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) | ₹6474 Cr | ₹185 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 | 2.15% | 1.23% |
6 Month | 7.43% | 6.74% |
1 Year | 2.32% | 2.72% |
3 Year | 22.38% | - |
5 Year | 26.68% | - |
SIP Return Analysis
Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Bandhan Retirement Fund - Regular (G) |
---|---|---|
6 Month | 7.1% | 4.31% |
1 Year | 8.74% | 6.96% |
3 Year | 18.02% | - |
5 Year | 20.14% | - |
Rolling Lumpsum Returns
Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Bandhan Retirement Fund - Regular (G) |
---|---|---|
1 Year | 17.69% | 8.02% |
3 Year | 18.72% | - |
5 Year | 17.03% | - |
Risk Management
Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Bandhan Retirement Fund - Regular (G) |
---|---|---|
Standard Deviation | 11.49% | - |
Sharp | 1.38% | - |
Beta | 0.80% | - |
Alpha | 4.22% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 11.18 | 30.5 |
Large Cap | 60.94 | 55.52 |
Mid Cap | 9 | 9.72 |
Small Cap | 18.89 | 4.26 |
Sector Allocation
Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Bandhan Retirement Fund - Regular (G) |
---|---|---|
Others | 10.32 | 28.56 |
Energy | 5.66 | 6.64 |
Financial Services | 32.72 | 20.6 |
Technology | 6.37 | 6.41 |
Industrials | 13.72 | 7.82 |
Real Estate | 1.15 | 0.91 |
Healthcare | 5.41 | 1.97 |
Consumer Cyclical | 9.53 | 9.91 |
Basic Materials | 4.72 | 5.11 |
Consumer Defensive | 4.6 | 3.07 |
Communication Services | 3.57 | 7.66 |
Utilities | 2.24 | 1.34 |
Top Comparisons
Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns6.97%
Canara Robeco Ultra Short Term Fund - Regular Plan - Growth Option
3Y Returns6.49%
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
3Y Returns6.88%
Tata Arbitrage Fund-Regular Plan-Growth
3Y Returns6.86%
HDFC Small Cap Fund Regular Growth
3Y Returns28.09%
Baroda BNP Paribas Small Cap Fund - Regular (G)
3Y Returns0%
Tata Flexi Cap Fund -Regular Plan-Growth
3Y Returns19.47%
UTI Flexi Cap Fund - Growth Option
3Y Returns13.99%