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) | ₹5970 Cr | ₹173 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 | 1.78 | 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 | -3.32% | -1.42% |
6 Month | -6.48% | -3.46% |
1 Year | 8.32% | 5.93% |
3 Year | 17.59% | - |
5 Year | 21.5% | - |
SIP Return Analysis
Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Bandhan Retirement Fund - Regular (G) |
---|---|---|
6 Month | - | - |
1 Year | -0.25% | 1.38% |
3 Year | 18.77% | - |
5 Year | 22.24% | - |
Rolling Lumpsum Returns
Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Bandhan Retirement Fund - Regular (G) |
---|---|---|
1 Year | 19.02% | 16.96% |
3 Year | 18.79% | - |
5 Year | 16.85% | - |
Risk Management
Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Bandhan Retirement Fund - Regular (G) |
---|---|---|
Standard Deviation | 10.44% | - |
Sharp | 1.4% | - |
Beta | 0.76% | - |
Alpha | 4.6% | - |
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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 |
Fund Manage | 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 | 7.31 | 28.71 |
Large Cap | 60.19 | 57.36 |
Mid Cap | 11.01 | 9.66 |
Small Cap | 21.49 | 4.27 |
Sector Allocation
Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Bandhan Retirement Fund - Regular (G) |
---|---|---|
Others | 7.31 | 23.12 |
Petroleum Products | 4.24 | - |
Finance | 1.36 | - |
IT - Software | 7.08 | - |
Transport Services | 5.05 | - |
Construction | 3.86 | 3.2 |
Healthcare Services | 0.51 | - |
Banks | 25.33 | - |
Realty | 0.86 | - |
Leisure Services | 0.93 | - |
Pharmaceuticals & Biotechnology | 6.8 | - |
Automobiles | 6.92 | - |
Ferrous Metals | 1.68 | - |
Fertilizers & Agrochemicals | 0.81 | - |
Personal Products | 1.01 | - |
Paper, Forest & Jute Products | 0.48 | - |
Agricultural Food & other Products | 0.63 | - |
Industrial Products | 2.69 | - |
Consumer Durables | 3.68 | - |
IT - Services | 0.55 | - |
Diversified FMCG | 2.13 | - |
Insurance | 2.98 | 0.45 |
Entertainment | 0.59 | - |
Gas | 0.65 | - |
Aerospace & Defense | 0.62 | - |
Industrial Manufacturing | 1.63 | - |
Capital Markets | 1.19 | - |
Telecom - Services | 2.97 | - |
Electrical Equipment | 1.32 | - |
Commercial Services & Supplies | 1.62 | - |
Power | 0.86 | - |
Beverages | 1.21 | - |
Auto Components | 0.45 | - |
Financial | - | 14.21 |
Technology | - | 2.92 |
Automobile | - | 4.06 |
Consumer Discretionary | - | 0.82 |
Energy | - | 5.45 |
Communication | - | 2.05 |
Sovereign | - | 25.32 |
Metals & Mining | - | 3.87 |
Healthcare | - | 2 |
Capital Goods | - | 1.63 |
Chemicals | - | 1.54 |
Consumer Staples | - | 2.64 |
Materials | - | 1.32 |
Services | - | 5.4 |
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