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) | ₹1718 Cr | ₹1917 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 | NIFTY 500 TRI | CRISIL Hybrid 25+75 Aggressive Index |
Turn Over | 64.15% | 55.43% |
Expense Ratio | 2.05 | 2.04 |
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 | 10.17% | 8.96% |
6 Month | 17.85% | 15.44% |
1 Year | 40.49% | 33.82% |
3 Year | 17.02% | 15.59% |
5 Year | 16.78% | 15.57% |
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 | 16.02% | 13.24% |
3 Year | 34.86% | 30.17% |
5 Year | 58.92% | 51.93% |
Scheme Name | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option | Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option |
---|---|---|
1 Year | 18.23% | 16.48% |
3 Year | 44.58% | 40.2% |
5 Year | 65.77% | 57.92% |
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 | 0.8% | 0.81% |
Beta | 0.82% | 0.76% |
Alpha | -0.79% | 1.99% |
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Get Free Experts GuidanceScheme 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 |
---|---|---|
Large Cap | 42.65 | 36.67 |
Mid Cap | 25.37 | 22.21 |
Others | 4.89 | 16.92 |
Small Cap | 27.09 | 24.2 |
Scheme Name |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option |
---|---|---|
Financial | 16.34 | 15.46 |
Energy | 11.62 | 12.01 |
Consumer Staples | 13.53 | 11.71 |
Chemicals | 4.17 | 3.43 |
Others | 3.09 | 3.69 |
Technology | 6.49 | 3.56 |
Services | 13.47 | 12.14 |
Metals & Mining | 3.71 | 3.25 |
Materials | 2.92 | 2.67 |
Capital Goods | 9.92 | 10.83 |
Consumer Discretionary | 3.69 | 3.89 |
Automobile | 5.05 | 4.61 |
Diversified | 1.43 | 1.56 |
Construction | 2.3 | 4.14 |
Healthcare | 1.36 | 0.89 |
Insurance | 0.91 | 0.72 |
Sovereign | - | 5.19 |
Communication | - | 0.25 |
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