Axis Retirement Savings Fund vs Tata Retirement Savings Fund compare

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tortoise-icon Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option

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tortoise-icon Axis Retirement Fund - Dynamic Plan - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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

Trailing Lumpsum Returns

Scheme Name Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option Axis Retirement Fund - Dynamic Plan - Regular Growth
1 Month -5.18% -4.01%
6 Month 7.89% 10.25%
1 Year 24.55% 30.72%
3 Year 12.21% 9.67%
5 Year 15.37% -

SIP Return Analysis

Scheme Name Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option Axis Retirement Fund - Dynamic Plan - Regular Growth
6 Month - -
1 Year 22.13% 24.34%
3 Year 22.34% 20.26%
5 Year 19.3% -

Rolling Lumpsum Returns

Scheme Name Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option Axis Retirement Fund - Dynamic Plan - Regular Growth
1 Year 14.41% 16.86%
3 Year 15.76% 12.2%
5 Year 14.66% -

Risk Management

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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Fund Managers

Scheme 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

Market Cap

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

Sector Allocation

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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