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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 Risk | Very High Risk |
| 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 | -4.51% | -6.48% |
| 6 Month | -12.6% | -11.8% |
| 1 Year | 4.56% | 8.07% |
| 3 Year | 15% | 12.76% |
| 5 Year | 14.22% | 12.9% |
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 | -10.63% | -8.92% |
| 3 Year | 14.77% | 13.09% |
| 5 Year | 17.4% | 14.02% |
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 | 14.191% | 12.68% |
| Sharp | 0.64% | 0.565% |
| 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 |
| 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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