Aditya Birla Sun Life Retirement Fund vs Tata Retirement Savings Fund compare
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Invest NowTata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Invest NowChart Comparison
Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular 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) | ₹388 Cr | ₹2003 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹150 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 10 Mar 2019 | 01 Nov 2011 |
Category | Retirement Funds | Retirement Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | BSE India Bond Index |
Turn Over | 6% | 64.15% |
Expense Ratio | 2.39 | 0.56 |
Manager | Dhaval Joshi | Murthy Nagarajan |
ISIN Code | INF209KB1H99 | INF277K01FG0 |
Exits Load | Nil/365 | Exit load of 1% if redeemed before 61 months./365 |
Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
---|---|---|
1 Month | 2.13% | 1.36% |
6 Month | 19.73% | 22.91% |
1 Year | 33.16% | 37.89% |
3 Year | 14.81% | 16.37% |
5 Year | 16.15% | 18.93% |
Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 14.53% | 16.02% |
3 Year | 30.51% | 34.86% |
5 Year | 48.36% | 58.92% |
Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
---|---|---|
1 Year | 11.81% | 14.37% |
3 Year | 11.94% | 15.77% |
5 Year | 13.5% | 14.66% |
Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
---|---|---|
Standard Deviation | 11.61% | 11.38% |
Sharp | 0.68% | 0.88% |
Beta | 0.85% | 1.64% |
Alpha | -3.34% | 11.76% |
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Get Free Experts GuidanceScheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
---|---|---|
Name | Dhaval Joshi | Murthy Nagarajan |
Total AUM | ₹361932 Cr | ₹18015 Cr |
Fund Manage | 55 | 11 |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
Scheme Name |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
---|---|---|
Others | 7.37 | 4.89 |
Large Cap | 59.87 | 42.65 |
Small Cap | 19.39 | 27.09 |
Mid Cap | 13.36 | 25.37 |
Scheme Name |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
---|---|---|
Others | 4.23 | 3.09 |
Sovereign | 0.34 | - |
Energy | 9.78 | 11.62 |
Technology | 5.3 | 6.49 |
Consumer Staples | 4.44 | 13.53 |
Construction | 7.28 | 2.3 |
Financial | 28.38 | 16.34 |
Metals & Mining | 2.89 | 3.71 |
Healthcare | 7.59 | 1.36 |
Materials | 4.86 | 2.92 |
Services | 5.96 | 13.47 |
Capital Goods | 7.25 | 9.92 |
Automobile | 4.68 | 5.05 |
Consumer Discretionary | 2.82 | 3.69 |
Communication | 2.8 | - |
Insurance | 1.39 | 0.91 |
Chemicals | - | 4.17 |
Diversified | - | 1.43 |
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