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 | Very High |
Asset Size (Cr) | ₹1979 Cr | ₹341 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 | 7.59% | 5.29% |
6 Month | 2.1% | 2.25% |
1 Year | 11.3% | 13.29% |
3 Year | 19.24% | 17.2% |
5 Year | 20.42% | 16.19% |
SIP Return Analysis
Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
6 Month | 5.64% | 4.57% |
1 Year | 4.07% | 5.2% |
3 Year | 17.56% | 16.8% |
5 Year | 15.68% | 14.15% |
Rolling Lumpsum Returns
Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
1 Year | 14.6% | 17.94% |
3 Year | 15.69% | 12.08% |
5 Year | 14.74% | 13.46% |
Risk Management
Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
Standard Deviation | 13.489% | 12.58% |
Sharp | 0.431% | 0.305% |
Beta | - | - |
Alpha | - | - |
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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 | 8.04 | 11.54 |
Large Cap | 39.07 | 55.73 |
Small Cap | 31 | 15.18 |
Mid Cap | 21.88 | 17.55 |
Sector Allocation
Scheme Name |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
Others | 8.9 | 11.54 |
Energy | 4.73 | 6.52 |
Utilities | 2.45 | 2.92 |
Basic Materials | 7.18 | 3.96 |
Financial Services | 24.95 | 25.15 |
Technology | 14.88 | 9.47 |
Healthcare | 0.89 | 9.62 |
Consumer Defensive | 12.16 | 3.17 |
Consumer Cyclical | 9.91 | 8.9 |
Industrials | 11.06 | 10.99 |
Communication Services | 1.56 | 4.41 |
Real Estate | 1.33 | 3.36 |
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