Tata Retirement Savings Fund vs Aditya Birla Sun Life Retirement Fund compare
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Chart Comparison
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
ICICI Prudential Large Cap Fund - Growth
3Y Returns22.87%
HSBC Large Cap Fund - Regular Growth
3Y Returns19.35%
WhiteOak Capital Multi Cap Fund - Regular (G)
3Y Returns0%
HSBC Multi Cap Fund - Regular - Growth
3Y Returns0%
PGIM India Global Equity Opportunities Fund of Fund - Growth
3Y Returns19.95%
Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
3Y Returns22.39%
HDFC Technology Fund - Regular (G)
3Y Returns0%
SBI Technology Opportunities Fund Regular Growth
3Y Returns19.2%