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Compare Mutual Funds
Comparing HDFC Retirement Savings Fund - Equity Plan vs Tata Retirement Savings Progressive PlanComparing 2/4 funds
- Add Fund
- Add Fund
- Category,
Sub-category - equity, retirement solutions
- equity, retirement solutions
- Fund Age
- 9 yrs 5 m
- 12 yrs 6 m
- Fund Size
- ₹6,474 Cr
- ₹2,083 Cr
- 3 months
- 14.86%
- 19.56%
- 6 months
- 5.45%
- 3.06%
- 1 year
- 4.8%
- 6.05%
- 3 year
- 24.81%
- 22.51%
- 5 year
- 28.03%
- 20.41%
- Standard Deviation
- 11.5
- 13.45
- Sharpe
- 1.49
- 1.16
- Beta
- 0.8
- 0.89
- Sortino
- 2.18
- 1.47
- Alpha
- 5.62
- 2.74
- Top 3 sectors
- Financial (28.860000000000007%)
- Energy (8.33%)
- Automobile (7.530000000000001%)
- Financial (19.630000000000003%)
- Consumer Staples (17.400000000000002%)
- Services (15.04%)
- Top 5 holdings
- HDFC Bank Ltd. (9.01%)
- ICICI Bank Ltd. (7.15%)
- Axis Bank Ltd. (4.42%)
- Reliance Industries Ltd. (4.39%)
- Bharti Airtel Ltd. (3.15%)
- HDFC Bank Ltd. (7.04%)
- BSE Ltd. (4.51%)
- Solar Industries India Ltd. (4.49%)
- Reliance Industries Ltd. (4.24%)
- Tata Consultancy Services Ltd. (4.04%)
- Equity%
- 88.92%
- 97.62%
- Debt%
- 0.0%
- 0.0%
- Turnover Ratio
- NA
- NA
- Yield To Maturity
- NA
- NA
- Modified Duration
- NA
- NA
- Avg. Maturity
- NA
- NA
- Avg. Credit Quality
- NA
- NA
- Expense Ratio
- 0.74%
- 0.54%
- Exit Load
- 0.0%
- 1.0% know more
- Lock-in
- 5 Years
- 5 Years
- Benchmark Index
- NIFTY 500 TRI
- NIFTY 500 TRI
- Min. Investment
- SIP ₹300 & Lumpsum ₹5000
- SIP ₹500 & Lumpsum ₹5000
- Investment Horizon
- Good for Medium Term
- Good for Medium Term
- Managed By
- Shobhit Mehrotra
- Amar Kalkundrikar
- Srinivasan Ramamurthy
- Sonam Udasi
- Murthy Nagarajan
