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SBI Retirement Benefit Fund vs Tata Retirement Savings Fund compare

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tortoise-icon SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

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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 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 1.35% -0.01%
6 Month 9.57% 9.93%
1 Year -2.88% -3.51%
3 Year 14.13% 16.3%
5 Year - 15.73%

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

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