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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) | ₹7086 Cr | ₹188 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 | -3.93% | -2.98% |
| 6 Month | -2.78% | -0.79% |
| 1 Year | 5% | 6.27% |
| 3 Year | 16.22% | - |
| 5 Year | 18.79% | - |
SIP Return Analysis
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Bandhan Retirement Fund - Regular (G) |
|---|---|---|
| 6 Month | -3.05% | -1.88% |
| 1 Year | -0.83% | 1.01% |
| 3 Year | 9.34% | - |
| 5 Year | 14.13% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Bandhan Retirement Fund - Regular (G) |
|---|---|---|
| 1 Year | 13.85% | 6.28% |
| 3 Year | 18.77% | - |
| 5 Year | 17.97% | - |
Risk Management
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Bandhan Retirement Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 10.81% | - |
| Sharp | 1.00% | - |
| Beta | 0.82% | - |
| Alpha | 2.74% | - |
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 | 8.93 | 27.27 |
| Large Cap | 61.91 | 58.5 |
| Mid Cap | 9.77 | 10.3 |
| Small Cap | 19.39 | 3.93 |
Sector Allocation
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Bandhan Retirement Fund - Regular (G) |
|---|---|---|
| Others | 7.96 | 24.11 |
| Energy | 5.63 | 6.97 |
| Financial Services | 30.62 | 23.27 |
| Technology | 9.46 | 8.11 |
| Industrials | 13.4 | 6.78 |
| Real Estate | 0.9 | 0.75 |
| Healthcare | 7.7 | 1.88 |
| Consumer Cyclical | 9.63 | 9.16 |
| Basic Materials | 5.65 | 6.39 |
| Consumer Defensive | 3.53 | 3.47 |
| Communication Services | 3.37 | 7.93 |
| Utilities | 2.14 | 1.17 |
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