Axis Retirement Savings Fund vs Tata Retirement Savings Fund compare

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

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tortoise-icon Axis Retirement Savings Fund - Dynamic Plan - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
Fund Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1718 Cr ₹319 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 NIFTY 500 TRI NIFTY 50 Hybrid Composite Debt 65:35
Turn Over 64.15% 32.33%
Expense Ratio 2.05 2.41
Manager Murthy Nagarajan Vinayak Jayanath
ISIN Code INF277K01FG0 INF846K01T44
Exits Load Exit load of 1% if redeemed before 61 months./365 Nil/365

Trailing Lumpsum Returns

Scheme Name Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
1 Month 6.24% 5.22%
6 Month 18.89% 19.12%
1 Year 41.48% 35.38%
3 Year 17.2% 13.05%
5 Year 17.47% -

SIP Return Analysis

Scheme Name Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
6 Month - -
1 Year 16.02% 15.93%
3 Year 34.86% 28.7%
5 Year 58.92% 43.16%

Rolling Lumpsum Returns

Scheme Name Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
1 Year 18.23% 15.91%
3 Year 44.58% 34.95%
5 Year 65.77% 47.7%

Risk Management

Scheme Name Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
Standard Deviation 11.38% 11.27%
Sharp 0.81% 0.54%
Beta 0.86% 0.97%
Alpha -1.49% 0.26%

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Fund Managers

Scheme Name Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
Name Murthy Nagarajan Vinayak Jayanath
Total AUM ₹18015 Cr ₹0 Cr
Fund Manage 11 18
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option Axis Retirement Savings Fund - Dynamic Plan - Regular Growth

Market Cap

Scheme Name

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

Axis Retirement Savings Fund - Dynamic Plan - Regular Growth

Large Cap 42.65 50.13
Mid Cap 25.37 18.11
Others 4.89 15.12
Small Cap 27.09 16.62

Sector Allocation

Scheme Name

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

Axis Retirement Savings Fund - Dynamic Plan - Regular Growth

Financial 16.34 19.71
Energy 11.62 9.69
Consumer Staples 13.53 2.95
Chemicals 4.17 3.56
Others 3.09 1.88
Technology 6.49 6.24
Services 13.47 6.78
Metals & Mining 3.71 0.4
Materials 2.92 0.92
Capital Goods 9.92 6.17
Consumer Discretionary 3.69 1.96
Automobile 5.05 9.55
Diversified 1.43 1.3
Construction 2.3 5.86
Healthcare 1.36 9.12
Insurance 0.91 1.89
Sovereign - 9.94
Communication - 1.5
Textiles - 0.56

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