Tata Retirement Savings Fund vs Axis Retirement Savings Fund compare
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
Chart Comparison
| Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Savings Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Fund | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Savings Fund - Dynamic Plan - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2003 Cr | ₹367 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹150 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 Nov 2011 | 20 Dec 2019 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Bond Index | BSE India Bond Index |
| Turn Over | 64.15% | 32.33% |
| Expense Ratio | 0.56 | 2.38 |
| Manager | Murthy Nagarajan | Vinayak Jayanath |
| ISIN Code | INF277K01FG0 | INF846K01T44 |
| Exits Load | Exit load of 1% if redeemed before 61 months./365 | Nil/365 |
| Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Savings Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Month | 1.36% | 3.44% |
| 6 Month | 22.91% | 20.23% |
| 1 Year | 37.89% | 41.18% |
| 3 Year | 16.37% | 13.63% |
| 5 Year | 18.93% | - |
| Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Savings Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 16.02% | 15.93% |
| 3 Year | 34.86% | 28.7% |
| 5 Year | 58.92% | 43.16% |
| Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Savings Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Year | 18.23% | 15.91% |
| 3 Year | 44.58% | 34.95% |
| 5 Year | 65.77% | 47.7% |
| Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Savings Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Standard Deviation | 11.38% | 11.27% |
| Sharp | 0.88% | 0.69% |
| Beta | 1.64% | 1.9% |
| Alpha | 11.76% | 9.5% |
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| Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Savings Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Name | Murthy Nagarajan | Vinayak Jayanath |
| Total AUM | ₹18015 Cr | ₹0 Cr |
| Fund Manage | 11 | 18 |
| Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Savings Fund - Dynamic Plan - Regular Growth |
| Scheme Name |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
Axis Retirement Savings Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 4.89 | 15.12 |
| Large Cap | 42.65 | 50.13 |
| Small Cap | 27.09 | 16.62 |
| Mid Cap | 25.37 | 18.11 |
| Scheme Name |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
Axis Retirement Savings Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 3.09 | 1.88 |
| Energy | 11.62 | 9.69 |
| Materials | 2.92 | 0.92 |
| Financial | 16.34 | 19.71 |
| Technology | 6.49 | 6.24 |
| Consumer Staples | 13.53 | 2.95 |
| Automobile | 5.05 | 9.55 |
| Services | 13.47 | 6.78 |
| Capital Goods | 9.92 | 6.17 |
| Consumer Discretionary | 3.69 | 1.96 |
| Chemicals | 4.17 | 3.56 |
| Healthcare | 1.36 | 9.12 |
| Diversified | 1.43 | 1.3 |
| Construction | 2.3 | 5.86 |
| Metals & Mining | 3.71 | 0.4 |
| Insurance | 0.91 | 1.89 |
| Sovereign | - | 9.94 |
| Communication | - | 1.5 |
| Textiles | - | 0.56 |
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