Nippon India Retirement Fund vs Tata Retirement Savings Fund compare
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Invest NowTata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Invest NowChart 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 | -3.15% | -3.96% |
6 Month | 8.13% | 7.91% |
1 Year | 31.58% | 25.03% |
3 Year | 15.73% | 12.42% |
5 Year | 16.35% | 15.53% |
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 | 21.27% | 22.13% |
3 Year | 24.65% | 22.34% |
5 Year | 22.71% | 19.3% |
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 | 9.22% | 14.41% |
3 Year | 10.2% | 15.76% |
5 Year | 8.53% | 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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Get Free Experts GuidanceScheme 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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