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) | ₹6584 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 | 2.5% | 2.06% |
6 Month | 14.27% | 9.99% |
1 Year | -1.51% | 1.43% |
3 Year | 18.71% | - |
5 Year | 23.95% | - |
SIP Return Analysis
Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Bandhan Retirement Fund - Regular (G) |
---|---|---|
6 Month | 2.71% | 2.61% |
1 Year | 8.55% | 8.84% |
3 Year | 15.53% | - |
5 Year | 18.1% | - |
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 | 0.95% | - |
Beta | 0.81% | - |
Alpha | 3.95% | - |
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 | 9.97 | 28.5 |
Large Cap | 61.87 | 56.96 |
Mid Cap | 8.67 | 10.29 |
Small Cap | 19.49 | 4.24 |
Sector Allocation
Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Bandhan Retirement Fund - Regular (G) |
---|---|---|
Others | 9.2 | 25.77 |
Energy | 5.15 | 6.33 |
Financial Services | 30.94 | 22.83 |
Technology | 7.92 | 8.04 |
Industrials | 14.32 | 6.69 |
Real Estate | 1.12 | 0.82 |
Healthcare | 7.3 | 1.97 |
Consumer Cyclical | 9.61 | 8.82 |
Basic Materials | 4.77 | 6.22 |
Consumer Defensive | 3.7 | 3.67 |
Communication Services | 3.62 | 7.64 |
Utilities | 2.33 | 1.19 |
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