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) | ₹171 Cr | ₹373 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 | 1.03% | 4.96% |
6 Month | 0.64% | -1.18% |
1 Year | 4.63% | 7.05% |
3 Year | - | 18.5% |
5 Year | - | 16.58% |
SIP Return Analysis
Scheme Name | Bandhan Retirement Fund - Regular (G) | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
6 Month | 4.8% | 10.85% |
1 Year | 5.88% | 11.16% |
3 Year | - | 16.51% |
5 Year | - | 14.09% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Retirement Fund - Regular (G) | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
1 Year | 8.02% | 11.52% |
3 Year | - | 11.98% |
5 Year | - | 13.42% |
Risk Management
Scheme Name | Bandhan Retirement Fund - Regular (G) | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
Standard Deviation | - | 13.102% |
Sharp | - | 0.392% |
Beta | - | - |
Alpha | - | - |
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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 |
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 | 29.88 | 5.8 |
Large Cap | 57.19 | 51.19 |
Mid Cap | 8.97 | 19.94 |
Small Cap | 3.96 | 23.07 |
Sector Allocation
Scheme Name |
Bandhan Retirement Fund - Regular (G) |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
Others | 29.81 | 5.8 |
Energy | 6.35 | 4.83 |
Technology | 7.69 | 10.41 |
Industrials | 7.09 | 12.8 |
Basic Materials | 4.78 | 8.14 |
Financial Services | 19.06 | 26.98 |
Healthcare | 2.13 | 8.69 |
Utilities | 1.31 | 2.39 |
Consumer Defensive | 3.38 | 4.18 |
Consumer Cyclical | 10.09 | 9.19 |
Communication Services | 7.48 | 3.02 |
Real Estate | 0.84 | 3.57 |
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