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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) | ₹6612 Cr | ₹2085 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% | -2.46% |
| 6 Month | 8.53% | 10.89% |
| 1 Year | 1.12% | 0.05% |
| 3 Year | 18.32% | 15.11% |
| 5 Year | 24.57% | 16.41% |
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 | 2.43% | 2.9% |
| 1 Year | 3.49% | 2.26% |
| 3 Year | 15.04% | 14.13% |
| 5 Year | 18.09% | 13.67% |
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 | 17.17% | 13.92% |
| 3 Year | 19.1% | 15.7% |
| 5 Year | 17.18% | 14.9% |
Risk Management
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 11.08% | 13.42% |
| Sharp | 1.11% | 0.73% |
| Beta | 0.80% | 0.92% |
| Alpha | 4.04% | 0.30% |
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 | 11.48 | 6.94 |
| Large Cap | 60.93 | 42.09 |
| Mid Cap | 8.67 | 24.94 |
| Small Cap | 18.91 | 26.04 |
Sector Allocation
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Others | 10.61 | 6.94 |
| Energy | 5.34 | 6 |
| Financial Services | 31.76 | 28.72 |
| Technology | 7.11 | 9.67 |
| Industrials | 14.1 | 11.21 |
| Real Estate | 1.15 | 2.73 |
| Healthcare | 6.89 | 0 |
| Consumer Cyclical | 8.6 | 10.99 |
| Basic Materials | 4.86 | 5.86 |
| Consumer Defensive | 3.72 | 13.66 |
| Communication Services | 3.6 | 0 |
| Utilities | 2.26 | 4.23 |
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