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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) | ₹373 Cr | ₹1979 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 | 2.45% | 3.28% |
| 6 Month | -5.65% | -5.48% |
| 1 Year | 5.48% | 6.18% |
| 3 Year | 13.03% | 14.53% |
| 5 Year | 15.18% | 17.94% |
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 | 0.78% | -0.24% |
| 1 Year | -4.43% | -5.81% |
| 3 Year | 13.05% | 14.79% |
| 5 Year | 12.2% | 14.29% |
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 | 12.47% | 14.6% |
| 3 Year | 12.02% | 15.69% |
| 5 Year | 13.27% | 14.74% |
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 | 13.102% | 13.489% |
| Sharp | 0.392% | 0.431% |
| Beta | - | - |
| Alpha | - | - |
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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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