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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) | ₹181 Cr | ₹309 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 | 2.05% | 2.23% |
| 6 Month | 9.14% | 11.5% |
| 1 Year | 1.24% | -2.48% |
| 3 Year | - | 12.22% |
| 5 Year | - | 14.51% |
SIP Return Analysis
| Scheme Name | Bandhan Retirement Fund - Regular (G) | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | 2.61% | 2.47% |
| 1 Year | 8.84% | 6.6% |
| 3 Year | - | 14.37% |
| 5 Year | - | 12.55% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Retirement Fund - Regular (G) | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Year | 7.11% | 14.67% |
| 3 Year | - | 12.3% |
| 5 Year | - | 15.07% |
Risk Management
| Scheme Name | Bandhan Retirement Fund - Regular (G) | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Standard Deviation | - | 11.59% |
| Sharp | - | 0.44% |
| Beta | - | 1.21% |
| Alpha | - | -0.91% |
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 | 30.87 | 16.16 |
| Large Cap | 54.87 | 53.5 |
| Mid Cap | 9.76 | 17.64 |
| Small Cap | 4.5 | 12.7 |
Sector Allocation
| Scheme Name |
Bandhan Retirement Fund - Regular (G) |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 28.98 | 12.04 |
| Energy | 6.44 | 6.04 |
| Technology | 5.87 | 8.9 |
| Industrials | 7.93 | 12.44 |
| Basic Materials | 5.39 | 4.78 |
| Financial Services | 20.34 | 25.5 |
| Healthcare | 2.02 | 9.95 |
| Utilities | 1.27 | 2.35 |
| Consumer Defensive | 2.97 | 3.15 |
| Consumer Cyclical | 10.17 | 8.13 |
| Communication Services | 7.73 | 3.8 |
| Real Estate | 0.88 | 2.93 |
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