Tata Retirement Savings Fund vs SBI Retirement Benefit Fund compare

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SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

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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	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 Risk	Very High Risk
Asset Size (Cr)	₹2673 Cr	₹1979 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹150
Min Addl Investment	₹1000	₹1000
Launch Date	10 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	1.95	2.01
Manager	Rohit Shimpi	Murthy Nagarajan
ISIN Code	INF200KA1S30	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

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
1 Month	-3.58%	-6.48%
6 Month	-11.69%	-11.8%
1 Year	3.05%	8.07%
3 Year	12.68%	12.76%
5 Year	-	12.9%

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	-11.09%	-8.92%
3 Year	10.48%	13.09%
5 Year	-	14.02%

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
1 Year	18.59%	14.6%
3 Year	20.02%	15.69%
5 Year	-	14.74%

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Standard Deviation	12.293%	12.68%
Sharp	0.575%	0.565%
Beta	-	-
Alpha	-	-

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Scheme 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
Others	5.1	8.55
Large Cap	56.86	33.77
Mid Cap	26.72	21.36
Small Cap	11.32	36.32

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Others	1.56	8.55
Sovereign	3.32	-
Energy	5.42	-
Technology	6.13	-
Construction	4.5	-
Financial	26.13	-
Metals & Mining	7.18	-
Services	6.79	-
Automobile	13.1	-
Capital Goods	9.98	-
Materials	6.35	-
Healthcare	4.22	-
Textiles	1.17	-
Insurance	2.52	4.73
Consumer Discretionary	1.63	-
Petroleum Products	-	2.78
Gas	-	2.42
Cement & Cement Products	-	2.94
Banks	-	10.66
Capital Markets	-	5.49
Diversified FMCG	-	4.04
Automobiles	-	1.93
Agricultural Food & other Products	-	1.82
Industrial Manufacturing	-	3.7
Finance	-	2.19
Diversified	-	1.23
Food Products	-	2.43
IT - Software	-	8.87
Oil	-	1.73
Consumer Durables	-	4.25
Auto Components	-	3.21
Chemicals & Petrochemicals	-	4.37
Household Products	-	2.21
Financial Technology (Fintech)	-	1.78
Industrial Products	-	3.6
Fertilizers & Agrochemicals	-	1.87
Electrical Equipment	-	1.05
Media	-	0.63
Transport Infrastructure	-	1.84
Retailing	-	3.15
Realty	-	1.55
Beverages	-	3.82
Entertainment	-	1.16