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ICICI Prudential Retirement Fund vs Tata Retirement Savings Fund compare
ICICI Prudential Retirement Fund - Pure Equity - Growth Option
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Chart Comparison
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 | -2.31% | -2.38% |
| 6 Month | 12.98% | 8.25% |
| 1 Year | 7.01% | -1.08% |
| 3 Year | 22.53% | 15.16% |
| 5 Year | 26.95% | 16.12% |
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 | 6.96% | 3.78% |
| 1 Year | 11.48% | 0.85% |
| 3 Year | 21.98% | 13.7% |
| 5 Year | 22.55% | 13.38% |
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 | 14.59% | 13.42% |
| Sharp | 1.14% | 0.73% |
| Beta | 1.03% | 0.92% |
| Alpha | 5.98% | 0.30% |
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 | 2.25 | 4.73 |
| Communication Services | 7.72 | 0.12 |
| Industrials | 14.77 | 11.64 |
| Basic Materials | 28.83 | 6.34 |
| 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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