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) | ₹7055 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 | -0.03% | 0.26% |
| 6 Month | 2.39% | 3.01% |
| 1 Year | 4.88% | 6.59% |
| 3 Year | 19.15% | - |
| 5 Year | 21.01% | - |
SIP Return Analysis
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Bandhan Retirement Fund - Regular (G) |
|---|---|---|
| 6 Month | 0.14% | 0.95% |
| 1 Year | 7.47% | 7.95% |
| 3 Year | 12.78% | - |
| 5 Year | 16.2% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Bandhan Retirement Fund - Regular (G) |
|---|---|---|
| 1 Year | 14.5% | 6.56% |
| 3 Year | 18.86% | - |
| 5 Year | 17.82% | - |
Risk Management
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Bandhan Retirement Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 10.44% | - |
| Sharp | 1.04% | - |
| Beta | 0.81% | - |
| Alpha | 3.25% | - |
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 | 7.58 | 26.91 |
| Large Cap | 63.19 | 58.54 |
| Mid Cap | 9.8 | 10.55 |
| Small Cap | 19.43 | 4 |
Sector Allocation
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Bandhan Retirement Fund - Regular (G) |
|---|---|---|
| Others | 7.02 | 23.77 |
| Energy | 5.55 | 6.9 |
| Financial Services | 31.17 | 23.51 |
| Technology | 9.34 | 8.12 |
| Industrials | 14.01 | 7.17 |
| Real Estate | 0.91 | 0.8 |
| Healthcare | 7.87 | 1.89 |
| Consumer Cyclical | 9.43 | 9.05 |
| Basic Materials | 5.47 | 6.24 |
| Consumer Defensive | 3.68 | 3.5 |
| Communication Services | 3.4 | 7.91 |
| Utilities | 2.14 | 1.14 |
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