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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 | 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 | 4.2% | 1.78% |
| 6 Month | -3.26% | -3.66% |
| 1 Year | 6.78% | 6.74% |
| 3 Year | 20.29% | 17.23% |
| 5 Year | 19.48% | 15.56% |
SIP Return Analysis
| Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | 9.84% | 5.61% |
| 1 Year | 8.58% | 4.23% |
| 3 Year | 18.03% | 15.79% |
| 5 Year | 15.93% | 13.55% |
Rolling Lumpsum Returns
| Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Year | 14.24% | 16.39% |
| 3 Year | 15.62% | 12.09% |
| 5 Year | 14.81% | 14.36% |
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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