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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) | ₹3162 Cr | ₹2108 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 | -1.25% | -0.26% |
| 6 Month | -1.15% | -3.13% |
| 1 Year | 5.03% | 1.02% |
| 3 Year | 13.23% | 15.7% |
| 5 Year | - | 12.02% |
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 | -1.09% | -1.47% |
| 1 Year | 4.61% | 3.62% |
| 3 Year | 7.95% | 9.8% |
| 5 Year | - | 11.4% |
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 | 13.47% | 13.37% |
| 3 Year | 16.23% | 15.62% |
| 5 Year | - | 14.97% |
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 | 11.56% | 13.26% |
| Sharp | 0.61% | 0.69% |
| Beta | 0.86% | 0.96% |
| Alpha | -1.46% | -0.39% |
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 | 10.02 | 11.4 |
| Large Cap | 56.8 | 45.87 |
| Mid Cap | 20.75 | 24.08 |
| Small Cap | 12.42 | 18.64 |
Sector Allocation
| Scheme Name |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Others | 3.44 | 3.65 |
| Energy | 6.11 | 7.31 |
| Technology | 9.06 | 8.86 |
| Industrials | 14.41 | 10.07 |
| Basic Materials | 10.57 | 3.72 |
| Consumer Cyclical | 19.61 | 9.09 |
| Financial Services | 27.82 | 37.26 |
| Real Estate | 3.07 | 1.87 |
| Consumer Defensive | 0.88 | 14.56 |
| Healthcare | 4.01 | 2.14 |
| Utilities | 1.03 | 1.48 |
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