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) | ₹186 Cr | ₹431 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 | -0.62% | -0.25% |
| 6 Month | 2.93% | 5.13% |
| 1 Year | 4.63% | 5.14% |
| 3 Year | - | 15.13% |
| 5 Year | - | 12.31% |
SIP Return Analysis
| Scheme Name | Bandhan Retirement Fund - Regular (G) | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 6 Month | 1.84% | 2.45% |
| 1 Year | 10.41% | 18.85% |
| 3 Year | - | 15.08% |
| 5 Year | - | 13.38% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Retirement Fund - Regular (G) | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 1 Year | 6.56% | 9.79% |
| 3 Year | - | 12.51% |
| 5 Year | - | 14.3% |
Risk Management
| Scheme Name | Bandhan Retirement Fund - Regular (G) | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Standard Deviation | - | 13.18% |
| Sharp | - | 0.61% |
| Beta | - | 0.96% |
| Alpha | - | -0.46% |
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 | 26.91 | 10.24 |
| Large Cap | 58.54 | 43.31 |
| Mid Cap | 10.55 | 21.23 |
| Small Cap | 4 | 25.22 |
Sector Allocation
| Scheme Name |
Bandhan Retirement Fund - Regular (G) |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Others | 23.77 | 2.91 |
| Energy | 6.9 | 2.07 |
| Technology | 8.12 | 12.33 |
| Consumer Defensive | 3.5 | 7.03 |
| Industrials | 7.17 | 14.31 |
| Basic Materials | 6.24 | 9.3 |
| Financial Services | 23.51 | 25.77 |
| Healthcare | 1.89 | 7.61 |
| Utilities | 1.14 | 2.96 |
| Consumer Cyclical | 9.05 | 12.97 |
| Communication Services | 7.91 | - |
| Real Estate | 0.8 | 2.74 |
Top Comparisons
Invesco India Corporate Bond Fund - Growth
3Y Returns7.41%
DSP Corporate Bond Fund - Regular - Growth
3Y Returns7.2%
Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option
3Y Returns6.53%
Axis Corporate Bond Fund - Regular Plan Growth
3Y Returns7.53%
Tata Short Term Bond Fund -Regular Plan- Growth Option
3Y Returns6.92%
Axis Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.56%
Nippon India Multi Cap Fund-Growth Plan-Bonus Option
3Y Returns%
Mirae Asset Multicap Fund - Regular (G)
3Y Returns0%