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)	₹3124 Cr	₹2117 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	0.94%	0.21%
6 Month	3.39%	-0.69%
1 Year	0.24%	-3%
3 Year	12.68%	14.59%
5 Year	-	13.98%

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
6 Month	2.74%	0.6%
1 Year	13.05%	7.88%
3 Year	10.83%	12.18%
5 Year	-	12.57%

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%	13.44%
3 Year	17.34%	15.62%
5 Year	-	15.02%

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Standard Deviation	11.73%	13.39%
Sharp	0.54%	0.64%
Beta	-	0.95%
Alpha	-	0.02%

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	8.14	4.01
Large Cap	58.97	48.41
Mid Cap	20.09	28.74
Small Cap	12.8	18.84

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Others	3.17	4.01
Energy	5.86	-
Technology	9.37	-
Industrials	14.92	-
Basic Materials	9.74	-
Consumer Cyclical	18.97	-
Financial Services	26.87	-
Real Estate	3.43	-
Consumer Defensive	0.92	-
Healthcare	4.19	-
Utilities	2.58	-
Petroleum Products	-	4.93
Gas	-	2.28
Food Products	-	3.8
Construction	-	1.54
Banks	-	13.21
Capital Markets	-	11.97
Diversified FMCG	-	3.7
Consumer Durables	-	7.43
Agricultural Food & other Products	-	2.11
Diversified	-	1.32
Oil	-	1.57
Auto Components	-	1.88
Household Products	-	2.08
Chemicals & Petrochemicals	-	4.86
Finance	-	5.55
Industrial Products	-	3.74
IT - Software	-	6.39
Realty	-	2.63
Transport Infrastructure	-	1.48
Retailing	-	5.57
Insurance	-	0.95
Beverages	-	4.79
Healthcare Services	-	2.21