Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Bandhan Retirement Fund vs Aditya Birla Sun Life Retirement Fund compare

Link copied to clipboard!

tortoise-icon Bandhan Retirement Fund - Regular (G)

Invest Now

tortoise-icon Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Bandhan Retirement Fund - Regular (G) Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Fund Bandhan Retirement Fund - Regular (G) Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Investment Plan Growth Growth
Level of Risk High Very High
Asset Size (Cr) ₹171 Cr ₹373 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 12 Oct 2023 11 Mar 2019
Category Retirement Funds Retirement Funds
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 50+50 Moderate Index NIFTY 500 TRI
Turn Over % 6%
Expense Ratio 2.35 2.41
Manager Viraj Kulkarni Dhaval Joshi
ISIN Code INF194KB1GN7 INF209KB1H99
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Bandhan Retirement Fund - Regular (G) Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
1 Month 1.03% 4.96%
6 Month 0.64% -1.18%
1 Year 4.63% 7.05%
3 Year - 18.5%
5 Year - 16.58%

SIP Return Analysis

Scheme Name Bandhan Retirement Fund - Regular (G) Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
6 Month 4.8% 10.85%
1 Year 5.88% 11.16%
3 Year - 16.51%
5 Year - 14.09%

Rolling Lumpsum Returns

Scheme Name Bandhan Retirement Fund - Regular (G) Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
1 Year 8.02% 11.52%
3 Year - 11.98%
5 Year - 13.42%

Risk Management

Scheme Name Bandhan Retirement Fund - Regular (G) Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Standard Deviation - 13.102%
Sharp - 0.392%
Beta - -
Alpha - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Bandhan Retirement Fund - Regular (G) Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Name Viraj Kulkarni Dhaval Joshi
Total AUM ₹0 Cr ₹361932 Cr
Funds Managed 8 55
Bandhan Retirement Fund - Regular (G) Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

Market Cap

Scheme Name

Bandhan Retirement Fund - Regular (G)

Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

Others 29.88 5.8
Large Cap 57.19 51.19
Mid Cap 8.97 19.94
Small Cap 3.96 23.07

Sector Allocation

Scheme Name

Bandhan Retirement Fund - Regular (G)

Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

Others 29.81 5.8
Energy 6.35 4.83
Technology 7.69 10.41
Industrials 7.09 12.8
Basic Materials 4.78 8.14
Financial Services 19.06 26.98
Healthcare 2.13 8.69
Utilities 1.31 2.39
Consumer Defensive 3.38 4.18
Consumer Cyclical 10.09 9.19
Communication Services 7.48 3.02
Real Estate 0.84 3.57

Top Comparisons

HSBC Banking and PSU Debt Fund - Regular Growth HSBC Banking and PSU Debt Fund - Regular Growth

3Y Returns7.35%

VS

LIC MF Banking & PSU Debt Fund-Growth LIC MF Banking & PSU Debt Fund-Growth

3Y Returns7.29%

Compare Now

Axis Value Fund - Regular Plan - Growth Axis Value Fund - Regular Plan - Growth

3Y Returns26.93%

VS

Quant Value Fund Regular - Growth Quant Value Fund Regular - Growth

3Y Returns27.26%

Compare Now

Kotak Liquid Regular Plan Growth Kotak Liquid Regular Plan Growth

3Y Returns6.18%

VS

Kotak Liquid Regular Plan Growth Kotak Liquid Regular Plan Growth

3Y Returns6.18%

Compare Now

ICICI Prudential Bond Fund - Growth ICICI Prudential Bond Fund - Growth

3Y Returns8.77%

VS

Nippon India Income Fund - Growth Plan Growth Option Nippon India Income Fund - Growth Plan Growth Option

3Y Returns7.79%

Compare Now
Add to Cart Successfully