Bandhan Retirement Fund vs ICICI Prudential Retirement Fund compare
ICICI Prudential Retirement Fund - Pure Equity - Growth Option
Bandhan Retirement Fund - Regular (G)
Chart Comparison
Overview
Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Bandhan Retirement Fund - Regular (G) |
---|---|---|
Fund | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Bandhan Retirement Fund - Regular (G) |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | High |
Asset Size (Cr) | ₹1326 Cr | ₹185 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 27 Feb 2019 | 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 | 67% | % |
Expense Ratio | 2.16 | 2.35 |
Manager | Sharmila D'mello | Viraj Kulkarni |
ISIN Code | INF109KC1TQ6 | INF194KB1GN7 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Bandhan Retirement Fund - Regular (G) |
---|---|---|
1 Month | -3.06% | -1.2% |
6 Month | 10.74% | 5.72% |
1 Year | 4.5% | 1.85% |
3 Year | 24.37% | - |
5 Year | 27.64% | - |
SIP Return Analysis
Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Bandhan Retirement Fund - Regular (G) |
---|---|---|
6 Month | 10.23% | 3.19% |
1 Year | 18.92% | 6.17% |
3 Year | 25.55% | - |
5 Year | 24.79% | - |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Bandhan Retirement Fund - Regular (G) |
---|---|---|
1 Year | 20.76% | 7.11% |
3 Year | 25.14% | - |
5 Year | 23.85% | - |
Risk Management
Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Bandhan Retirement Fund - Regular (G) |
---|---|---|
Standard Deviation | 14.51% | - |
Sharp | 1.35% | - |
Beta | 0.97% | - |
Alpha | 5.59% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Bandhan Retirement Fund - Regular (G) |
---|---|---|
Name | Sharmila D'mello | Viraj Kulkarni |
Total AUM | ₹354743 Cr | ₹0 Cr |
Funds Managed | 35 | 8 |
ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Bandhan Retirement Fund - Regular (G) |
Market Cap
Scheme Name |
ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
Bandhan Retirement Fund - Regular (G) |
---|---|---|
Others | 6.96 | 29.67 |
Large Cap | 36.33 | 56.07 |
Mid Cap | 27.62 | 9.89 |
Small Cap | 29.08 | 4.37 |
Sector Allocation
Scheme Name |
ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
Bandhan Retirement Fund - Regular (G) |
---|---|---|
Others | 2.11 | 27.69 |
Communication Services | 7.72 | 8.05 |
Basic Materials | 28.97 | 5.16 |
Industrials | 14.77 | 7.89 |
Financial Services | 22.02 | 20.84 |
Consumer Cyclical | 11.6 | 10.05 |
Healthcare | 1.09 | 1.92 |
Technology | 5.17 | 6.51 |
Utilities | 0.54 | 1.29 |
Real Estate | 5.08 | 0.88 |
Consumer Defensive | 0.93 | 2.92 |
Energy | - | 6.8 |
Top Comparisons
Bandhan Small Cap Fund Regular Growth
3Y Returns31.46%
UTI Small Cap Fund - Regular Plan - Growth Option
3Y Returns20.34%
Bajaj Finserv Overnight Fund Regular - Growth
3Y Returns0%
Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth
3Y Returns6.35%
PGIM India Dynamic Bond Fund - Growth Option
3Y Returns7%
HSBC Dynamic Bond Fund - Regular Growth
3Y Returns7.24%
HDFC Short Term Debt Fund - Growth Option
3Y Returns7.81%
Nippon India Short Duration Fund-Growth Plan
3Y Returns7.6%