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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
Overview
| 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) | ₹1979 Cr | ₹2062 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 | 2.01 | 2.01 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option |
|---|---|---|
| 1 Month | -4.67% | -3.66% |
| 6 Month | -15.25% | -12.04% |
| 1 Year | 3.24% | 4.75% |
| 3 Year | 12.3% | 11.72% |
| 5 Year | 14.81% | 14.11% |
SIP Return Analysis
| Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | -11.99% | -9.62% |
| 1 Year | -19.27% | -14.26% |
| 3 Year | 9.91% | 9.85% |
| 5 Year | 11.73% | 11.35% |
Rolling Lumpsum Returns
| Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 14.6% | 13.67% |
| 3 Year | 15.69% | 14.3% |
| 5 Year | 14.74% | 13.56% |
Risk Management
| Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 13.489% | 11.394% |
| Sharp | 0.431% | 0.447% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option |
|---|---|---|
| Others | 8.04195 | 23.29395 |
| Large Cap | 39.07272 | 33.44386 |
| Small Cap | 31.00328 | 24.93732 |
| Mid Cap | 21.88205 | 18.32486 |
Sector Allocation
| Scheme Name |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option |
|---|---|---|
| Others | 8.90391 | 23.29395 |
| Energy | 4.73126 | 3.92774 |
| Utilities | 2.44726 | 2.10816 |
| Basic Materials | 7.18081 | 5.20276 |
| Financial Services | 24.95412 | 21.65691 |
| Technology | 14.87812 | 10.55883 |
| Healthcare | 0.89361 | 0.743 |
| Consumer Defensive | 12.15646 | 10.81397 |
| Consumer Cyclical | 9.90924 | 9.71369 |
| Industrials | 11.06019 | 10.18769 |
| Communication Services | 1.55818 | 0.58203 |
| Real Estate | 1.32684 | 1.21126 |
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