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Nippon India Retirement Fund vs Tata Retirement Savings Fund compare
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Fund | Nippon India Retirement Fund- Wealth Creation Scheme- Growth 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) | ₹3218 Cr | ₹2085 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹150 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 11 Feb 2015 | 01 Nov 2011 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | BSE India Bond Index |
| Turn Over | 61% | 64.15% |
| Expense Ratio | 1.95 | 2.01 |
| Manager | Pranay Sinha | Murthy Nagarajan |
| ISIN Code | INF204KA1B64 | 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 | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 1 Month | -1.45% | -2.46% |
| 6 Month | 10.16% | 10.89% |
| 1 Year | -0.34% | 0.05% |
| 3 Year | 17.13% | 15.11% |
| 5 Year | 20.72% | 16.41% |
SIP Return Analysis
| Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 3.17% | 2.9% |
| 1 Year | 2.7% | 2.26% |
| 3 Year | 15.12% | 14.13% |
| 5 Year | 16.16% | 13.67% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 8.77% | 13.92% |
| 3 Year | 10.89% | 15.7% |
| 5 Year | 9.14% | 14.9% |
Risk Management
| Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 13.33% | 13.42% |
| Sharp | 0.88% | 0.73% |
| Beta | 0.97% | 0.92% |
| Alpha | 2.02% | 0.30% |
Fund Managers
| Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Name | Pranay Sinha | Murthy Nagarajan |
| Total AUM | ₹21046 Cr | ₹18015 Cr |
| Funds Managed | 6 | 11 |
| Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
Market Cap
| Scheme Name |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Others | 4.3 | 6.94 |
| Large Cap | 68.41 | 42.09 |
| Mid Cap | 15.28 | 24.94 |
| Small Cap | 12.01 | 26.04 |
Sector Allocation
| Scheme Name |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Others | 0.89 | 6.94 |
| Energy | 6.67 | 6 |
| Technology | 9.18 | 9.67 |
| Industrials | 13.66 | 11.21 |
| Basic Materials | 6.02 | 5.86 |
| Consumer Defensive | 4.63 | 13.66 |
| Financial Services | 30.83 | 28.72 |
| Consumer Cyclical | 13.2 | 10.99 |
| Healthcare | 5.18 | 0 |
| Utilities | 5.6 | 4.23 |
| Communication Services | 3.05 | 0 |
| Real Estate | 1.1 | 2.73 |
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