Tata Retirement Savings Fund vs ICICI Prudential Retirement Fund compare
ICICI Prudential Retirement Fund - Pure Equity - Growth Option
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Chart Comparison
| Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Fund | ICICI Prudential Retirement Fund - Pure Equity - 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) | ₹871 Cr | ₹2003 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹150 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 Feb 2019 | 01 Nov 2011 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE India Bond Index |
| Turn Over | 67% | 64.15% |
| Expense Ratio | 2.25 | 0.56 |
| Manager | Sharmila D'mello | Murthy Nagarajan |
| ISIN Code | INF109KC1TQ6 | INF277K01FG0 |
| Exits Load | Nil/365 | Exit load of 1% if redeemed before 61 months./365 |
| Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 1 Month | 1.12% | 1.36% |
| 6 Month | 18.3% | 22.91% |
| 1 Year | 50.02% | 37.89% |
| 3 Year | 27.6% | 16.37% |
| 5 Year | 25.26% | 18.93% |
| Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 24% | 16.02% |
| 3 Year | 57.13% | 34.86% |
| 5 Year | 107.11% | 58.92% |
| Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 27.27% | 18.23% |
| 3 Year | 75.23% | 44.58% |
| 5 Year | 112.27% | 65.77% |
| Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 13.47% | 11.38% |
| Sharp | 1.53% | 0.88% |
| Beta | 0.79% | 1.64% |
| Alpha | 9.75% | 11.76% |
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| Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Name | Sharmila D'mello | Murthy Nagarajan |
| Total AUM | ₹354743 Cr | ₹18015 Cr |
| Fund Manage | 35 | 11 |
| ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
| Scheme Name |
ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Others | 5.95 | 4.89 |
| Large Cap | 52.15 | 42.65 |
| Small Cap | 18.89 | 27.09 |
| Mid Cap | 23.03 | 25.37 |
| Scheme Name |
ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Others | 3.68 | 3.09 |
| Cement & Cement Products | 9.38 | - |
| Automobiles | 7.22 | - |
| Telecom - Services | 5.79 | - |
| Electrical Equipment | 4.18 | - |
| Construction | 2.82 | 2.3 |
| Ferrous Metals | 7.1 | - |
| Non - Ferrous Metals | 0.36 | - |
| Pharmaceuticals & Biotechnology | 3.61 | - |
| Chemicals & Petrochemicals | 3.38 | - |
| Banks | 2.46 | - |
| Petroleum Products | 3.34 | - |
| Capital Markets | 6.99 | - |
| Consumer Durables | 1.93 | - |
| Finance | 5.15 | - |
| Diversified Metals | 1.91 | - |
| Industrial Products | 4.34 | - |
| Gas | 1.19 | - |
| Entertainment | 0.11 | - |
| Agricultural, Commercial & Construction Vehicles | 2.53 | - |
| Aerospace & Defense | 1.89 | - |
| Realty | 6.53 | - |
| Retailing | 1.4 | - |
| Healthcare Services | 0.22 | - |
| Leisure Services | 0.2 | - |
| Auto Components | 2.1 | - |
| Fertilizers & Agrochemicals | 1.76 | - |
| Transport Services | 2.96 | - |
| It - Software | 3.6 | - |
| Insurance | 1.3 | 0.91 |
| Commercial Services & Supplies | 0.01 | - |
| Transport Infrastructure | 0.09 | - |
| Textiles & Apparels | 0.49 | - |
| Energy | - | 11.62 |
| Materials | - | 2.92 |
| Financial | - | 16.34 |
| Technology | - | 6.49 |
| Consumer Staples | - | 13.53 |
| Automobile | - | 5.05 |
| Services | - | 13.47 |
| Capital Goods | - | 9.92 |
| Consumer Discretionary | - | 3.69 |
| Chemicals | - | 4.17 |
| Healthcare | - | 1.36 |
| Diversified | - | 1.43 |
| Metals & Mining | - | 3.71 |
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