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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) | ₹6474 Cr | ₹2083 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 | 2.42% | 3.33% |
| 6 Month | 2.28% | -0.42% |
| 1 Year | 4.83% | 5.14% |
| 3 Year | 23.69% | 20.92% |
| 5 Year | 26.86% | 18.93% |
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 | 8.97% | 12.38% |
| 1 Year | 10.96% | 13.85% |
| 3 Year | 19.63% | 19.71% |
| 5 Year | 21.22% | 16.93% |
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 | 17.69% | 14.24% |
| 3 Year | 18.72% | 15.62% |
| 5 Year | 17.03% | 14.81% |
Risk Management
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 11.86% | 13.75% |
| Sharp | 1.17% | 0.80% |
| Beta | 0.80% | 0.88% |
| Alpha | 4.58% | 0.72% |
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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 | 12.24 | 8.04 |
| Large Cap | 58.58 | 39.07 |
| Mid Cap | 8.29 | 21.88 |
| Small Cap | 20.89 | 31 |
Sector Allocation
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Others | 12.17 | 8.9 |
| Energy | 4.28 | 4.73 |
| Financial Services | 30.8 | 24.95 |
| Technology | 8.97 | 14.88 |
| Industrials | 14.32 | 11.06 |
| Healthcare | 5.36 | 0.89 |
| Consumer Cyclical | 10.1 | 9.91 |
| Basic Materials | 4.29 | 7.18 |
| Consumer Defensive | 4.55 | 12.16 |
| Communication Services | 3.45 | 1.56 |
| Utilities | 1.7 | 2.45 |
| Real Estate | - | 1.33 |
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