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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) | ₹2117 Cr | ₹316 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 | 0.12% | 0.7% |
| 6 Month | 2.48% | 3.07% |
| 1 Year | 4.62% | 5.4% |
| 3 Year | 15.84% | 14.52% |
| 5 Year | 14.86% | 13.24% |
SIP Return Analysis
| Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | 0.28% | 1.8% |
| 1 Year | 8.41% | 9.23% |
| 3 Year | 13.25% | 13.76% |
| 5 Year | 13.14% | 12.22% |
Rolling Lumpsum Returns
| Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Year | 13.53% | 12.47% |
| 3 Year | 15.63% | 12.37% |
| 5 Year | 15.09% | 14.72% |
Risk Management
| Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Standard Deviation | 13.38% | 11.45% |
| Sharp | 0.65% | 0.65% |
| Beta | 0.94% | 1.24% |
| Alpha | -0.50% | -0.22% |
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 | 4.03 | 15.99 |
| Large Cap | 46.49 | 56.93 |
| Small Cap | 24.96 | 11.75 |
| Mid Cap | 24.52 | 15.33 |
Sector Allocation
| Scheme Name |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 3.99 | 12.93 |
| Energy | 6.49 | 6.28 |
| Utilities | 2.28 | 1.89 |
| Consumer Defensive | 14.4 | 3.88 |
| Industrials | 11.59 | 11.9 |
| Financial Services | 31.69 | 25.1 |
| Consumer Cyclical | 11.95 | 8.19 |
| Technology | 7.9 | 10.07 |
| Basic Materials | 4.86 | 4.99 |
| Real Estate | 2.63 | 2.13 |
| Healthcare | 2.21 | 9.75 |
| Communication Services | - | 2.89 |
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