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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) | ₹3179 Cr | ₹2048 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 | 2.27% | 2.8% |
| 6 Month | 6.96% | 6.82% |
| 1 Year | 2.62% | 0.38% |
| 3 Year | 17.34% | 15.26% |
| 5 Year | 20.92% | 15.95% |
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 | 0.45% | -1.67% |
| 1 Year | 6.49% | 2.56% |
| 3 Year | 13.27% | 11.37% |
| 5 Year | 14.85% | 12.11% |
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 | 8.23% | 13.72% |
| 3 Year | 11.02% | 15.66% |
| 5 Year | 9.28% | 14.98% |
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 | 13.15% | 13.32% |
| Sharp | 0.82% | 0.61% |
| Beta | 0.98% | 0.94% |
| Alpha | 1.59% | -0.92% |
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 | 5.32 | 4.47 |
| Large Cap | 68.08 | 44.79 |
| Mid Cap | 15.78 | 24.39 |
| Small Cap | 10.83 | 26.34 |
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 | 0.53 | 4.47 |
| Energy | 5.47 | 6.1 |
| Technology | 10.98 | 8.54 |
| Industrials | 12.47 | 10.14 |
| Basic Materials | 6.44 | 5.8 |
| Consumer Defensive | 5.21 | 14.22 |
| Financial Services | 29.92 | 29.37 |
| Consumer Cyclical | 14.03 | 12.8 |
| Healthcare | 4.98 | 1.97 |
| Utilities | 5.99 | 4.17 |
| Communication Services | 2.99 | - |
| Real Estate | 0.99 | 2.4 |
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