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) | ₹2715 Cr | ₹2089 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 | 1.94 | 2 |
| 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 | -8.14% | -7.63% |
| 6 Month | -7.87% | -3.61% |
| 1 Year | 6.02% | 14.64% |
| 3 Year | 11.83% | 11.45% |
| 5 Year | - | 14.71% |
| 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 | -1.16% | 10.58% |
| 3 Year | 14.42% | 19.95% |
| 5 Year | - | 17.73% |
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 19.22% | 14.41% |
| 3 Year | 20.63% | 15.76% |
| 5 Year | - | 14.66% |
| 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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| 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 |
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