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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) | ₹2117 Cr | ₹2180 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 | 0.21% | 0.23% |
| 6 Month | -0.69% | 0.38% |
| 1 Year | -3% | -0.51% |
| 3 Year | 14.59% | 13.81% |
| 5 Year | 13.98% | 13.25% |
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 | 0.6% | 0.97% |
| 1 Year | 7.88% | 8.62% |
| 3 Year | 12.18% | 11.96% |
| 5 Year | 12.57% | 12.18% |
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 | 13.44% | 12.71% |
| 3 Year | 15.62% | 14.34% |
| 5 Year | 15.02% | 13.83% |
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 | 13.39% | 11.24% |
| Sharp | 0.64% | 0.67% |
| Beta | 0.95% | 1.2% |
| Alpha | 0.02% | 1.62% |
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 | 4.01 | 16.69 |
| Large Cap | 48.41 | 40.69 |
| Small Cap | 18.84 | 17 |
| Mid Cap | 28.74 | 25.62 |
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 | 4.01 | 16.69 |
| Petroleum Products | 4.93 | 4.17 |
| Gas | 2.28 | 1.95 |
| Food Products | 3.8 | 3.22 |
| Construction | 1.54 | 1.33 |
| Banks | 13.21 | 11.08 |
| Capital Markets | 11.97 | 10.46 |
| Diversified FMCG | 3.7 | 3.12 |
| Consumer Durables | 7.43 | 6.41 |
| Agricultural Food & other Products | 2.11 | 2 |
| Diversified | 1.32 | 1.22 |
| Oil | 1.57 | 1.35 |
| Auto Components | 1.88 | 2.6 |
| Household Products | 2.08 | 1.73 |
| Chemicals & Petrochemicals | 4.86 | 3.53 |
| Finance | 5.55 | 4.64 |
| Industrial Products | 3.74 | 3.47 |
| IT - Software | 6.39 | 5.42 |
| Realty | 2.63 | 2.68 |
| Transport Infrastructure | 1.48 | 0.86 |
| Retailing | 5.57 | 4.75 |
| Insurance | 0.95 | 0.81 |
| Beverages | 4.79 | 4.76 |
| Healthcare Services | 2.21 | 1.75 |
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