata Retirement Savings Fund compare
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Axis Retirement Fund - Dynamic Plan - Regular Growth
Chart Comparison
Overview
| Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Fund | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹2178 Cr | ₹334 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹150 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 Nov 2011 | 20 Dec 2019 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Bond Index | BSE India Bond Index |
| Turn Over | 64.15% | 32.33% |
| Expense Ratio | 2.01 | 2.42 |
| Manager | Murthy Nagarajan | Vinayak Jayanath |
| ISIN Code | INF277K01FG0 | INF846K01T44 |
| Exits Load | Tata Retirement Savings Fund - Regular Plan - Progressive Plan - Growth charges 1.0% of sell value;. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Month | -4.03% | -1.3% |
| 6 Month | 6.84% | 6.21% |
| 1 Year | -1.62% | 1.71% |
| 3 Year | 16.74% | 14.13% |
| 5 Year | 17.05% | 15.17% |
SIP Return Analysis
| Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | 5.4% | 4.16% |
| 1 Year | 5.05% | 4.53% |
| 3 Year | 16.1% | 15.48% |
| 5 Year | 14.96% | 13.43% |
Rolling Lumpsum Returns
| Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Year | 14.24% | 16.39% |
| 3 Year | 15.62% | 12.09% |
| 5 Year | 14.81% | 14.36% |
Risk Management
| Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Standard Deviation | 13.43% | 12.36% |
| Sharp | 1.03% | 0.89% |
| Beta | 0.89% | 1.24% |
| Alpha | 0.96% | -0.58% |
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Fund Managers
| Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Name | Murthy Nagarajan | Vinayak Jayanath |
| Total AUM | ₹18015 Cr | ₹0 Cr |
| Funds Managed | 11 | 18 |
| Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
Market Cap
| Scheme Name |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 4.73 | 16.16 |
| Large Cap | 44.23 | 53.03 |
| Small Cap | 25.61 | 13.61 |
| Mid Cap | 25.43 | 17.21 |
Sector Allocation
| Scheme Name |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 4.73 | 11.47 |
| Energy | 6.05 | 6.19 |
| Utilities | 4.39 | 2.47 |
| Consumer Defensive | 13.4 | 2.98 |
| Financial Services | 27.71 | 26.55 |
| Technology | 11.56 | 9.02 |
| Healthcare | 0.74 | 9.37 |
| Basic Materials | 6.34 | 4.65 |
| Consumer Cyclical | 11.26 | 8.23 |
| Industrials | 11.64 | 12.24 |
| Real Estate | 2.06 | 2.97 |
| Communication Services | 0.12 | 3.85 |
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