Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0
Diwali Decoration Items Diwali Decoration Items

Bandhan Retirement Fund vs HDFC Retirement Savings Fund compare

Link copied to clipboard!

tortoise-icon HDFC Retirement Savings Fund - Equity Plan - Growth Option

Invest Now

tortoise-icon Bandhan Retirement Fund - Regular (G)

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Top Comparisons

Kotak Focused Fund- Regular plan _ Growth Option Kotak Focused Fund- Regular plan _ Growth Option

3Y Returns17.06%

VS

SBI Focused Fund - Regular Plan -Growth SBI Focused Fund - Regular Plan -Growth

3Y Returns16.64%

Compare Now

Invesco India Financial Services Fund - Retail Growth Invesco India Financial Services Fund - Retail Growth

3Y Returns21.06%

VS

LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking & Financial Services Fund Regular-Growth

3Y Returns12.67%

Compare Now

BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth

3Y Returns14.63%

VS

BANDHAN Asset Allocation Fund - Regular Plan - Moderate Plan - Growth BANDHAN Asset Allocation Fund - Regular Plan - Moderate Plan - Growth

3Y Returns12.31%

Compare Now

Kotak Balanced Advantage Fund -Regular Plan - Growth Option Kotak Balanced Advantage Fund -Regular Plan - Growth Option

3Y Returns12.38%

VS

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

3Y Returns12.34%

Compare Now
Add to Cart Successfully