SBI Retirement Benefit Fund vs Tata Retirement Savings Fund compare
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Chart Comparison
Overview
Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
---|---|---|
Fund | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3000 Cr | ₹2048 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹150 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 10 Feb 2021 | 01 Nov 2011 |
Category | Retirement Funds | Retirement Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | BSE India Bond Index |
Turn Over | 6% | 64.15% |
Expense Ratio | 1.95 | 2.01 |
Manager | Rohit Shimpi | Murthy Nagarajan |
ISIN Code | INF200KA1S30 | 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 | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
---|---|---|
1 Month | 0.68% | -0.51% |
6 Month | 11.67% | 11.68% |
1 Year | -3.6% | -4.07% |
3 Year | 13.87% | 16.01% |
5 Year | - | 15.11% |
SIP Return Analysis
Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
---|---|---|
6 Month | 1.95% | 0.25% |
1 Year | 9.67% | 7.07% |
3 Year | 11.2% | 13.63% |
5 Year | - | 13.29% |
Rolling Lumpsum Returns
Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
---|---|---|
1 Year | 15.06% | 13.72% |
3 Year | 17.34% | 15.66% |
5 Year | - | 14.98% |
Risk Management
Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
---|---|---|
Standard Deviation | 11.77% | 13.32% |
Sharp | 0.59% | 0.61% |
Beta | - | 0.94% |
Alpha | - | -0.92% |
Fund Managers
Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
---|---|---|
Name | Rohit Shimpi | Murthy Nagarajan |
Total AUM | ₹15441 Cr | ₹18015 Cr |
Funds Managed | 6 | 11 |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
Market Cap
Scheme Name |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
---|---|---|
Others | 5.97 | 5.83 |
Large Cap | 62.37 | 43.78 |
Mid Cap | 17.45 | 23.83 |
Small Cap | 14.21 | 26.55 |
Sector Allocation
Scheme Name |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
---|---|---|
Others | 3.64 | 5.83 |
Energy | 5.66 | 5.81 |
Technology | 9.3 | 8.99 |
Industrials | 15.45 | 10.34 |
Basic Materials | 8.65 | 6.06 |
Consumer Cyclical | 18.77 | 12.11 |
Financial Services | 28.4 | 28.46 |
Consumer Defensive | 1.14 | 14.1 |
Real Estate | 1.15 | 2.62 |
Healthcare | 5.25 | 1.61 |
Utilities | 2.58 | 4.06 |
Top Comparisons
SBI Magnum Medium Duration Fund - Regular Plan - Growth
3Y Returns7.91%
Axis Strategic Bond Fund - Regular Plan - Growth Option
3Y Returns8.26%
ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH
3Y Returns0%
PGIM India Global Equity Opportunities Fund of Fund - Growth
3Y Returns25.59%
Templeton India Value Fund - Growth Plan
3Y Returns18.22%
ICICI Pru Nifty50 Value 20 Index Fund - Reg (G)
3Y Returns0%
HSBC Ultra Short Duration Fund - Regular Growth
3Y Returns7.18%
Canara Robeco Ultra Short Term Fund - Regular Plan - Growth Option
3Y Returns6.6%