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) | ₹5897 Cr | ₹171 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 | 3.36% | 2.66% |
6 Month | -2.06% | 0.5% |
1 Year | 7.59% | 6.57% |
3 Year | 18.96% | - |
5 Year | 27.8% | - |
SIP Return Analysis
Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Bandhan Retirement Fund - Regular (G) |
---|---|---|
6 Month | 1.95% | 2.16% |
1 Year | -1.27% | 1.32% |
3 Year | 17.76% | - |
5 Year | 20.78% | - |
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 | 11.88% | - |
Sharp | 0.874% | - |
Beta | - | - |
Alpha | - | - |
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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 |
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 | 12.24 | 29.88 |
Large Cap | 58.58 | 57.19 |
Mid Cap | 8.29 | 8.97 |
Small Cap | 20.89 | 3.96 |
Sector Allocation
Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Bandhan Retirement Fund - Regular (G) |
---|---|---|
Others | 12.17 | 29.81 |
Energy | 4.28 | 6.35 |
Financial Services | 30.8 | 19.06 |
Technology | 8.97 | 7.69 |
Industrials | 14.32 | 7.09 |
Healthcare | 5.36 | 2.13 |
Consumer Cyclical | 10.1 | 10.09 |
Basic Materials | 4.29 | 4.78 |
Consumer Defensive | 4.55 | 3.38 |
Communication Services | 3.45 | 7.48 |
Utilities | 1.7 | 1.31 |
Real Estate | - | 0.84 |
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