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) | ₹2089 Cr | ₹2162 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 | 2 | 2 |
| Manager | Murthy Nagarajan | Murthy Nagarajan |
| ISIN Code | INF277K01FG0 | INF277K01FH8 |
| Exits Load | Tata Retirement Savings Fund - Regular Plan - Progressive Plan - Growth charges 1.0% of sell value;. There are no other charges./365 | Tata Retirement Savings Fund - Regular Plan - Moderate Plan - Growth charges 1.0% of sell value;. There are no other charges./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 | -7.59% | -6.1% |
| 6 Month | -5.74% | -4.02% |
| 1 Year | 14.27% | 13.71% |
| 3 Year | 13.43% | 12.58% |
| 5 Year | 14.51% | 13.82% |
| 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 | 14.85% | 14.11% |
| 3 Year | 22.15% | 19.73% |
| 5 Year | 19.24% | 17.47% |
| 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 | 8.55 | 22.38 |
| Large Cap | 33.77 | 29.22 |
| Small Cap | 36.32 | 29.41 |
| Mid Cap | 21.36 | 18.99 |
| Scheme Name |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option |
|---|---|---|
| Others | 8.55 | 22.38 |
| Petroleum Products | 2.78 | 2.3 |
| Gas | 2.42 | 2.1 |
| Cement & Cement Products | 2.94 | 2.49 |
| Banks | 10.66 | 9.21 |
| Capital Markets | 5.49 | 4.88 |
| Diversified FMCG | 4.04 | 3.56 |
| Automobiles | 1.93 | 1.74 |
| Agricultural Food & other Products | 1.82 | 1.54 |
| Industrial Manufacturing | 3.7 | 3.37 |
| Finance | 2.19 | 2.01 |
| Diversified | 1.23 | 1.16 |
| Food Products | 2.43 | 2.14 |
| IT - Software | 8.87 | 6.29 |
| Oil | 1.73 | 1.48 |
| Consumer Durables | 4.25 | 4.61 |
| Auto Components | 3.21 | 2.79 |
| Chemicals & Petrochemicals | 4.37 | 3.01 |
| Household Products | 2.21 | 1.83 |
| Financial Technology (Fintech) | 1.78 | 1.57 |
| Industrial Products | 3.6 | 3.7 |
| Fertilizers & Agrochemicals | 1.87 | 0.83 |
| Electrical Equipment | 1.05 | 0.89 |
| Media | 0.63 | 0.63 |
| Insurance | 4.73 | 3.99 |
| Transport Infrastructure | 1.84 | 1.66 |
| Retailing | 3.15 | 2.65 |
| Realty | 1.55 | 1.43 |
| Beverages | 3.82 | 3.76 |
| Entertainment | 1.16 | - |
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