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ICICI Prudential Retirement Fund vs Tata Retirement Savings Fund compare

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tortoise-icon ICICI Prudential Retirement Fund - Pure Equity - Growth Option

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

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Chart Comparison

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

Overview

Scheme Name ICICI Prudential Retirement Fund - Pure Equity - Growth Option Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Fund ICICI Prudential Retirement Fund - Pure Equity - Growth Option Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Very High
Asset Size (Cr) ₹1326 Cr ₹2178 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹150
Min Addl Investment ₹1000 ₹1000
Launch Date 27 Feb 2019 01 Nov 2011
Category Retirement Funds Retirement Funds
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI BSE India Bond Index
Turn Over 67% 64.15%
Expense Ratio 2.16 2.01
Manager Sharmila D'mello Murthy Nagarajan
ISIN Code INF109KC1TQ6 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 ICICI Prudential Retirement Fund - Pure Equity - Growth Option Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
1 Month -3.06% -4.21%
6 Month 10.74% 4.86%
1 Year 4.5% -2.07%
3 Year 24.37% 16.56%
5 Year 27.64% 16.94%

SIP Return Analysis

Scheme Name ICICI Prudential Retirement Fund - Pure Equity - Growth Option Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
6 Month 10.23% 5.4%
1 Year 18.92% 5.05%
3 Year 25.55% 16.1%
5 Year 24.79% 14.96%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Retirement Fund - Pure Equity - Growth Option Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
1 Year 20.76% 13.92%
3 Year 25.14% 15.7%
5 Year 23.85% 14.9%

Risk Management

Scheme Name ICICI Prudential Retirement Fund - Pure Equity - Growth Option Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Standard Deviation 14.51% 13.43%
Sharp 1.35% 1.03%
Beta 0.97% 0.89%
Alpha 5.59% 0.96%

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Fund Managers

Scheme Name ICICI Prudential Retirement Fund - Pure Equity - Growth Option Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Name Sharmila D'mello Murthy Nagarajan
Total AUM ₹354743 Cr ₹18015 Cr
Funds Managed 35 11
ICICI Prudential Retirement Fund - Pure Equity - Growth Option Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option

Market Cap

Scheme Name

ICICI Prudential Retirement Fund - Pure Equity - Growth Option

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

Others 6.96 4.73
Large Cap 36.33 44.23
Mid Cap 27.62 25.43
Small Cap 29.08 25.61

Sector Allocation

Scheme Name

ICICI Prudential Retirement Fund - Pure Equity - Growth Option

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

Others 2.11 4.73
Communication Services 7.72 0.12
Basic Materials 28.97 6.34
Industrials 14.77 11.64
Financial Services 22.02 27.71
Consumer Cyclical 11.6 11.26
Healthcare 1.09 0.74
Technology 5.17 11.56
Utilities 0.54 4.39
Real Estate 5.08 2.06
Consumer Defensive 0.93 13.4
Energy - 6.05

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