- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Bandhan Retirement Fund vs Axis Retirement Savings Fund compare
Bandhan Retirement Fund - Regular (G)
Axis Retirement Fund - Dynamic Plan - Regular Growth
Chart Comparison
Overview
| Scheme Name | Bandhan Retirement Fund - Regular (G) | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Fund | Bandhan Retirement Fund - Regular (G) | Axis Retirement Fund - Dynamic Plan - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Average |
| Asset Size (Cr) | ₹186 Cr | ₹312 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 12 Oct 2023 | 20 Dec 2019 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 50+50 Moderate Index | BSE India Bond Index |
| Turn Over | % | 32.33% |
| Expense Ratio | 2.35 | 2.42 |
| Manager | Viraj Kulkarni | Vinayak Jayanath |
| ISIN Code | INF194KB1GN7 | INF846K01T44 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Bandhan Retirement Fund - Regular (G) | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Month | -0.62% | -1.7% |
| 6 Month | 2.93% | 0.92% |
| 1 Year | 4.63% | -1.55% |
| 3 Year | - | 13.89% |
| 5 Year | - | 11.06% |
SIP Return Analysis
| Scheme Name | Bandhan Retirement Fund - Regular (G) | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | 1.84% | 0.58% |
| 1 Year | 10.41% | 8.03% |
| 3 Year | - | 12.51% |
| 5 Year | - | 11.54% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Retirement Fund - Regular (G) | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Year | 6.56% | 11.9% |
| 3 Year | - | 12.44% |
| 5 Year | - | 14.59% |
Risk Management
| Scheme Name | Bandhan Retirement Fund - Regular (G) | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Standard Deviation | - | 11.27% |
| Sharp | - | 0.72% |
| Beta | - | 1.3% |
| Alpha | - | 0.88% |
Fund Managers
| Scheme Name | Bandhan Retirement Fund - Regular (G) | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Name | Viraj Kulkarni | Vinayak Jayanath |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Funds Managed | 8 | 18 |
| Bandhan Retirement Fund - Regular (G) | Axis Retirement Fund - Dynamic Plan - Regular Growth |
Market Cap
| Scheme Name |
Bandhan Retirement Fund - Regular (G) |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 26.91 | 15.62 |
| Large Cap | 58.54 | 59.1 |
| Mid Cap | 10.55 | 13.58 |
| Small Cap | 4 | 11.7 |
Sector Allocation
| Scheme Name |
Bandhan Retirement Fund - Regular (G) |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 23.77 | 11.95 |
| Energy | 6.9 | 6.66 |
| Technology | 8.12 | 10.11 |
| Consumer Defensive | 3.5 | 4.12 |
| Industrials | 7.17 | 11.31 |
| Basic Materials | 6.24 | 4.75 |
| Financial Services | 23.51 | 25.82 |
| Healthcare | 1.89 | 9.46 |
| Utilities | 1.14 | 1.92 |
| Consumer Cyclical | 9.05 | 8.88 |
| Communication Services | 7.91 | 3 |
| Real Estate | 0.8 | 2.02 |
Top Comparisons
Mahindra Manulife Consumption Fund- Regular Plan - Growth
3Y Returns14.7%
Mirae Asset Great Consumer Fund - Regular Plan - Growth option
3Y Returns16.18%
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
3Y Returns9.58%
Axis Equity Savings Fund - Regular Plan - Growth
3Y Returns9.94%
ICICI Prudential Balanced Advantage Fund - Growth
3Y Returns13.32%
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
3Y Returns11.5%
BANDHAN Infrastructure Fund - Regular Plan - Growth
3Y Returns22.96%
Quant Infrastructure Fund - Growth Option
3Y Returns14.89%
