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
| 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) | ₹402 Cr | ₹2089 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 |
| 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 |
| 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% | 4.94% |
| 6 Month | 3.88% | 6.88% |
| 1 Year | 19.16% | 23.15% |
| 3 Year | 13.23% | 15.68% |
| 5 Year | 12.96% | 16.25% |
| 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 | 14.6% | 21.06% |
| 3 Year | 18.95% | 23.27% |
| 5 Year | 16.23% | 19.96% |
| 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 | 11.96% | 14.41% |
| 3 Year | 11.95% | 15.76% |
| 5 Year | 13.54% | 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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| 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 |
| 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 | 8.55 |
| Large Cap | 59.87 | 33.77 |
| Small Cap | 19.39 | 36.32 |
| Mid Cap | 13.36 | 21.36 |
| 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 | 8.55 |
| Sovereign | 0.34 | - |
| Energy | 9.78 | - |
| Technology | 5.3 | - |
| Consumer Staples | 4.44 | - |
| Construction | 7.28 | - |
| Financial | 28.38 | - |
| Metals & Mining | 2.89 | - |
| Healthcare | 7.59 | - |
| Materials | 4.86 | - |
| Services | 5.96 | - |
| Capital Goods | 7.25 | - |
| Automobile | 4.68 | - |
| Consumer Discretionary | 2.82 | - |
| Communication | 2.8 | - |
| Insurance | 1.39 | 4.73 |
| Petroleum Products | - | 2.78 |
| Gas | - | 2.42 |
| Cement & Cement Products | - | 2.94 |
| Banks | - | 10.66 |
| Capital Markets | - | 5.49 |
| Diversified FMCG | - | 4.04 |
| Automobiles | - | 1.93 |
| Agricultural Food & other Products | - | 1.82 |
| Industrial Manufacturing | - | 3.7 |
| Finance | - | 2.19 |
| Diversified | - | 1.23 |
| Food Products | - | 2.43 |
| IT - Software | - | 8.87 |
| Oil | - | 1.73 |
| Consumer Durables | - | 4.25 |
| Auto Components | - | 3.21 |
| Chemicals & Petrochemicals | - | 4.37 |
| Household Products | - | 2.21 |
| Financial Technology (Fintech) | - | 1.78 |
| Industrial Products | - | 3.6 |
| Fertilizers & Agrochemicals | - | 1.87 |
| Electrical Equipment | - | 1.05 |
| Media | - | 0.63 |
| Transport Infrastructure | - | 1.84 |
| Retailing | - | 3.15 |
| Realty | - | 1.55 |
| Beverages | - | 3.82 |
| Entertainment | - | 1.16 |
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