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Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
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Key Metrics Comparison
| Metric | Tata Retirement Savings Fund Moderate Plan - Growth - Direct Plan | SBI Children's Fund - Savings Plan - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Tata MF | SBI MF |
| Category | Solution Oriented - Retirement Fund - Equity | Solution Oriented - Children's Fund |
| NAV | ₹77.48 (29 Oct 2026) | ₹128.64 (30 Oct 2026) |
| Rating | ★★★★★ | ★★★★★ |
| Benchmark | CRISIL Hybrid 25+75 - Aggressive Index | NIFTY 50 Hybrid Composite Debt 15:85 Index |
| Fund Manager | Sonam Udasi | R. Srinivasan |
| Inception | 04 Jan 2013 | 04 Jan 2013 |
| Returns | ||
| 1Y | -1.00% | 7.16% |
| 3Y | 11.39% | 10.70% |
| 5Y | 9.44% | 10.05% |
| Since Inception | 14.36% | 11.81% |
| Risk | ||
| 12.76 | 4.78 | |
| 0.87 | 0.27 | |
| 0.42 | 0.97 | |
| 4.93 | 5.25 | |
| 0.79 | 2.22 | |
| -8.94% | -3.00% | |
| Costs | ||
| Expense Ratio | 0.85% | 0.91% |
| Exit Load | Nil on or after age of 60Y, 1% before 61 months from the Date of allotment | 3% on or before 1Y, 2% after 1Y but on or before 2Y, 1% after 2Y but on or before 3Y, Nil after 3Y |
| Min SIP | ₹150 | ₹500 |
| Min Lumpsum | ₹5,000 | ₹5,000 |
| Lock-in | 5 years | 5 years |
Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.
Portfolio Overlap
Tata MF100%
SBI MF100%
0.0%Only 0.0% of holdings by weight are common between Tata MF and SBI MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
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