- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹3089 Cr | ₹1979 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 | 1.43% | 4.2% |
| 6 Month | -6.19% | -3.26% |
| 1 Year | 2.87% | 6.78% |
| 3 Year | 21.61% | 20.29% |
| 5 Year | 23.02% | 19.48% |
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 | 5.9% | 9.84% |
| 1 Year | 1.2% | 8.58% |
| 3 Year | 16.81% | 18.03% |
| 5 Year | 17.36% | 15.93% |
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 | 9.41% | 14.24% |
| 3 Year | 10.7% | 15.62% |
| 5 Year | 8.99% | 14.81% |
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 | 14.598% | 13.489% |
| Sharp | 0.564% | 0.431% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 0.7 | 8.04 |
| Large Cap | 71.08 | 39.07 |
| Small Cap | 13.26 | 31 |
| Mid Cap | 14.96 | 21.88 |
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 | 0.7 | 8.9 |
| Energy | 5.81 | 4.73 |
| Technology | 13.54 | 14.88 |
| Communication Services | 5 | 1.56 |
| Healthcare | 4.86 | 0.89 |
| Consumer Defensive | 4.36 | 12.16 |
| Industrials | 10.31 | 11.06 |
| Basic Materials | 5.24 | 7.18 |
| Financial Services | 31.76 | 24.95 |
| Consumer Cyclical | 13.19 | 9.91 |
| Utilities | 3.91 | 2.45 |
| Real Estate | 1.33 | 1.33 |
Top Comparisons
360 ONE Dynamic Bond Fund Regular-Growth
3Y Returns8.4%
Mirae Asset Dynamic Bond Fund-Regular Plan Growth
3Y Returns7.16%
Nippon India Small Cap Fund - Growth Plan - Bonus Option
3Y Returns27.3%
Aditya Birla Sun Life Small Cap Fund - GROWTH
3Y Returns23.08%
Bajaj Finserv Arbitrage Fund Regular - Growth
3Y Returns0%
ICICI Prudential Equity Arbitrage Fund - Growth
3Y Returns6.88%
ICICI Prudential Nifty Next 50 Index Fund - Growth
3Y Returns21.87%
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
3Y Returns27.31%
