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Tata Retirement Savings Fund vs HDFC Retirement Savings Fund compare
HDFC Retirement Savings Fund - Equity Plan - Growth Option
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Fund | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6584 Cr | ₹2048 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹150 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 26 Feb 2016 | 01 Nov 2011 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE India Bond Index |
| Turn Over | 14.13% | 64.15% |
| Expense Ratio | 1.77 | 2.01 |
| Manager | Dhruv Muchhal | Murthy Nagarajan |
| ISIN Code | INF179KB1MG8 | INF277K01FG0 |
| Exits Load | Data not available./365 | Tata Retirement Savings Fund - Regular Plan - Progressive Plan - Growth charges 1.0% of sell value;. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 1 Month | 0.42% | -0.01% |
| 6 Month | 8.46% | 9.93% |
| 1 Year | -1.08% | -3.51% |
| 3 Year | 19.56% | 16.3% |
| 5 Year | 24.39% | 15.73% |
SIP Return Analysis
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 1.24% | 0.25% |
| 1 Year | 9.29% | 7.07% |
| 3 Year | 14.71% | 13.63% |
| 5 Year | 17.47% | 13.29% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 16.78% | 13.72% |
| 3 Year | 18.95% | 15.66% |
| 5 Year | 17.34% | 14.98% |
Risk Management
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 10.93% | 13.32% |
| Sharp | 1.04% | 0.61% |
| Beta | 0.81% | 0.94% |
| Alpha | 3.58% | -0.92% |
Fund Managers
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Murthy Nagarajan |
| Total AUM | ₹520687 Cr | ₹18015 Cr |
| Funds Managed | 40 | 11 |
| HDFC Retirement Savings Fund - Equity Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
Market Cap
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Others | 9.97 | 5.83 |
| Large Cap | 61.87 | 43.78 |
| Mid Cap | 8.67 | 23.83 |
| Small Cap | 19.49 | 26.55 |
Sector Allocation
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Others | 9.2 | 5.83 |
| Energy | 5.15 | 5.81 |
| Financial Services | 30.94 | 28.46 |
| Technology | 7.92 | 8.99 |
| Industrials | 14.32 | 10.34 |
| Real Estate | 1.12 | 2.62 |
| Healthcare | 7.3 | 1.61 |
| Consumer Cyclical | 9.61 | 12.11 |
| Basic Materials | 4.77 | 6.06 |
| Consumer Defensive | 3.7 | 14.1 |
| Communication Services | 3.62 | - |
| Utilities | 2.33 | 4.06 |
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