Axis Retirement Savings Fund vs Tata Retirement Savings Fund compare
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Invest NowAxis Retirement Fund - Dynamic Plan - Regular Growth
Invest NowChart Comparison
Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
Fund | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹2003 Cr | ₹367 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹150 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 01 Nov 2011 | 20 Dec 2019 |
Category | Retirement Funds | Retirement Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE India Bond Index | BSE India Bond Index |
Turn Over | 64.15% | 32.33% |
Expense Ratio | 0.56 | 2.38 |
Manager | Murthy Nagarajan | Vinayak Jayanath |
ISIN Code | INF277K01FG0 | INF846K01T44 |
Exits Load | Exit load of 1% if redeemed before 61 months./365 | Nil/365 |
Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
1 Month | 1.36% | 3.44% |
6 Month | 22.91% | 20.23% |
1 Year | 37.89% | 41.18% |
3 Year | 16.37% | 13.63% |
5 Year | 18.93% | - |
Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 16.02% | 15.93% |
3 Year | 34.86% | 28.7% |
5 Year | 58.92% | 43.16% |
Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
1 Year | 14.37% | 16.68% |
3 Year | 15.77% | 12.22% |
5 Year | 14.66% | - |
Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
Standard Deviation | 11.38% | 11.27% |
Sharp | 0.88% | 0.69% |
Beta | 1.64% | 1.9% |
Alpha | 11.76% | 9.5% |
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Get Free Experts GuidanceScheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
Name | Murthy Nagarajan | Vinayak Jayanath |
Total AUM | ₹18015 Cr | ₹0 Cr |
Fund Manage | 11 | 18 |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
Scheme Name |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
Others | 4.89 | 15.12 |
Large Cap | 42.65 | 50.13 |
Small Cap | 27.09 | 16.62 |
Mid Cap | 25.37 | 18.11 |
Scheme Name |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
Others | 3.09 | 1.88 |
Energy | 11.62 | 9.69 |
Materials | 2.92 | 0.92 |
Financial | 16.34 | 19.71 |
Technology | 6.49 | 6.24 |
Consumer Staples | 13.53 | 2.95 |
Automobile | 5.05 | 9.55 |
Services | 13.47 | 6.78 |
Capital Goods | 9.92 | 6.17 |
Consumer Discretionary | 3.69 | 1.96 |
Chemicals | 4.17 | 3.56 |
Healthcare | 1.36 | 9.12 |
Diversified | 1.43 | 1.3 |
Construction | 2.3 | 5.86 |
Metals & Mining | 3.71 | 0.4 |
Insurance | 0.91 | 1.89 |
Sovereign | - | 9.94 |
Communication | - | 1.5 |
Textiles | - | 0.56 |
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