- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹418 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 |
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 | -1.99% | -3.86% |
| 6 Month | 8.92% | 3.4% |
| 1 Year | 5.13% | 1.35% |
| 3 Year | 14.95% | 16.04% |
| 5 Year | 15.23% | 16.69% |
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 | 6.56% | 4.26% |
| 1 Year | 7.76% | 1.34% |
| 3 Year | 14.63% | 14.28% |
| 5 Year | 13.09% | 13.83% |
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 | 11.05% | 13.92% |
| 3 Year | 12.22% | 15.7% |
| 5 Year | 14.04% | 14.9% |
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 | 13.35% | 13.42% |
| Sharp | 0.64% | 0.73% |
| Beta | 0.96% | 0.89% |
| Alpha | -1.69% | 0.96% |
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 | 5.92 | 4.73 |
| Large Cap | 44.87 | 44.23 |
| Small Cap | 25.69 | 25.61 |
| Mid Cap | 23.52 | 25.43 |
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 | 3.08 | 4.73 |
| Energy | 4.74 | 6.05 |
| Utilities | 3.38 | 4.39 |
| Consumer Defensive | 5.54 | 13.4 |
| Consumer Cyclical | 9.9 | 11.26 |
| Communication Services | 1.29 | 0.12 |
| Technology | 9.11 | 11.56 |
| Industrials | 17.78 | 11.64 |
| Basic Materials | 8.37 | 6.34 |
| Financial Services | 26.49 | 27.71 |
| Healthcare | 7.57 | 0.74 |
| Real Estate | 2.75 | 2.06 |
Top Comparisons
Sundaram Liquid Fund (G)
3Y Returns6.94%
PGIM India Liquid Fund - Growth
3Y Returns6.96%
ICICI Prudential Global Advantage Fund (FOF) - Growth Option
3Y Returns12.75%
Nippon India Diversified Equity Flexicap Passive FoF - Regular Plan - Growth
3Y Returns15.11%
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option
3Y Returns17.62%
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth
3Y Returns25.03%
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
3Y Returns24.2%
Parag Parikh Flexi Cap Fund Regular-Growth
3Y Returns20.58%
