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HDFC Retirement Savings Fund vs Tata Retirement Savings Fund compare
HDFC Retirement Savings Fund - Equity Plan - Growth Option
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Fund | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹7055 Cr | ₹2129 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹150 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 26 Feb 2016 | 01 Nov 2011 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE India Bond Index |
| Turn Over | 14.13% | 64.15% |
| Expense Ratio | 1.77 | 2.01 |
| Manager | Dhruv Muchhal | Murthy Nagarajan |
| ISIN Code | INF179KB1MG8 | 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 1 Month | -0.36% | -0.69% |
| 6 Month | 2.63% | -1.15% |
| 1 Year | 1.83% | -4% |
| 3 Year | 17.41% | 14.81% |
| 5 Year | 21.12% | 13.49% |
SIP Return Analysis
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 1.56% | 0.13% |
| 1 Year | 11.38% | 8.15% |
| 3 Year | 13.58% | 12.08% |
| 5 Year | 16.42% | 12.45% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 14.7% | 13.44% |
| 3 Year | 18.93% | 15.62% |
| 5 Year | 17.74% | 15.02% |
Risk Management
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 10.89% | 13.39% |
| Sharp | 0.96% | 0.64% |
| Beta | 0.81% | 0.95% |
| Alpha | 3.25% | 0.02% |
Fund Managers
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Murthy Nagarajan |
| Total AUM | ₹520687 Cr | ₹18015 Cr |
| Funds Managed | 40 | 11 |
| HDFC Retirement Savings Fund - Equity Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
Market Cap
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Others | 7.04 | 4.03 |
| Large Cap | 62.76 | 46.49 |
| Mid Cap | 9.9 | 24.52 |
| Small Cap | 20.3 | 24.96 |
Sector Allocation
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Others | 6.24 | 3.99 |
| Energy | 5.5 | 6.49 |
| Financial Services | 30.81 | 31.69 |
| Technology | 9.02 | 7.9 |
| Industrials | 14.14 | 11.59 |
| Real Estate | 1.18 | 2.63 |
| Healthcare | 7.98 | 2.21 |
| Consumer Cyclical | 9.66 | 11.95 |
| Basic Materials | 5.67 | 4.86 |
| Consumer Defensive | 3.77 | 14.4 |
| Communication Services | 3.72 | - |
| Utilities | 2.32 | 2.28 |
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