Tata Retirement Savings Fund vs SBI Retirement Benefit Fund compare

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SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

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Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹2960 Cr	₹2085 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

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
1 Month	-0.69%	-0.72%
6 Month	9.9%	11.33%
1 Year	-1.94%	-0.66%
3 Year	13.55%	15.58%
5 Year	-	16.73%

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
6 Month	2.12%	2.9%
1 Year	1.11%	2.26%
3 Year	10.37%	14.13%
5 Year	-	13.67%

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
1 Year	15.93%	13.92%
3 Year	18.02%	15.7%
5 Year	-	14.9%

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Standard Deviation	12.02%	13.42%
Sharp	0.66%	0.73%
Beta	-	0.92%
Alpha	-	0.30%

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

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Others	5.67	6.94
Large Cap	61.03	42.09
Mid Cap	17.98	24.94
Small Cap	15.32	26.04

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Others	3.41	6.94
Energy	5.78	6
Technology	9.36	9.67
Industrials	16.06	11.21
Basic Materials	6.89	5.86
Consumer Cyclical	18.59	10.99
Financial Services	29.21	28.72
Consumer Defensive	1.24	13.66
Real Estate	1.22	2.73
Healthcare	5.51	0
Utilities	2.73	4.23
Communication Services	-	0