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) ₹3288 Cr ₹2089 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 1.92 2
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 -5.67% -5.49%
6 Month -6.01% -2.12%
1 Year 13.24% 15.78%
3 Year 14.65% 13.05%
5 Year 14.78% 14.7%

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 - -
1 Year 3.05% 9.8%
3 Year 19.88% 19.8%
5 Year 20.18% 17.85%

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 9.22% 14.41%
3 Year 10.2% 15.76%
5 Year 8.53% 14.66%

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 12.83% 11.38%
Sharp 1.1% 0.88%
Beta 0.97% 1.64%
Alpha 2.83% 11.76%

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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
Fund Manage 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 0.74 8.55
Large Cap 65.56 33.77
Small Cap 17.95 36.32
Mid Cap 15.75 21.36

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 0.74 8.55
Petroleum Products 4.05 2.78
IT - Services 1.92 -
IT - Software 10.02 8.87
Construction 4.43 -
Pharmaceuticals & Biotechnology 4.75 -
Personal Products 0.28 -
Diversified FMCG 1.92 4.04
Non - Ferrous Metals 1.75 -
Banks 21.95 10.66
Industrial Manufacturing 4.54 3.7
Aerospace & Defense 1.63 -
Auto Components 4.28 3.21
Power 4.41 -
Automobiles 1.83 1.93
Capital Markets 1.81 5.49
Industrial Products 2.49 3.6
Telecom - Services 2.64 -
Insurance 2.82 4.73
Finance 3.41 2.19
Entertainment 0.96 1.16
Diversified Metals 0.49 -
Consumer Durables 5.28 4.25
Leisure Services 1.19 -
Cement & Cement Products 1.9 2.94
Gas 0.81 2.42
Consumable Fuels 0.76 -
Other Utilities 0.64 -
Transport Services 0.99 -
Beverages 1.46 3.82
Retailing 1.69 3.15
Realty 1.25 1.55
Textiles & Apparels 0.91 -
Agricultural Food & other Products - 1.82
Diversified - 1.23
Food Products - 2.43
Oil - 1.73
Chemicals & Petrochemicals - 4.37
Household Products - 2.21
Financial Technology (Fintech) - 1.78
Fertilizers & Agrochemicals - 1.87
Electrical Equipment - 1.05
Media - 0.63
Transport Infrastructure - 1.84

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