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Tata Retirement Savings Fund vs SBI Retirement Benefit Fund compare
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Fund | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3000 Cr | ₹2048 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹150 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 10 Feb 2021 | 01 Nov 2011 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | BSE India Bond Index |
| Turn Over | 6% | 64.15% |
| Expense Ratio | 1.95 | 2.01 |
| Manager | Rohit Shimpi | Murthy Nagarajan |
| ISIN Code | INF200KA1S30 | 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 | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 1 Month | -0.12% | 0.06% |
| 6 Month | 9.05% | 9.12% |
| 1 Year | -1.34% | -1.28% |
| 3 Year | 14.26% | 16.4% |
| 5 Year | - | 15.8% |
SIP Return Analysis
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 1.6% | 0.78% |
| 1 Year | 9.65% | 8.58% |
| 3 Year | 11.35% | 14.22% |
| 5 Year | - | 13.76% |
Rolling Lumpsum Returns
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 15.06% | 13.72% |
| 3 Year | 17.34% | 15.66% |
| 5 Year | - | 14.98% |
Risk Management
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 11.77% | 13.32% |
| Sharp | 0.59% | 0.61% |
| Beta | - | 0.94% |
| Alpha | - | -0.92% |
Fund Managers
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Name | Rohit Shimpi | Murthy Nagarajan |
| Total AUM | ₹15441 Cr | ₹18015 Cr |
| Funds Managed | 6 | 11 |
| SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
Market Cap
| Scheme Name |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Others | 9.4 | 4.47 |
| Large Cap | 60.95 | 44.79 |
| Mid Cap | 16.09 | 24.39 |
| Small Cap | 13.56 | 26.34 |
Sector Allocation
| Scheme Name |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Others | 4.03 | 4.47 |
| Energy | 5.6 | 6.1 |
| Technology | 11.11 | 8.54 |
| Industrials | 15.25 | 10.14 |
| Basic Materials | 8.45 | 5.8 |
| Consumer Cyclical | 18.6 | 12.8 |
| Financial Services | 27.56 | 29.37 |
| Consumer Defensive | 0.95 | 14.22 |
| Real Estate | 1.09 | 2.4 |
| Healthcare | 4.81 | 1.97 |
| Utilities | 2.56 | 4.17 |
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