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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) | ₹2960 Cr | ₹2178 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 | -3.15% | -2.38% |
| 6 Month | 5.96% | 8.25% |
| 1 Year | -3.35% | -1.08% |
| 3 Year | 12.71% | 15.16% |
| 5 Year | - | 16.12% |
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 | 2.7% | 3.78% |
| 1 Year | -0.55% | 0.85% |
| 3 Year | 9.72% | 13.7% |
| 5 Year | - | 13.38% |
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 | 15.93% | 13.92% |
| 3 Year | 18.02% | 15.7% |
| 5 Year | - | 14.9% |
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 | 12.02% | 13.42% |
| Sharp | 0.66% | 0.73% |
| Beta | - | 0.92% |
| Alpha | - | 0.30% |
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 | 5.67 | 4.73 |
| Large Cap | 61.03 | 44.23 |
| Mid Cap | 17.98 | 25.43 |
| Small Cap | 15.32 | 25.61 |
Sector Allocation
| Scheme Name |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Others | 3.41 | 4.73 |
| Energy | 5.78 | 6.05 |
| Technology | 9.36 | 11.56 |
| Industrials | 16.06 | 11.64 |
| Basic Materials | 6.89 | 6.34 |
| Consumer Cyclical | 18.59 | 11.26 |
| Financial Services | 29.21 | 27.71 |
| Consumer Defensive | 1.24 | 13.4 |
| Real Estate | 1.22 | 2.06 |
| Healthcare | 5.51 | 0.74 |
| Utilities | 2.73 | 4.39 |
| Communication Services | - | 0.12 |
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