Tata Retirement Savings Fund vs SBI Retirement Benefit Fund compare
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Chart Comparison
Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
---|---|---|
Fund | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2619 Cr | ₹2003 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹150 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 05 Feb 2021 | 01 Nov 2011 |
Category | Retirement Funds | Retirement Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | BSE India Bond Index |
Turn Over | 6% | 64.15% |
Expense Ratio | 1.94 | 0.56 |
Manager | Rohit Shimpi | Murthy Nagarajan |
ISIN Code | INF200KA1S30 | INF277K01FG0 |
Exits Load | Nil/365 | Exit load of 1% if redeemed before 61 months./365 |
Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
---|---|---|
1 Month | 0.79% | 1.36% |
6 Month | 18.18% | 22.91% |
1 Year | 31.95% | 37.89% |
3 Year | 20.63% | 16.37% |
5 Year | - | 18.93% |
Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 14.58% | 16.02% |
3 Year | 36.73% | 34.86% |
5 Year | 43.1% | 58.92% |
Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
---|---|---|
1 Year | 18.05% | 18.23% |
3 Year | 46.45% | 44.58% |
5 Year | 48.53% | 65.77% |
Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
---|---|---|
Standard Deviation | 10.86% | 11.38% |
Sharp | 1.24% | 0.88% |
Beta | 0.77% | 1.64% |
Alpha | 4.63% | 11.76% |
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Get Free Experts GuidanceScheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
---|---|---|
Name | Rohit Shimpi | Murthy Nagarajan |
Total AUM | ₹15441 Cr | ₹18015 Cr |
Fund Manage | 6 | 11 |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
Scheme Name |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
---|---|---|
Large Cap | 56.86 | 42.65 |
Mid Cap | 26.72 | 25.37 |
Small Cap | 11.32 | 27.09 |
Others | 5.1 | 4.89 |
Scheme Name |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
---|---|---|
Financial | 26.13 | 16.34 |
Automobile | 13.1 | 5.05 |
Construction | 4.5 | 2.3 |
Technology | 6.13 | 6.49 |
Energy | 5.42 | 11.62 |
Capital Goods | 9.98 | 9.92 |
Materials | 6.35 | 2.92 |
Metals & Mining | 7.18 | 3.71 |
Sovereign | 3.32 | - |
Healthcare | 4.22 | 1.36 |
Services | 6.79 | 13.47 |
Others | 1.56 | 3.09 |
Insurance | 2.52 | 0.91 |
Textiles | 1.17 | - |
Consumer Discretionary | 1.63 | 3.69 |
Consumer Staples | - | 13.53 |
Chemicals | - | 4.17 |
Diversified | - | 1.43 |
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