Tata Retirement Savings Fund vs Aditya Birla Sun Life Retirement Fund compare
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Chart 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 | 2.13% | 1.36% |
| 6 Month | 19.73% | 22.91% |
| 1 Year | 33.16% | 37.89% |
| 3 Year | 14.81% | 16.37% |
| 5 Year | 16.15% | 18.93% |
| 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 | 14.53% | 16.02% |
| 3 Year | 30.51% | 34.86% |
| 5 Year | 48.36% | 58.92% |
| 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 | 15.19% | 18.23% |
| 3 Year | 36.66% | 44.58% |
| 5 Year | 53.49% | 65.77% |
| 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% |
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| Scheme 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 |
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