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Tata Retirement Savings Fund vs Axis Retirement Savings Fund compare

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tortoise-icon Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option

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tortoise-icon Axis Retirement Fund - Dynamic Plan - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Very High
Asset Size (Cr) ₹1979 Cr ₹341 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 8.76% 6.07%
6 Month -1.71% -0.88%
1 Year 11.4% 12.8%
3 Year 18.73% 16.77%
5 Year 19.86% 15.85%

SIP Return Analysis

Scheme Name Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option Axis Retirement Fund - Dynamic Plan - Regular Growth
6 Month -0.65% -0.44%
1 Year -7.01% -3.91%
3 Year 13.48% 13.61%
5 Year 13.34% 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 14.6% 17.94%
3 Year 15.69% 12.08%
5 Year 14.74% 13.46%

Risk Management

Scheme Name Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option Axis Retirement Fund - Dynamic Plan - Regular Growth
Standard Deviation 13.489% 12.58%
Sharp 0.431% 0.305%
Beta - -
Alpha - -

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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 8.04 11.54
Large Cap 39.07 55.73
Small Cap 31 15.18
Mid Cap 21.88 17.55

Sector Allocation

Scheme Name

Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option

Axis Retirement Fund - Dynamic Plan - Regular Growth

Others 8.9 11.54
Energy 4.73 6.52
Utilities 2.45 2.92
Basic Materials 7.18 3.96
Financial Services 24.95 25.15
Technology 14.88 9.47
Healthcare 0.89 9.62
Consumer Defensive 12.16 3.17
Consumer Cyclical 9.91 8.9
Industrials 11.06 10.99
Communication Services 1.56 4.41
Real Estate 1.33 3.36

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