Nippon India Retirement Fund vs Tata Retirement Savings Fund compare
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Chart Comparison
| Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Fund | Nippon India Retirement Fund- Wealth Creation Scheme- Growth 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) | ₹3325 Cr | ₹2003 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹150 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 05 Feb 2015 | 01 Nov 2011 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | BSE India Bond Index |
| Turn Over | 61% | 64.15% |
| Expense Ratio | 1.93 | 0.56 |
| Manager | Pranay Sinha | Murthy Nagarajan |
| ISIN Code | INF204KA1B64 | INF277K01FG0 |
| Exits Load | Nil/365 | Exit load of 1% if redeemed before 61 months./365 |
| Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 1 Month | 1.73% | 1.36% |
| 6 Month | 20.1% | 22.91% |
| 1 Year | 43.18% | 37.89% |
| 3 Year | 20.79% | 16.37% |
| 5 Year | 19.4% | 18.93% |
| Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 16.9% | 16.02% |
| 3 Year | 41.38% | 34.86% |
| 5 Year | 72.61% | 58.92% |
| Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 9.13% | 14.37% |
| 3 Year | 10.2% | 15.77% |
| 5 Year | 8.52% | 14.66% |
| Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 12.83% | 11.38% |
| Sharp | 1.1% | 0.88% |
| Beta | 0.97% | 1.64% |
| Alpha | 2.83% | 11.76% |
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| Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Name | Pranay Sinha | Murthy Nagarajan |
| Total AUM | ₹21046 Cr | ₹18015 Cr |
| Fund Manage | 6 | 11 |
| Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
| Scheme Name |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Others | 1.62 | 4.89 |
| Large Cap | 58.11 | 42.65 |
| Small Cap | 18.78 | 27.09 |
| Mid Cap | 21.51 | 25.37 |
| Scheme Name |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Others | 1.62 | 3.09 |
| Energy | 9.88 | 11.62 |
| Technology | 8.77 | 6.49 |
| Capital Goods | 11.58 | 9.92 |
| Consumer Staples | 3.73 | 13.53 |
| Construction | 5.7 | 2.3 |
| Metals & Mining | 4.35 | 3.71 |
| Financial | 26.09 | 16.34 |
| Healthcare | 3.89 | 1.36 |
| Automobile | 7.2 | 5.05 |
| Services | 7.65 | 13.47 |
| Communication | 0.95 | - |
| Insurance | 2.67 | 0.91 |
| Consumer Discretionary | 2.92 | 3.69 |
| Materials | 2.3 | 2.92 |
| Textiles | 0.72 | - |
| Chemicals | - | 4.17 |
| Diversified | - | 1.43 |
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