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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) | ₹2129 Cr | ₹312 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 | -0.69% | -1.34% |
| 6 Month | -1.15% | 1.17% |
| 1 Year | -4% | -1.59% |
| 3 Year | 14.81% | 13.86% |
| 5 Year | 13.49% | 11.67% |
SIP Return Analysis
| Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | 0.13% | 0.58% |
| 1 Year | 8.15% | 8.03% |
| 3 Year | 12.08% | 12.51% |
| 5 Year | 12.45% | 11.54% |
Rolling Lumpsum Returns
| Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Year | 13.44% | 12.03% |
| 3 Year | 15.62% | 12.4% |
| 5 Year | 15.02% | 14.61% |
Risk Management
| Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Standard Deviation | 13.39% | 11.46% |
| Sharp | 0.64% | 0.64% |
| Beta | 0.95% | 1.26% |
| Alpha | 0.02% | 0.20% |
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 | 4.03 | 15.99 |
| Large Cap | 46.49 | 56.93 |
| Small Cap | 24.96 | 11.75 |
| Mid Cap | 24.52 | 15.33 |
Sector Allocation
| Scheme Name |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 3.99 | 12.93 |
| Energy | 6.49 | 6.28 |
| Utilities | 2.28 | 1.89 |
| Consumer Defensive | 14.4 | 3.88 |
| Industrials | 11.59 | 11.9 |
| Financial Services | 31.69 | 25.1 |
| Consumer Cyclical | 11.95 | 8.19 |
| Technology | 7.9 | 10.07 |
| Basic Materials | 4.86 | 4.99 |
| Real Estate | 2.63 | 2.13 |
| Healthcare | 2.21 | 9.75 |
| Communication Services | - | 2.89 |
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