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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) | ₹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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