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Tata Retirement Savings Fund vs Tata Retirement Savings Fund compare
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option
Chart Comparison
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) | ₹2048 Cr | ₹2117 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 | 1.98% | 1.83% |
| 6 Month | 6.65% | 6.41% |
| 1 Year | 0.73% | 2.84% |
| 3 Year | 15.19% | 14.39% |
| 5 Year | 15.57% | 14.67% |
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 | 1.2% | 1.6% |
| 1 Year | 8.31% | 9.2% |
| 3 Year | 13.56% | 13.18% |
| 5 Year | 13.32% | 12.84% |
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 | 13.72% | 12.97% |
| 3 Year | 15.66% | 14.3% |
| 5 Year | 14.98% | 13.77% |
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 | 13.38% | 11.24% |
| Sharp | 0.65% | 0.68% |
| Beta | 0.94% | - |
| Alpha | -0.50% | - |
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 | 4.47 | 17.36 |
| Large Cap | 44.79 | 38.11 |
| Small Cap | 26.34 | 23.33 |
| Mid Cap | 24.39 | 21.21 |
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 | 4.47 | 17.36 |
| Energy | 6.1 | 5.16 |
| Utilities | 4.17 | 3.57 |
| Consumer Defensive | 14.22 | 12.86 |
| Financial Services | 29.37 | 25.12 |
| Industrials | 10.14 | 9 |
| Consumer Cyclical | 12.8 | 11.98 |
| Basic Materials | 5.8 | 3.49 |
| Technology | 8.54 | 7.32 |
| Real Estate | 2.4 | 2.48 |
| Healthcare | 1.97 | 1.67 |
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