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) | ₹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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