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 | ₹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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