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Tata Retirement Savings Fund vs Nippon India Retirement Fund compare
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Fund | Nippon India Retirement Fund- Wealth Creation Scheme- Growth 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) | ₹3244 Cr | ₹2129 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹150 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 11 Feb 2015 | 01 Nov 2011 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | BSE India Bond Index |
| Turn Over | 61% | 64.15% |
| Expense Ratio | 1.95 | 2.01 |
| Manager | Pranay Sinha | Murthy Nagarajan |
| ISIN Code | INF204KA1B64 | 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 | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 1 Month | -1.7% | -1.58% |
| 6 Month | 3.11% | -0.38% |
| 1 Year | -1.36% | -3.58% |
| 3 Year | 15.96% | 14.93% |
| 5 Year | 16.63% | 13.14% |
SIP Return Analysis
| Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | -1.33% | -1.5% |
| 1 Year | 4.86% | 4.06% |
| 3 Year | 12.15% | 11.36% |
| 5 Year | 14.23% | 12.29% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 7.78% | 13.4% |
| 3 Year | 11.26% | 15.61% |
| 5 Year | 9.48% | 14.99% |
Risk Management
| Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 12.83% | 11.38% |
| Sharp | 0.78% | 0.7% |
| Beta | 0.97% | 0.96% |
| Alpha | 0.53% | -0.17% |
Fund Managers
| Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Name | Pranay Sinha | Murthy Nagarajan |
| Total AUM | ₹21046 Cr | ₹18015 Cr |
| Funds Managed | 6 | 11 |
| Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
Market Cap
| Scheme Name |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Others | 5.55 | 7.16 |
| Large Cap | 69.45 | 44.14 |
| Mid Cap | 15.2 | 25.92 |
| Small Cap | 9.8 | 22.77 |
Sector Allocation
| Scheme Name |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Others | 0.67 | 5.69 |
| Energy | 6.06 | 6.85 |
| Technology | 10.28 | 9.81 |
| Industrials | 11.99 | 9.97 |
| Basic Materials | 6.17 | 4.21 |
| Consumer Defensive | 5.31 | 14.16 |
| Financial Services | 30.74 | 33.36 |
| Consumer Cyclical | 14.16 | 9.78 |
| Healthcare | 5.04 | 2.17 |
| Utilities | 5.39 | 1.55 |
| Communication Services | 3.24 | - |
| Real Estate | 0.97 | 2.44 |
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