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) ₹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

Top Comparisons

Invesco India Credit Risk Fund - Regular Plan - Growth Invesco India Credit Risk Fund - Regular Plan - Growth

3Y Returns9.4%

VS

DSP Credit Risk Fund - Regular Plan -Growth DSP Credit Risk Fund - Regular Plan -Growth

3Y Returns14.78%

Compare Now

Bandhan Large & Mid Cap Fund - Regular Plan - Growth Bandhan Large & Mid Cap Fund - Regular Plan - Growth

3Y Returns23.72%

VS

Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option

3Y Returns21.01%

Compare Now

DSP Low Duration Fund - Regular Plan - Growth DSP Low Duration Fund - Regular Plan - Growth

3Y Returns7.23%

VS

UTI Low Duration Fund - Regular Plan - Growth Option UTI Low Duration Fund - Regular Plan - Growth Option

3Y Returns7.5%

Compare Now

Canara Robeco Flexicap Fund - Regular Plan - Growth Option Canara Robeco Flexicap Fund - Regular Plan - Growth Option

3Y Returns15.39%

VS

Quant Flexi Cap Fund-Growth Quant Flexi Cap Fund-Growth

3Y Returns16.23%

Compare Now
Add to Cart Successfully