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Tata Retirement Savings Fund vs Nippon India Retirement Fund compare

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tortoise-icon Nippon India Retirement Fund- Wealth Creation Scheme- Growth 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 Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Fund Nippon India Retirement Fund- Wealth Creation Scheme- Growth 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) ₹3089 Cr ₹1979 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹150
Min Addl Investment ₹500 ₹1000
Launch Date 11 Feb 2015 01 Nov 2011
Category Retirement Funds Retirement Funds
Fund Type Open Ended Open Ended
Benchmark BSE 500 BSE India Bond Index
Turn Over 61% 64.15%
Expense Ratio 1.95 2.01
Manager Pranay Sinha Murthy Nagarajan
ISIN Code INF204KA1B64 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 Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
1 Month 6.69% 7.37%
6 Month -8.12% -9.53%
1 Year 8.08% 7.44%
3 Year 15.44% 13.03%
5 Year 23.47% 18.61%

SIP Return Analysis

Scheme Name Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
6 Month -0.76% -2.5%
1 Year -5.95% -8.22%
3 Year 16.59% 13.98%
5 Year 17.68% 13.88%

Rolling Lumpsum Returns

Scheme Name Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
1 Year 10.23% 14.6%
3 Year 10.45% 15.69%
5 Year 8.68% 14.74%

Risk Management

Scheme Name Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Standard Deviation 14.598% 13.489%
Sharp 0.564% 0.431%
Beta - -
Alpha - -

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Fund Managers

Scheme Name Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Name Pranay Sinha Murthy Nagarajan
Total AUM ₹21046 Cr ₹18015 Cr
Funds Managed 6 11
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option

Market Cap

Scheme Name

Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

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

Others 0.7 8.04
Large Cap 71.08 39.07
Small Cap 13.26 31
Mid Cap 14.96 21.88

Sector Allocation

Scheme Name

Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

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

Others 0.7 8.9
Energy 5.81 4.73
Technology 13.54 14.88
Communication Services 5 1.56
Healthcare 4.86 0.89
Consumer Defensive 4.36 12.16
Industrials 10.31 11.06
Basic Materials 5.24 7.18
Financial Services 31.76 24.95
Consumer Cyclical 13.19 9.91
Utilities 3.91 2.45
Real Estate 1.33 1.33

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