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Bandhan Retirement Fund vs HDFC Retirement Savings Fund compare

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tortoise-icon HDFC Retirement Savings Fund - Equity Plan - Growth Option

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tortoise-icon Bandhan Retirement Fund - Regular (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Retirement Savings Fund - Equity Plan - Growth Option Bandhan Retirement Fund - Regular (G)
Fund HDFC Retirement Savings Fund - Equity Plan - Growth Option Bandhan Retirement Fund - Regular (G)
Investment Plan Growth Growth
Level of Risk Very High High
Asset Size (Cr) ₹6584 Cr ₹181 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 26 Feb 2016 12 Oct 2023
Category Retirement Funds Retirement Funds
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI CRISIL Hybrid 50+50 Moderate Index
Turn Over 14.13% %
Expense Ratio 1.77 2.35
Manager Dhruv Muchhal Viraj Kulkarni
ISIN Code INF179KB1MG8 INF194KB1GN7
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name HDFC Retirement Savings Fund - Equity Plan - Growth Option Bandhan Retirement Fund - Regular (G)
1 Month 2.5% 2.06%
6 Month 14.27% 9.99%
1 Year -1.51% 1.43%
3 Year 18.71% -
5 Year 23.95% -

SIP Return Analysis

Scheme Name HDFC Retirement Savings Fund - Equity Plan - Growth Option Bandhan Retirement Fund - Regular (G)
6 Month 2.71% 2.61%
1 Year 8.55% 8.84%
3 Year 15.53% -
5 Year 18.1% -

Rolling Lumpsum Returns

Scheme Name HDFC Retirement Savings Fund - Equity Plan - Growth Option Bandhan Retirement Fund - Regular (G)
1 Year 17.17% 7.11%
3 Year 19.1% -
5 Year 17.18% -

Risk Management

Scheme Name HDFC Retirement Savings Fund - Equity Plan - Growth Option Bandhan Retirement Fund - Regular (G)
Standard Deviation 11.08% -
Sharp 0.95% -
Beta 0.81% -
Alpha 3.95% -

Fund Managers

Scheme Name HDFC Retirement Savings Fund - Equity Plan - Growth Option Bandhan Retirement Fund - Regular (G)
Name Dhruv Muchhal Viraj Kulkarni
Total AUM ₹520687 Cr ₹0 Cr
Funds Managed 40 8
HDFC Retirement Savings Fund - Equity Plan - Growth Option Bandhan Retirement Fund - Regular (G)

Market Cap

Scheme Name

HDFC Retirement Savings Fund - Equity Plan - Growth Option

Bandhan Retirement Fund - Regular (G)

Others 9.97 28.5
Large Cap 61.87 56.96
Mid Cap 8.67 10.29
Small Cap 19.49 4.24

Sector Allocation

Scheme Name

HDFC Retirement Savings Fund - Equity Plan - Growth Option

Bandhan Retirement Fund - Regular (G)

Others 9.2 25.77
Energy 5.15 6.33
Financial Services 30.94 22.83
Technology 7.92 8.04
Industrials 14.32 6.69
Real Estate 1.12 0.82
Healthcare 7.3 1.97
Consumer Cyclical 9.61 8.82
Basic Materials 4.77 6.22
Consumer Defensive 3.7 3.67
Communication Services 3.62 7.64
Utilities 2.33 1.19

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