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Tata Retirement Savings Fund vs HDFC Retirement Savings Fund compare
HDFC Retirement Savings Fund - Equity Plan - Growth Option
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Fund | HDFC Retirement Savings Fund - Equity Plan - Growth Option | 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) | ₹5897 Cr | ₹1979 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹150 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 26 Feb 2016 | 01 Nov 2011 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE India Bond Index |
| Turn Over | 14.13% | 64.15% |
| Expense Ratio | 1.77 | 2.01 |
| Manager | Dhruv Muchhal | Murthy Nagarajan |
| ISIN Code | INF179KB1MG8 | 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 1 Month | -2.96% | -6.48% |
| 6 Month | -9.29% | -11.8% |
| 1 Year | 5.82% | 8.07% |
| 3 Year | 18.04% | 12.76% |
| 5 Year | 21.09% | 12.9% |
SIP Return Analysis
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -6.7% | -8.92% |
| 3 Year | 16.15% | 13.09% |
| 5 Year | 21.03% | 14.02% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 19.02% | 14.6% |
| 3 Year | 18.79% | 15.69% |
| 5 Year | 16.85% | 14.74% |
Risk Management
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 11.497% | 12.68% |
| Sharp | 0.968% | 0.565% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Murthy Nagarajan |
| Total AUM | ₹520687 Cr | ₹18015 Cr |
| Fund Manage | 40 | 11 |
| HDFC Retirement Savings Fund - Equity Plan - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
Market Cap
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Others | 7.31 | 8.55 |
| Large Cap | 60.19 | 33.77 |
| Mid Cap | 11.01 | 21.36 |
| Small Cap | 21.49 | 36.32 |
Sector Allocation
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Others | 7.31 | 8.55 |
| Petroleum Products | 4.24 | 2.78 |
| Finance | 1.36 | 2.19 |
| IT - Software | 7.08 | 8.87 |
| Transport Services | 5.05 | - |
| Construction | 3.86 | - |
| Healthcare Services | 0.51 | - |
| Banks | 25.33 | 10.66 |
| Realty | 0.86 | 1.55 |
| Leisure Services | 0.93 | - |
| Pharmaceuticals & Biotechnology | 6.8 | - |
| Automobiles | 6.92 | 1.93 |
| Ferrous Metals | 1.68 | - |
| Fertilizers & Agrochemicals | 0.81 | 1.87 |
| Personal Products | 1.01 | - |
| Paper, Forest & Jute Products | 0.48 | - |
| Agricultural Food & other Products | 0.63 | 1.82 |
| Industrial Products | 2.69 | 3.6 |
| Consumer Durables | 3.68 | 4.25 |
| IT - Services | 0.55 | - |
| Diversified FMCG | 2.13 | 4.04 |
| Insurance | 2.98 | 4.73 |
| Entertainment | 0.59 | 1.16 |
| Gas | 0.65 | 2.42 |
| Aerospace & Defense | 0.62 | - |
| Industrial Manufacturing | 1.63 | 3.7 |
| Capital Markets | 1.19 | 5.49 |
| Telecom - Services | 2.97 | - |
| Electrical Equipment | 1.32 | 1.05 |
| Commercial Services & Supplies | 1.62 | - |
| Power | 0.86 | - |
| Beverages | 1.21 | 3.82 |
| Auto Components | 0.45 | 3.21 |
| Cement & Cement Products | - | 2.94 |
| Diversified | - | 1.23 |
| Food Products | - | 2.43 |
| Oil | - | 1.73 |
| Chemicals & Petrochemicals | - | 4.37 |
| Household Products | - | 2.21 |
| Financial Technology (Fintech) | - | 1.78 |
| Media | - | 0.63 |
| Transport Infrastructure | - | 1.84 |
| Retailing | - | 3.15 |
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