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) | ₹6693 Cr | ₹182 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 | 1.57% | 1.06% |
| 6 Month | 5.56% | 4.76% |
| 1 Year | 3.45% | 5.12% |
| 3 Year | 19.48% | - |
| 5 Year | 24.03% | - |
SIP Return Analysis
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Bandhan Retirement Fund - Regular (G) |
|---|---|---|
| 6 Month | 2.06% | 1.94% |
| 1 Year | 11.15% | 10.14% |
| 3 Year | 15.31% | - |
| 5 Year | 17.89% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Bandhan Retirement Fund - Regular (G) |
|---|---|---|
| 1 Year | 16.78% | 6.56% |
| 3 Year | 18.95% | - |
| 5 Year | 17.34% | - |
Risk Management
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Bandhan Retirement Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 10.93% | - |
| Sharp | 1.04% | - |
| Beta | 0.81% | - |
| Alpha | 3.58% | - |
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 | 7.76 | 28.95 |
| Large Cap | 62.28 | 56.62 |
| Mid Cap | 10.13 | 10.36 |
| Small Cap | 19.83 | 4.07 |
Sector Allocation
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Bandhan Retirement Fund - Regular (G) |
|---|---|---|
| Others | 6.94 | 26.18 |
| Energy | 5.27 | 6.34 |
| Financial Services | 31.13 | 23.06 |
| Technology | 8.65 | 7.63 |
| Industrials | 14.22 | 6.67 |
| Real Estate | 1.16 | 0.83 |
| Healthcare | 7.96 | 1.9 |
| Consumer Cyclical | 9.8 | 8.85 |
| Basic Materials | 5.19 | 6.28 |
| Consumer Defensive | 3.79 | 3.49 |
| Communication Services | 3.53 | 7.48 |
| Utilities | 2.37 | 1.31 |
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