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Tata Retirement Savings Fund vs Nippon India Retirement Fund compare
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Chart Comparison
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 | 6.95% | 6.05% |
| 6 Month | -12.99% | -13.87% |
| 1 Year | 6.54% | 7.7% |
| 3 Year | 16.14% | 13.55% |
| 5 Year | 25.05% | 20.34% |
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 | -5.45% | -7.38% |
| 1 Year | -9.88% | -11.71% |
| 3 Year | 15.87% | 13.12% |
| 5 Year | 17.59% | 13.58% |
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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