Tata Retirement Savings Fund vs Aditya Birla Sun Life Retirement Fund compare
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Invest NowTata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Invest NowChart Comparison
Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹388 Cr | ₹2003 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹150 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 10 Mar 2019 | 01 Nov 2011 |
Category | Retirement Funds | Retirement Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | BSE India Bond Index |
Turn Over | 6% | 64.15% |
Expense Ratio | 2.39 | 0.56 |
Manager | Dhaval Joshi | Murthy Nagarajan |
ISIN Code | INF209KB1H99 | INF277K01FG0 |
Exits Load | Nil/365 | Exit load of 1% if redeemed before 61 months./365 |
Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
---|---|---|
1 Month | -5.61% | -5.18% |
6 Month | 7.86% | 7.89% |
1 Year | 26.19% | 24.55% |
3 Year | 10.85% | 12.21% |
5 Year | 12.8% | 15.37% |
Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 20.35% | 22.13% |
3 Year | 19.62% | 22.34% |
5 Year | 16.42% | 19.3% |
Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
---|---|---|
1 Year | 11.96% | 14.41% |
3 Year | 11.95% | 15.76% |
5 Year | 13.54% | 14.66% |
Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
---|---|---|
Standard Deviation | 11.61% | 11.38% |
Sharp | 0.68% | 0.88% |
Beta | 0.85% | 1.64% |
Alpha | -3.34% | 11.76% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts GuidanceScheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
---|---|---|
Name | Dhaval Joshi | Murthy Nagarajan |
Total AUM | ₹361932 Cr | ₹18015 Cr |
Fund Manage | 55 | 11 |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
Scheme Name |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
---|---|---|
Others | 7.37 | 4.89 |
Large Cap | 59.87 | 42.65 |
Small Cap | 19.39 | 27.09 |
Mid Cap | 13.36 | 25.37 |
Scheme Name |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
---|---|---|
Others | 4.23 | 3.09 |
Sovereign | 0.34 | - |
Energy | 9.78 | 11.62 |
Technology | 5.3 | 6.49 |
Consumer Staples | 4.44 | 13.53 |
Construction | 7.28 | 2.3 |
Financial | 28.38 | 16.34 |
Metals & Mining | 2.89 | 3.71 |
Healthcare | 7.59 | 1.36 |
Materials | 4.86 | 2.92 |
Services | 5.96 | 13.47 |
Capital Goods | 7.25 | 9.92 |
Automobile | 4.68 | 5.05 |
Consumer Discretionary | 2.82 | 3.69 |
Communication | 2.8 | - |
Insurance | 1.39 | 0.91 |
Chemicals | - | 4.17 |
Diversified | - | 1.43 |
Top Comparisons
ICICI Prudential Money Market Fund Option - Growth
3Y Returns6.46%
Baroda BNP Paribas Money Market Fund-Regular Plan - Growth
3Y Returns5.98%
Kotak Equity Savings Fund - Regular - Growth
3Y Returns10.41%
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns8.88%
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns10.52%
Axis Balanced Advantage Fund - Regular Plan - Growth
3Y Returns11.23%
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option
3Y Returns5.08%
DSP World Mining Fund - Regular Plan - Growth
3Y Returns5.71%