Tata Retirement Savings Fund vs Tata Retirement Savings Fund compare
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option
Chart Comparison
| Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option |
|---|---|---|
| Fund | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2003 Cr | ₹2107 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹150 | ₹150 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 Nov 2011 | 01 Nov 2011 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Bond Index | CRISIL Hybrid 25+75 Aggressive Index |
| Turn Over | 64.15% | 55.43% |
| Expense Ratio | 0.56 | 0.62 |
| Manager | Murthy Nagarajan | Murthy Nagarajan |
| ISIN Code | INF277K01FG0 | INF277K01FH8 |
| Exits Load | Exit load of 1% if redeemed before 61 months./365 | Exit load of 1% if redeemed before 61 months./365 |
| Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option |
|---|---|---|
| 1 Month | -5.85% | -4.36% |
| 6 Month | 7.13% | 7.72% |
| 1 Year | 23.68% | 21.65% |
| 3 Year | 11.93% | 11.52% |
| 5 Year | 15.19% | 14.44% |
| Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 22.13% | 20.36% |
| 3 Year | 22.34% | 20.01% |
| 5 Year | 19.3% | 17.62% |
| Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 14.41% | 13.42% |
| 3 Year | 15.76% | 14.36% |
| 5 Year | 14.66% | 13.47% |
| Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 11.38% | 9.71% |
| Sharp | 0.88% | 0.81% |
| Beta | 1.64% | 0.76% |
| Alpha | 11.76% | 1.99% |
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| Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option |
|---|---|---|
| Name | Murthy Nagarajan | Murthy Nagarajan |
| Total AUM | ₹18015 Cr | ₹18015 Cr |
| Fund Manage | 11 | 11 |
| Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option |
| Scheme Name |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option |
|---|---|---|
| Others | 4.89 | 16.92 |
| Large Cap | 42.65 | 36.67 |
| Small Cap | 27.09 | 24.2 |
| Mid Cap | 25.37 | 22.21 |
| Scheme Name |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option |
|---|---|---|
| Others | 3.09 | 3.69 |
| Energy | 11.62 | 12.01 |
| Materials | 2.92 | 2.67 |
| Financial | 16.34 | 15.46 |
| Technology | 6.49 | 3.56 |
| Consumer Staples | 13.53 | 11.71 |
| Automobile | 5.05 | 4.61 |
| Services | 13.47 | 12.14 |
| Capital Goods | 9.92 | 10.83 |
| Consumer Discretionary | 3.69 | 3.89 |
| Chemicals | 4.17 | 3.43 |
| Healthcare | 1.36 | 0.89 |
| Diversified | 1.43 | 1.56 |
| Construction | 2.3 | 4.14 |
| Metals & Mining | 3.71 | 3.25 |
| Insurance | 0.91 | 0.72 |
| Sovereign | - | 5.19 |
| Communication | - | 0.25 |
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