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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| 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 |
|---|---|---|
| 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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