Tata Retirement Savings Fund vs Axis Retirement Savings Fund compare
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Axis Retirement Fund - Dynamic Plan - Regular Growth
Chart Comparison
| Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Fund | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2089 Cr | ₹385 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 | 2 | 2.41 |
| Manager | Murthy Nagarajan | Vinayak Jayanath |
| ISIN Code | INF277K01FG0 | INF846K01T44 |
| Exits Load | Tata Retirement Savings Fund - Regular Plan - Progressive Plan - Growth charges 1.0% of sell value;. There are no other charges./365 | Data not available./365 |
| Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Month | 4.94% | 2.46% |
| 6 Month | 6.88% | 6.77% |
| 1 Year | 23.15% | 25.95% |
| 3 Year | 15.68% | 11.83% |
| 5 Year | 16.25% | - |
| Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 27.43% | 26.85% |
| 3 Year | 25.12% | 22.36% |
| 5 Year | 20.79% | - |
| Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Year | 14.41% | 16.86% |
| 3 Year | 15.76% | 12.2% |
| 5 Year | 14.66% | - |
| Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Axis Retirement 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 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 Fund - Dynamic Plan - Regular Growth |
| Scheme Name |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 8.55 | 13.2 |
| Large Cap | 33.77 | 50.42 |
| Small Cap | 36.32 | 16.99 |
| Mid Cap | 21.36 | 19.41 |
| Scheme Name |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 8.55 | 13.2 |
| Petroleum Products | 2.78 | 4.61 |
| Gas | 2.42 | - |
| Cement & Cement Products | 2.94 | 0.64 |
| Banks | 10.66 | 13.76 |
| Capital Markets | 5.49 | 0.19 |
| Diversified FMCG | 4.04 | 0.71 |
| Automobiles | 1.93 | 3 |
| Agricultural Food & other Products | 1.82 | - |
| Industrial Manufacturing | 3.7 | 2.44 |
| Finance | 2.19 | 7.4 |
| Diversified | 1.23 | - |
| Food Products | 2.43 | 0.32 |
| IT - Software | 8.87 | 6.97 |
| Oil | 1.73 | 0.74 |
| Consumer Durables | 4.25 | 1.83 |
| Auto Components | 3.21 | 3.56 |
| Chemicals & Petrochemicals | 4.37 | 2.18 |
| Household Products | 2.21 | 0.66 |
| Financial Technology (Fintech) | 1.78 | - |
| Industrial Products | 3.6 | 0.55 |
| Fertilizers & Agrochemicals | 1.87 | 0.87 |
| Electrical Equipment | 1.05 | 3.16 |
| Media | 0.63 | - |
| Insurance | 4.73 | 2.65 |
| Transport Infrastructure | 1.84 | - |
| Retailing | 3.15 | 4.65 |
| Realty | 1.55 | 3.17 |
| Beverages | 3.82 | 0.82 |
| Entertainment | 1.16 | - |
| Pharmaceuticals & Biotechnology | - | 5.12 |
| Construction | - | 2.09 |
| Non - Ferrous Metals | - | 0.36 |
| Healthcare Services | - | 4.87 |
| Aerospace & Defense | - | 1.17 |
| Power | - | 4.25 |
| Telecom - Services | - | 1.69 |
| Consumable Fuels | - | 0.76 |
| Commercial Services & Supplies | - | 0.59 |
| Leisure Services | - | 0.51 |
| Textiles & Apparels | - | 0.53 |
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