Tata Retirement Savings Fund vs Aditya Birla Sun Life Retirement Fund compare

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Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

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Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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 Risk	Very High Risk
Asset Size (Cr)	₹373 Cr	₹1979 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹1000	₹150
Min Addl Investment	₹1000	₹1000
Launch Date	11 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	2.41	2.01
Manager	Dhaval Joshi	Murthy Nagarajan
ISIN Code	INF209KB1H99	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

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	-4.5%	-6.48%
6 Month	-11.28%	-11.8%
1 Year	3.92%	8.07%
3 Year	10.62%	12.76%
5 Year	10.24%	12.9%

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	-10.53%	-8.92%
3 Year	10.25%	13.09%
5 Year	11.18%	14.02%

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	12.47%	14.6%
3 Year	12.02%	15.69%
5 Year	13.27%	14.74%

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	13.102%	12.68%
Sharp	0.392%	0.565%
Beta	-	-
Alpha	-	-

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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	2.79	8.55
Large Cap	52.94	33.77
Small Cap	25.15	36.32
Mid Cap	19.14	21.36

Scheme Name	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth	Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Others	2.79	8.55
Petroleum Products	4.06	2.78
IT - Software	8.23	8.87
Household Products	1.68	2.21
Construction	5.62	-
Banks	21.16	10.66
Non - Ferrous Metals	1.37	-
Pharmaceuticals & Biotechnology	6.57	-
Healthcare Services	2.82	-
Auto Components	5	3.21
Personal Products	1.3	-
Transport Services	0.84	-
Electrical Equipment	3.67	1.05
Insurance	3.7	4.73
Retailing	2.65	3.15
Oil	1.48	1.73
Consumer Durables	6.7	4.25
Leisure Services	0.95	-
Finance	2.35	2.19
Industrial Products	1.08	3.6
Telecom - Services	3.06	-
Chemicals & Petrochemicals	1.54	4.37
Cement & Cement Products	3.52	2.94
Food Products	1.46	2.43
Power	2.31	-
Realty	3.03	1.55
Automobiles	1.08	1.93
Gas	-	2.42
Capital Markets	-	5.49
Diversified FMCG	-	4.04
Agricultural Food & other Products	-	1.82
Industrial Manufacturing	-	3.7
Diversified	-	1.23
Financial Technology (Fintech)	-	1.78
Fertilizers & Agrochemicals	-	1.87
Media	-	0.63
Transport Infrastructure	-	1.84
Beverages	-	3.82
Entertainment	-	1.16