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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) | ₹1333 Cr | ₹2048 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 | 1.8% | -0.51% |
| 6 Month | 18.16% | 11.68% |
| 1 Year | 5.62% | -4.07% |
| 3 Year | 25.39% | 16.01% |
| 5 Year | 28.23% | 15.11% |
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 | 3.96% | 0.25% |
| 1 Year | 21.36% | 7.07% |
| 3 Year | 22.91% | 13.63% |
| 5 Year | 22.64% | 13.29% |
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 | 19.75% | 13.72% |
| 3 Year | 24.45% | 15.66% |
| 5 Year | 24.39% | 14.98% |
Risk Management
| Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 14.60% | 13.32% |
| Sharp | 1.07% | 0.61% |
| Beta | 1.05% | 0.94% |
| Alpha | 5.45% | -0.92% |
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 | 8.25 | 5.83 |
| Large Cap | 33.78 | 43.78 |
| Mid Cap | 27.5 | 23.83 |
| Small Cap | 30.47 | 26.55 |
Sector Allocation
| Scheme Name |
ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Others | 3.56 | 5.83 |
| Communication Services | 7.11 | - |
| Industrials | 14.38 | 10.34 |
| Basic Materials | 28.97 | 6.06 |
| Financial Services | 21.8 | 28.46 |
| Consumer Cyclical | 11.25 | 12.11 |
| Healthcare | 2.26 | 1.61 |
| Technology | 5.19 | 8.99 |
| Utilities | 0.6 | 4.06 |
| Real Estate | 4.03 | 2.62 |
| Consumer Defensive | 0.85 | 14.1 |
| Energy | - | 5.81 |
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