Bandhan Retirement Fund vs Aditya Birla Sun Life Retirement Fund compare
Bandhan Retirement Fund - Regular (G)
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Chart Comparison
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) | ₹185 Cr | ₹418 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 | -1.2% | -1.26% |
6 Month | 5.72% | 10.13% |
1 Year | 1.85% | 2.09% |
3 Year | - | 15.19% |
5 Year | - | 15.56% |
SIP Return Analysis
Scheme Name | Bandhan Retirement Fund - Regular (G) | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
6 Month | 3.19% | 7.97% |
1 Year | 6.17% | 11.28% |
3 Year | - | 16.4% |
5 Year | - | 14.14% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Retirement Fund - Regular (G) | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
1 Year | 7.11% | 11.05% |
3 Year | - | 12.22% |
5 Year | - | 14.04% |
Risk Management
Scheme Name | Bandhan Retirement Fund - Regular (G) | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
Standard Deviation | - | 14.01% |
Sharp | - | 0.87% |
Beta | - | 0.96% |
Alpha | - | -1.69% |
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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 | 29.67 | 5.92 |
Large Cap | 56.07 | 44.87 |
Mid Cap | 9.89 | 23.52 |
Small Cap | 4.37 | 25.69 |
Sector Allocation
Scheme Name |
Bandhan Retirement Fund - Regular (G) |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
Others | 27.69 | 3.08 |
Energy | 6.8 | 4.74 |
Technology | 6.51 | 9.11 |
Industrials | 7.89 | 17.78 |
Basic Materials | 5.16 | 8.37 |
Financial Services | 20.84 | 26.49 |
Healthcare | 1.92 | 7.57 |
Utilities | 1.29 | 3.38 |
Consumer Defensive | 2.92 | 5.54 |
Consumer Cyclical | 10.05 | 9.9 |
Communication Services | 8.05 | 1.29 |
Real Estate | 0.88 | 2.75 |
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