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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) | ₹6612 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% | -0.74% |
| 6 Month | 8.53% | 6.75% |
| 1 Year | 1.12% | 2.86% |
| 3 Year | 18.32% | - |
| 5 Year | 24.57% | - |
SIP Return Analysis
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Bandhan Retirement Fund - Regular (G) |
|---|---|---|
| 6 Month | 2.43% | 1.87% |
| 1 Year | 3.49% | 4.69% |
| 3 Year | 15.04% | - |
| 5 Year | 18.09% | - |
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 | 1.11% | - |
| Beta | 0.80% | - |
| Alpha | 4.04% | - |
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 | 11.48 | 30.87 |
| Large Cap | 60.93 | 54.87 |
| Mid Cap | 8.67 | 9.76 |
| Small Cap | 18.91 | 4.5 |
Sector Allocation
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Bandhan Retirement Fund - Regular (G) |
|---|---|---|
| Others | 10.61 | 28.98 |
| Energy | 5.34 | 6.44 |
| Financial Services | 31.76 | 20.34 |
| Technology | 7.11 | 5.87 |
| Industrials | 14.1 | 7.93 |
| Real Estate | 1.15 | 0.88 |
| Healthcare | 6.89 | 2.02 |
| Consumer Cyclical | 8.6 | 10.17 |
| Basic Materials | 4.86 | 5.39 |
| Consumer Defensive | 3.72 | 2.97 |
| Communication Services | 3.6 | 7.73 |
| Utilities | 2.26 | 1.27 |
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