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Tata Retirement Savings Fund vs HDFC Retirement Savings Fund compare

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tortoise-icon HDFC Retirement Savings Fund - Equity Plan - Growth Option

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tortoise-icon 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 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 Very High
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 5.84% 6.46%
6 Month -10.35% -13%
1 Year 5.74% 6.55%
3 Year 17.71% 12.76%
5 Year 30.55% 20.86%

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 -3.51% -7.38%
1 Year -6.47% -11.71%
3 Year 16.51% 13.12%
5 Year 20.54% 13.58%

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 11.88% 13.489%
Sharp 0.874% 0.431%
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
Funds Managed 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 12.24 8.04
Large Cap 58.58 39.07
Mid Cap 8.29 21.88
Small Cap 20.89 31

Sector Allocation

Scheme Name

HDFC Retirement Savings Fund - Equity Plan - Growth Option

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

Others 12.17 8.9
Energy 4.28 4.73
Financial Services 30.8 24.95
Technology 8.97 14.88
Industrials 14.32 11.06
Healthcare 5.36 0.89
Consumer Cyclical 10.1 9.91
Basic Materials 4.29 7.18
Consumer Defensive 4.55 12.16
Communication Services 3.45 1.56
Utilities 1.7 2.45
Real Estate - 1.33

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