Tata Retirement Savings Fund vs ICICI Prudential Retirement Fund compare
ICICI Prudential Retirement Fund - Pure Equity - Growth Option
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Chart Comparison
| Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Fund | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Very High |
| Asset Size (Cr) | ₹1017 Cr | ₹2089 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹150 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 27 Feb 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 | 67% | 64.15% |
| Expense Ratio | 2.15 | 2 |
| Manager | Sharmila D'mello | Murthy Nagarajan |
| ISIN Code | INF109KC1TQ6 | 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 | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 1 Month | -4.34% | -5.49% |
| 6 Month | -3.05% | -2.12% |
| 1 Year | 15.34% | 15.78% |
| 3 Year | 18.53% | 13.05% |
| 5 Year | 21.85% | 14.7% |
| Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 2.73% | 9.8% |
| 3 Year | 23.58% | 19.8% |
| 5 Year | 25.45% | 17.85% |
| Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 23.24% | 14.41% |
| 3 Year | 26.35% | 15.76% |
| 5 Year | 23.37% | 14.66% |
| Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 13.47% | 11.38% |
| Sharp | 1.53% | 0.88% |
| Beta | 0.79% | 1.64% |
| Alpha | 9.75% | 11.76% |
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| Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Name | Sharmila D'mello | Murthy Nagarajan |
| Total AUM | ₹354743 Cr | ₹18015 Cr |
| Fund Manage | 35 | 11 |
| ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
| Scheme Name |
ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Others | 5.95 | 8.55 |
| Large Cap | 52.15 | 33.77 |
| Small Cap | 18.89 | 36.32 |
| Mid Cap | 23.03 | 21.36 |
| Scheme Name |
ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Others | 3.68 | 8.55 |
| Cement & Cement Products | 9.38 | 2.94 |
| Automobiles | 7.22 | 1.93 |
| Telecom - Services | 5.79 | - |
| Electrical Equipment | 4.18 | 1.05 |
| Construction | 2.82 | - |
| Ferrous Metals | 7.1 | - |
| Non - Ferrous Metals | 0.36 | - |
| Pharmaceuticals & Biotechnology | 3.61 | - |
| Chemicals & Petrochemicals | 3.38 | 4.37 |
| Banks | 2.46 | 10.66 |
| Petroleum Products | 3.34 | 2.78 |
| Capital Markets | 6.99 | 5.49 |
| Consumer Durables | 1.93 | 4.25 |
| Finance | 5.15 | 2.19 |
| Diversified Metals | 1.91 | - |
| Industrial Products | 4.34 | 3.6 |
| Gas | 1.19 | 2.42 |
| Entertainment | 0.11 | 1.16 |
| Agricultural, Commercial & Construction Vehicles | 2.53 | - |
| Aerospace & Defense | 1.89 | - |
| Realty | 6.53 | 1.55 |
| Retailing | 1.4 | 3.15 |
| Healthcare Services | 0.22 | - |
| Leisure Services | 0.2 | - |
| Auto Components | 2.1 | 3.21 |
| Fertilizers & Agrochemicals | 1.76 | 1.87 |
| Transport Services | 2.96 | - |
| It - Software | 3.6 | - |
| Insurance | 1.3 | 4.73 |
| Commercial Services & Supplies | 0.01 | - |
| Transport Infrastructure | 0.09 | 1.84 |
| Textiles & Apparels | 0.49 | - |
| Diversified FMCG | - | 4.04 |
| Agricultural Food & other Products | - | 1.82 |
| Industrial Manufacturing | - | 3.7 |
| Diversified | - | 1.23 |
| Food Products | - | 2.43 |
| IT - Software | - | 8.87 |
| Oil | - | 1.73 |
| Household Products | - | 2.21 |
| Financial Technology (Fintech) | - | 1.78 |
| Media | - | 0.63 |
| Beverages | - | 3.82 |
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