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Tata Retirement Savings Fund vs Axis Retirement Savings Fund compare
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Axis Retirement Fund - Dynamic Plan - Regular Growth
Chart Comparison
Overview
| Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Fund | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹2048 Cr | ₹310 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹150 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 Nov 2011 | 20 Dec 2019 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Bond Index | BSE India Bond Index |
| Turn Over | 64.15% | 32.33% |
| Expense Ratio | 2.01 | 2.42 |
| Manager | Murthy Nagarajan | Vinayak Jayanath |
| ISIN Code | INF277K01FG0 | INF846K01T44 |
| Exits Load | Tata Retirement Savings Fund - Regular Plan - Progressive Plan - Growth charges 1.0% of sell value;. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Month | 0.77% | 0.6% |
| 6 Month | 9.73% | 7.1% |
| 1 Year | -0.46% | 0.55% |
| 3 Year | 16.16% | 14.21% |
| 5 Year | 15.76% | 15% |
SIP Return Analysis
| Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | 0.78% | 1.81% |
| 1 Year | 8.58% | 8.57% |
| 3 Year | 14.22% | 14.3% |
| 5 Year | 13.76% | 12.57% |
Rolling Lumpsum Returns
| Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Year | 13.72% | 13.27% |
| 3 Year | 15.66% | 12.31% |
| 5 Year | 14.98% | 14.82% |
Risk Management
| Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Standard Deviation | 13.32% | 11.39% |
| Sharp | 0.61% | 0.56% |
| Beta | 0.94% | 1.22% |
| Alpha | -0.92% | -1.05% |
Fund Managers
| Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Name | Murthy Nagarajan | Vinayak Jayanath |
| Total AUM | ₹18015 Cr | ₹0 Cr |
| Funds Managed | 11 | 18 |
| Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
Market Cap
| Scheme Name |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 4.47 | 16.33 |
| Large Cap | 44.79 | 55.9 |
| Small Cap | 26.34 | 11.63 |
| Mid Cap | 24.39 | 16.14 |
Sector Allocation
| Scheme Name |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 4.47 | 13.47 |
| Energy | 6.1 | 5.91 |
| Utilities | 4.17 | 1.84 |
| Consumer Defensive | 14.22 | 3.92 |
| Financial Services | 29.37 | 25.39 |
| Industrials | 10.14 | 11.53 |
| Consumer Cyclical | 12.8 | 8.42 |
| Basic Materials | 5.8 | 5.01 |
| Technology | 8.54 | 9.83 |
| Real Estate | 2.4 | 2.11 |
| Healthcare | 1.97 | 9.88 |
| Communication Services | - | 2.7 |
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