Bandhan Retirement Fund vs Aditya Birla Sun Life Retirement Fund compare

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tortoise-icon Bandhan Retirement Fund - Regular (G)

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

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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) ₹161 Cr ₹388 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 18 Oct 2023 10 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 2.33 2.39
Manager Viraj Kulkarni Dhaval Joshi
ISIN Code INF194KB1GN7 INF209KB1H99
Exits Load /365 Nil/365

Trailing Lumpsum Returns

Scheme Name Bandhan Retirement Fund - Regular (G) Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
1 Month 1.05% 2.13%
6 Month 12.26% 19.73%
1 Year - 33.16%
3 Year - 14.81%
5 Year - 16.15%

SIP Return Analysis

Scheme Name Bandhan Retirement Fund - Regular (G) Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
6 Month - -
1 Year 8.68% 14.53%
3 Year 8.68% 30.51%
5 Year 8.68% 48.36%

Rolling Lumpsum Returns

Scheme Name Bandhan Retirement Fund - Regular (G) Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
1 Year 10.37% 15.19%
3 Year 10.37% 36.66%
5 Year 10.37% 53.49%

Risk Management

Scheme Name Bandhan Retirement Fund - Regular (G) Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Standard Deviation - 11.61%
Sharp - 0.68%
Beta - 0.85%
Alpha - -3.34%

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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
Fund Manage 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 28.71 7.37
Large Cap 57.36 59.87
Mid Cap 9.66 13.36
Small Cap 4.27 19.39

Sector Allocation

Scheme Name

Bandhan Retirement Fund - Regular (G)

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

Others 23.12 4.23
Financial 14.21 28.38
Technology 2.92 5.3
Automobile 4.06 4.68
Consumer Discretionary 0.82 2.82
Construction 3.2 7.28
Energy 5.45 9.78
Communication 2.05 2.8
Sovereign 25.32 0.34
Metals & Mining 3.87 2.89
Healthcare 2 7.59
Capital Goods 1.63 7.25
Chemicals 1.54 -
Consumer Staples 2.64 4.44
Materials 1.32 4.86
Services 5.4 5.96
Insurance 0.45 1.39

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