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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) | ₹181 Cr | ₹408 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 | 1.65% | 2.17% |
| 6 Month | 9.55% | 20.61% |
| 1 Year | 1.27% | 0.75% |
| 3 Year | - | 14.32% |
| 5 Year | - | 14.08% |
SIP Return Analysis
| Scheme Name | Bandhan Retirement Fund - Regular (G) | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 6 Month | 2.61% | 5.44% |
| 1 Year | 8.84% | 16% |
| 3 Year | - | 15.97% |
| 5 Year | - | 13.75% |
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 | - | 13.39% |
| Sharp | - | 0.55% |
| Beta | - | 0.95% |
| Alpha | - | -0.31% |
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 | 30.87 | 6.22 |
| Large Cap | 54.87 | 46.47 |
| Mid Cap | 9.76 | 20.82 |
| Small Cap | 4.5 | 26.49 |
Sector Allocation
| Scheme Name |
Bandhan Retirement Fund - Regular (G) |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Others | 28.98 | 3.1 |
| Energy | 6.44 | 1.96 |
| Technology | 5.87 | 9.82 |
| Industrials | 7.93 | 17.9 |
| Basic Materials | 5.39 | 9.07 |
| Financial Services | 20.34 | 26.1 |
| Healthcare | 2.02 | 7.98 |
| Utilities | 1.27 | 3.24 |
| Consumer Defensive | 2.97 | 8.11 |
| Consumer Cyclical | 10.17 | 9.87 |
| Communication Services | 7.73 | 0 |
| Real Estate | 0.88 | 2.85 |
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