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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) ₹2960 Cr ₹2085 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 -2.59% -2.46%
6 Month 8.1% 10.89%
1 Year -2.1% 0.05%
3 Year 12.87% 15.11%
5 Year - 16.41%

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 2.12% 2.9%
1 Year 1.11% 2.26%
3 Year 10.37% 14.13%
5 Year - 13.67%

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 6.94
Large Cap 61.03 42.09
Mid Cap 17.98 24.94
Small Cap 15.32 26.04

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 6.94
Energy 5.78 6
Technology 9.36 9.67
Industrials 16.06 11.21
Basic Materials 6.89 5.86
Consumer Cyclical 18.59 10.99
Financial Services 29.21 28.72
Consumer Defensive 1.24 13.66
Real Estate 1.22 2.73
Healthcare 5.51 0
Utilities 2.73 4.23
Communication Services - 0

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