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HDFC Retirement Savings Fund vs Tata Retirement Savings Fund compare
HDFC Retirement Savings Fund - Equity Plan - Growth Option
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Fund | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5897 Cr | ₹1979 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹150 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 26 Feb 2016 | 01 Nov 2011 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE India Bond Index |
| Turn Over | 14.13% | 64.15% |
| Expense Ratio | 1.77 | 2.01 |
| Manager | Dhruv Muchhal | Murthy Nagarajan |
| ISIN Code | INF179KB1MG8 | 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 | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 1 Month | -3.29% | -4.67% |
| 6 Month | -12.08% | -15.25% |
| 1 Year | 2.98% | 3.24% |
| 3 Year | 17.91% | 12.3% |
| 5 Year | 23.51% | 14.81% |
SIP Return Analysis
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | -8.33% | -11.99% |
| 1 Year | -13.61% | -19.27% |
| 3 Year | 13.73% | 9.91% |
| 5 Year | 19.12% | 11.73% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 19.02% | 14.6% |
| 3 Year | 18.79% | 15.69% |
| 5 Year | 16.85% | 14.74% |
Risk Management
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 11.88% | 13.489% |
| Sharp | 0.874% | 0.431% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Murthy Nagarajan |
| Total AUM | ₹520687 Cr | ₹18015 Cr |
| Fund Manage | 40 | 11 |
| HDFC Retirement Savings Fund - Equity Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
Market Cap
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Others | 12.24368 | 8.04195 |
| Large Cap | 58.58021 | 39.07272 |
| Mid Cap | 8.28824 | 21.88205 |
| Small Cap | 20.88784 | 31.00328 |
Sector Allocation
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Others | 12.17184 | 8.90391 |
| Energy | 4.28297 | 4.73126 |
| Financial Services | 30.80498 | 24.95412 |
| Technology | 8.97006 | 14.87812 |
| Industrials | 14.3238 | 11.06019 |
| Healthcare | 5.35592 | 0.89361 |
| Consumer Cyclical | 10.10481 | 9.90924 |
| Basic Materials | 4.28895 | 7.18081 |
| Consumer Defensive | 4.54922 | 12.15646 |
| Communication Services | 3.44965 | 1.55818 |
| Utilities | 1.69777 | 2.44726 |
| Real Estate | - | 1.32684 |
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