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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
Overview
| 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 | Moderate | Very High |
| Asset Size (Cr) | ₹1060 Cr | ₹1979 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹150 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 27 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 | 2.16 | 2.01 |
| Manager | Sharmila D'mello | Murthy Nagarajan |
| ISIN Code | INF109KC1TQ6 | 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 | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 1 Month | 4.95% | 3.42% |
| 6 Month | 6.95% | -0.42% |
| 1 Year | 7.96% | 5.33% |
| 3 Year | 28.13% | 21.47% |
| 5 Year | 29.47% | 18.95% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 12.11% | 9.84% |
| 1 Year | 15.86% | 8.58% |
| 3 Year | 25.06% | 18.03% |
| 5 Year | 24.64% | 15.93% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 21.7% | 14.24% |
| 3 Year | 24.5% | 15.62% |
| 5 Year | 23.47% | 14.81% |
Risk Management
| Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 14.435% | 13.489% |
| Sharp | 0.73% | 0.431% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| 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 |
| Funds Managed | 35 | 11 |
| ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
Market Cap
| Scheme Name |
ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Others | 3.31 | 8.04 |
| Large Cap | 54.72 | 39.07 |
| Small Cap | 21.46 | 31 |
| Mid Cap | 20.5 | 21.88 |
Sector Allocation
| Scheme Name |
ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Others | 2.47 | 8.9 |
| Communication Services | 9.41 | 1.56 |
| Basic Materials | 25.99 | 7.18 |
| Industrials | 15.09 | 11.06 |
| Financial Services | 15.14 | 24.95 |
| Healthcare | 1.09 | 0.89 |
| Consumer Cyclical | 10.42 | 9.91 |
| Technology | 11.48 | 14.88 |
| Energy | 0.48 | 4.73 |
| Real Estate | 4.99 | 1.33 |
| Consumer Defensive | 3.4 | 12.16 |
| Utilities | 0.04 | 2.45 |
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