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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) | ₹186 Cr | ₹316 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 | 0.93% | 0.7% |
| 6 Month | 3.32% | 3.07% |
| 1 Year | 8.01% | 5.4% |
| 3 Year | - | 14.52% |
| 5 Year | - | 13.24% |
SIP Return Analysis
| Scheme Name | Bandhan Retirement Fund - Regular (G) | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | 2.16% | 1.8% |
| 1 Year | 10.39% | 9.23% |
| 3 Year | - | 13.76% |
| 5 Year | - | 12.22% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Retirement Fund - Regular (G) | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Year | 6.56% | 12.47% |
| 3 Year | - | 12.37% |
| 5 Year | - | 14.72% |
Risk Management
| Scheme Name | Bandhan Retirement Fund - Regular (G) | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Standard Deviation | - | 11.45% |
| Sharp | - | 0.65% |
| Beta | - | 1.24% |
| Alpha | - | -0.22% |
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 | 28.08 | 15.99 |
| Large Cap | 57.62 | 56.93 |
| Mid Cap | 10.17 | 15.33 |
| Small Cap | 4.13 | 11.75 |
Sector Allocation
| Scheme Name |
Bandhan Retirement Fund - Regular (G) |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 25.23 | 12.93 |
| Energy | 6.66 | 6.28 |
| Technology | 7.9 | 10.07 |
| Consumer Defensive | 3.52 | 3.88 |
| Industrials | 6.85 | 11.9 |
| Basic Materials | 6.38 | 4.99 |
| Financial Services | 22.99 | 25.1 |
| Healthcare | 1.86 | 9.75 |
| Utilities | 1.26 | 1.89 |
| Consumer Cyclical | 8.61 | 8.19 |
| Communication Services | 7.89 | 2.89 |
| Real Estate | 0.85 | 2.13 |
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