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

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

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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)	₹411 Cr	₹2178 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

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	-1.15%	-2.46%
6 Month	15.58%	10.89%
1 Year	4.63%	0.05%
3 Year	14.32%	15.11%
5 Year	14.72%	16.41%

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	6.88%	3.78%
1 Year	8.76%	0.85%
3 Year	14.51%	13.7%
5 Year	12.92%	13.38%

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	11.05%	13.92%
3 Year	12.22%	15.7%
5 Year	14.04%	14.9%

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	13.35%	13.42%
Sharp	0.64%	0.73%
Beta	0.94%	0.92%
Alpha	-1.10%	0.30%

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

Scheme Name	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth	Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Others	6.22	6.94
Large Cap	46.47	42.09
Small Cap	26.49	26.04
Mid Cap	20.82	24.94

Scheme Name	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth	Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Others	3.1	6.94
Energy	1.96	6
Utilities	3.24	4.23
Technology	9.82	9.67
Consumer Defensive	8.11	13.66
Consumer Cyclical	9.87	10.99
Communication Services	0	0
Industrials	17.9	11.21
Basic Materials	9.07	5.86
Financial Services	26.1	28.72
Healthcare	7.98	0
Real Estate	2.85	2.73