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Tata Retirement Savings Fund vs Tata Retirement Savings Fund compare

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

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tortoise-icon Tata Retirement Savings Fund- Moderate 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 Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option
Fund Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2083 Cr ₹2151 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹150 ₹150
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Nov 2011 01 Nov 2011
Category Retirement Funds Retirement Funds
Fund Type Open Ended Open Ended
Benchmark BSE India Bond Index CRISIL Hybrid 25+75 Aggressive Index
Turn Over 64.15% 55.43%
Expense Ratio 2.01 2.01
Manager Murthy Nagarajan Murthy Nagarajan
ISIN Code INF277K01FG0 INF277K01FH8
Exits Load Tata Retirement Savings Fund - Regular Plan - Progressive Plan - Growth charges 1.0% of sell value;. There are no other charges./365 Tata Retirement Savings Fund - Regular Plan - Moderate Plan - Growth charges 1.0% of sell value;. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option
1 Month 5.03% 4.35%
6 Month 2.16% 2.92%
1 Year 7.35% 8.43%
3 Year 20.96% 19.09%
5 Year 19.26% 17.68%

SIP Return Analysis

Scheme Name Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option
6 Month 12.38% 10.65%
1 Year 13.85% 13.5%
3 Year 19.71% 18.07%
5 Year 16.93% 15.73%

Rolling Lumpsum Returns

Scheme Name Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option
1 Year 14.24% 13.34%
3 Year 15.62% 14.26%
5 Year 14.81% 13.64%

Risk Management

Scheme Name Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option
Standard Deviation 13.75% 11.59%
Sharp 0.80% 0.82%
Beta 0.88% -
Alpha 0.72% -

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Fund Managers

Scheme Name Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option
Name Murthy Nagarajan Murthy Nagarajan
Total AUM ₹18015 Cr ₹18015 Cr
Funds Managed 11 11
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option

Market Cap

Scheme Name

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

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

Others 8.04 23.29
Large Cap 39.07 33.44
Small Cap 31 24.94
Mid Cap 21.88 18.32

Sector Allocation

Scheme Name

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

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

Others 8.9 23.29
Energy 4.73 3.93
Utilities 2.45 2.11
Basic Materials 7.18 5.2
Financial Services 24.95 21.66
Technology 14.88 10.56
Healthcare 0.89 0.74
Consumer Defensive 12.16 10.81
Consumer Cyclical 9.91 9.71
Industrials 11.06 10.19
Communication Services 1.56 0.58
Real Estate 1.33 1.21

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