Aditya Birla Sun Life Retirement Fund vs Tata Retirement Savings Fund compare

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tortoise-icon Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

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tortoise-icon Tata Retirement Savings Fund - Progressive 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 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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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Fund Managers

Scheme 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

Market Cap

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

Sector Allocation

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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