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Tata Retirement Savings Fund vs Aditya Birla Sun Life Retirement Fund compare

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tortoise-icon Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular 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 Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Fund Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular 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) ₹404 Cr ₹2083 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹150
Min Addl Investment ₹1000 ₹1000
Launch Date 11 Mar 2019 01 Nov 2011
Category Retirement Funds Retirement Funds
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI BSE India Bond Index
Turn Over 6% 64.15%
Expense Ratio 2.41 2.01
Manager Dhaval Joshi Murthy Nagarajan
ISIN Code INF209KB1H99 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 Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
1 Month 3.8% 5.03%
6 Month 4.54% 2.16%
1 Year 7.56% 7.35%
3 Year 19.14% 20.96%
5 Year 15.89% 19.26%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
6 Month 12.14% 12.38%
1 Year 14.75% 13.85%
3 Year 17.99% 19.71%
5 Year 14.98% 16.93%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
1 Year 11.52% 14.24%
3 Year 11.98% 15.62%
5 Year 13.42% 14.81%

Risk Management

Scheme Name Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Standard Deviation 14.35% 13.75%
Sharp 0.68% 0.80%
Beta 0.95% 0.88%
Alpha -1.25% 0.72%

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Fund Managers

Scheme Name Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Name Dhaval Joshi Murthy Nagarajan
Total AUM ₹361932 Cr ₹18015 Cr
Funds Managed 55 11
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option

Others 5.8 8.04
Large Cap 51.19 39.07
Small Cap 23.07 31
Mid Cap 19.94 21.88

Sector Allocation

Scheme Name

Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option

Others 5.8 8.9
Energy 4.83 4.73
Technology 10.41 14.88
Consumer Defensive 4.18 12.16
Industrials 12.8 11.06
Financial Services 26.98 24.95
Basic Materials 8.14 7.18
Healthcare 8.69 0.89
Consumer Cyclical 9.19 9.91
Communication Services 3.02 1.56
Real Estate 3.57 1.33
Utilities 2.39 2.45

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