Tata Retirement Savings Fund vs Axis Retirement Savings Fund compare

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

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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	Average
Asset Size (Cr)	₹2085 Cr	₹321 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

Scheme Name	Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option	Axis Retirement Fund - Dynamic Plan - Regular Growth
1 Month	-2.46%	-1.68%
6 Month	10.89%	7.74%
1 Year	0.05%	1.26%
3 Year	15.11%	12.46%
5 Year	16.41%	14.59%

Scheme Name	Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option	Axis Retirement Fund - Dynamic Plan - Regular Growth
6 Month	2.9%	1.8%
1 Year	2.26%	1.27%
3 Year	14.13%	13.5%
5 Year	13.67%	12.21%

Scheme Name	Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option	Axis Retirement Fund - Dynamic Plan - Regular Growth
1 Year	13.92%	14.67%
3 Year	15.7%	12.3%
5 Year	14.9%	15.07%

Scheme Name	Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option	Axis Retirement Fund - Dynamic Plan - Regular Growth
Standard Deviation	13.42%	11.54%
Sharp	0.73%	0.63%
Beta	0.92%	1.20%
Alpha	0.30%	-0.56%

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

Scheme Name	Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option	Axis Retirement Fund - Dynamic Plan - Regular Growth
Others	6.94	16.16
Large Cap	42.09	53.5
Small Cap	26.04	12.7
Mid Cap	24.94	17.64

Scheme Name	Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option	Axis Retirement Fund - Dynamic Plan - Regular Growth
Others	6.94	12.04
Energy	6	6.04
Utilities	4.23	2.35
Consumer Defensive	13.66	3.15
Financial Services	28.72	25.5
Technology	9.67	8.9
Healthcare	0	9.95
Consumer Cyclical	10.99	8.13
Industrials	11.21	12.44
Basic Materials	5.86	4.78
Real Estate	2.73	2.93
Communication Services	0	3.8