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Bandhan Retirement Fund vs HDFC Retirement Savings Fund compare
HDFC Retirement Savings Fund - Equity Plan - Growth Option
Bandhan Retirement Fund - Regular (G)
Chart Comparison
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) | ₹6969 Cr | ₹186 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 | -0.4% | -0.05% |
| 6 Month | 0.64% | 1.45% |
| 1 Year | 0.54% | 3.41% |
| 3 Year | 17.03% | - |
| 5 Year | 21.03% | - |
SIP Return Analysis
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Bandhan Retirement Fund - Regular (G) |
|---|---|---|
| 6 Month | 2.48% | 2.51% |
| 1 Year | 12.2% | 10.98% |
| 3 Year | 13.89% | - |
| 5 Year | 16.67% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Bandhan Retirement Fund - Regular (G) |
|---|---|---|
| 1 Year | 14.7% | 6.56% |
| 3 Year | 18.93% | - |
| 5 Year | 17.74% | - |
Risk Management
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Bandhan Retirement Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 10.44% | - |
| Sharp | 1.04% | - |
| Beta | 0.81% | - |
| Alpha | 3.25% | - |
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 | 7.04 | 28.08 |
| Large Cap | 62.76 | 57.62 |
| Mid Cap | 9.9 | 10.17 |
| Small Cap | 20.3 | 4.13 |
Sector Allocation
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Bandhan Retirement Fund - Regular (G) |
|---|---|---|
| Others | 6.24 | 25.23 |
| Energy | 5.5 | 6.66 |
| Financial Services | 30.81 | 22.99 |
| Technology | 9.02 | 7.9 |
| Industrials | 14.14 | 6.85 |
| Real Estate | 1.18 | 0.85 |
| Healthcare | 7.98 | 1.86 |
| Consumer Cyclical | 9.66 | 8.61 |
| Basic Materials | 5.67 | 6.38 |
| Consumer Defensive | 3.77 | 3.52 |
| Communication Services | 3.72 | 7.89 |
| Utilities | 2.32 | 1.26 |
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