Tata Retirement Savings Fund vs HDFC Retirement Savings Fund compare

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HDFC Retirement Savings Fund - Equity Plan - Growth Option

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

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Chart Comparison

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

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)	₹6969 Cr	₹2117 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

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
1 Month	0.72%	0.21%
6 Month	3.37%	-0.69%
1 Year	2.38%	-3%
3 Year	17.46%	14.59%
5 Year	21.59%	13.98%

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
6 Month	2.48%	0.6%
1 Year	12.2%	7.88%
3 Year	13.89%	12.18%
5 Year	16.67%	12.57%

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
1 Year	14.7%	13.44%
3 Year	18.93%	15.62%
5 Year	17.74%	15.02%

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Standard Deviation	10.44%	11.38%
Sharp	1.04%	0.7%
Beta	0.81%	0.96%
Alpha	3.25%	-0.17%

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

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Others	7.02	4.01
Large Cap	65.93	48.41
Mid Cap	6.75	28.74
Small Cap	20.3	18.84

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Others	6.22	4.01
Petroleum Products	5.5	4.93
Finance	1.63	5.55
IT - Software	8.36	6.39
Transport Services	6.29	-
Construction	3.6	1.54
Banks	24.97	13.21
Realty	1.18	2.63
Pharmaceuticals & Biotechnology	5.58	-
Automobiles	7.21	-
Ferrous Metals	2.04	-
Fertilizers & Agrochemicals	0.55	-
Personal Products	0.75	-
Paper, Forest & Jute Products	0.36	-
Consumer Durables	3.62	7.43
IT - Services	0.23	-
Non - Ferrous Metals	0.84	-
Diversified FMCG	1.99	3.7
Insurance	4.23	0.95
Industrial Products	1.28	3.74
Entertainment	0.48	-
Gas	0.67	2.28
Industrial Manufacturing	0.66	-
Cement & Cement Products	0.75	-
Telecom - Services	3.24	-
Healthcare Services	2.4	2.21
Auto Components	0.99	1.88
Electrical Equipment	0.69	-
Power	1.65	-
Beverages	1.03	4.79
Commercial Services & Supplies	0.66	-
Leisure Services	0.35	-
Food Products	-	3.8
Capital Markets	-	11.97
Agricultural Food & other Products	-	2.11
Diversified	-	1.32
Oil	-	1.57
Household Products	-	2.08
Chemicals & Petrochemicals	-	4.86
Transport Infrastructure	-	1.48
Retailing	-	5.57