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 | ₹427 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 | 1.6% | 3.24% |
| 6 Month | 3.94% | 9.43% |
| 1 Year | 7.68% | 10.21% |
| 3 Year | - | 15.06% |
| 5 Year | - | 14.1% |
SIP Return Analysis
| Scheme Name | Bandhan Retirement Fund - Regular (G) | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 6 Month | 2.16% | 3.05% |
| 1 Year | 10.39% | 18.81% |
| 3 Year | - | 15.74% |
| 5 Year | - | 13.73% |
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% | 9.92% |
| 3 Year | - | 12.44% |
| 5 Year | - | 14.4% |
Risk Management
| Scheme Name | Bandhan Retirement Fund - Regular (G) | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Standard Deviation | - | 13.19% |
| Sharp | - | 0.64% |
| Beta | - | 0.95% |
| Alpha | - | -0.76% |
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 | 28.95 | 7.72 |
| Large Cap | 56.62 | 45.83 |
| Mid Cap | 10.36 | 18.8 |
| Small Cap | 4.07 | 27.65 |
Sector Allocation
| Scheme Name |
Bandhan Retirement Fund - Regular (G) |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Others | 26.18 | 2.75 |
| Energy | 6.34 | 1.97 |
| Technology | 7.63 | 10.66 |
| Consumer Defensive | 3.49 | 7.65 |
| Industrials | 6.67 | 16.98 |
| Basic Materials | 6.28 | 9.97 |
| Financial Services | 23.06 | 24.83 |
| Healthcare | 1.9 | 7.68 |
| Utilities | 1.31 | 3.21 |
| Consumer Cyclical | 8.85 | 11.61 |
| Communication Services | 7.48 | - |
| Real Estate | 0.83 | 2.69 |
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