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Aditya Birla Sun Life Retirement Fund vs Tata Retirement Savings Fund compare
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Chart Comparison
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 Risk | Very High Risk |
| Asset Size (Cr) | ₹373 Cr | ₹1979 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹150 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 11 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 | 2.41 | 2.01 |
| Manager | Dhaval Joshi | Murthy Nagarajan |
| ISIN Code | INF209KB1H99 | INF277K01FG0 |
| Exits Load | Data not available./365 | Tata Retirement Savings Fund - Regular Plan - Progressive Plan - Growth charges 1.0% of sell value;. There are no other charges./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 | -4.5% | -6.48% |
| 6 Month | -11.28% | -11.8% |
| 1 Year | 3.92% | 8.07% |
| 3 Year | 10.62% | 12.76% |
| 5 Year | 10.24% | 12.9% |
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 | -10.53% | -8.92% |
| 3 Year | 10.25% | 13.09% |
| 5 Year | 11.18% | 14.02% |
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 | 12.47% | 14.6% |
| 3 Year | 12.02% | 15.69% |
| 5 Year | 13.27% | 14.74% |
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 | 13.102% | 12.68% |
| Sharp | 0.392% | 0.565% |
| Beta | - | - |
| Alpha | - | - |
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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 | 2.79 | 8.55 |
| Large Cap | 52.94 | 33.77 |
| Small Cap | 25.15 | 36.32 |
| Mid Cap | 19.14 | 21.36 |
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 | 2.79 | 8.55 |
| Petroleum Products | 4.06 | 2.78 |
| IT - Software | 8.23 | 8.87 |
| Household Products | 1.68 | 2.21 |
| Construction | 5.62 | - |
| Banks | 21.16 | 10.66 |
| Non - Ferrous Metals | 1.37 | - |
| Pharmaceuticals & Biotechnology | 6.57 | - |
| Healthcare Services | 2.82 | - |
| Auto Components | 5 | 3.21 |
| Personal Products | 1.3 | - |
| Transport Services | 0.84 | - |
| Electrical Equipment | 3.67 | 1.05 |
| Insurance | 3.7 | 4.73 |
| Retailing | 2.65 | 3.15 |
| Oil | 1.48 | 1.73 |
| Consumer Durables | 6.7 | 4.25 |
| Leisure Services | 0.95 | - |
| Finance | 2.35 | 2.19 |
| Industrial Products | 1.08 | 3.6 |
| Telecom - Services | 3.06 | - |
| Chemicals & Petrochemicals | 1.54 | 4.37 |
| Cement & Cement Products | 3.52 | 2.94 |
| Food Products | 1.46 | 2.43 |
| Power | 2.31 | - |
| Realty | 3.03 | 1.55 |
| Automobiles | 1.08 | 1.93 |
| Gas | - | 2.42 |
| Capital Markets | - | 5.49 |
| Diversified FMCG | - | 4.04 |
| Agricultural Food & other Products | - | 1.82 |
| Industrial Manufacturing | - | 3.7 |
| Diversified | - | 1.23 |
| Financial Technology (Fintech) | - | 1.78 |
| Fertilizers & Agrochemicals | - | 1.87 |
| Media | - | 0.63 |
| Transport Infrastructure | - | 1.84 |
| Beverages | - | 3.82 |
| Entertainment | - | 1.16 |
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