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Bandhan Retirement Fund vs Nippon India Retirement Fund compare

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tortoise-icon Bandhan Retirement Fund - Regular (G)

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tortoise-icon Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Bandhan Retirement Fund - Regular (G) Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Fund Bandhan Retirement Fund - Regular (G) Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Investment Plan Growth Growth
Level of Risk High Very High
Asset Size (Cr) ₹181 Cr ₹3144 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 12 Oct 2023 11 Feb 2015
Category Retirement Funds Retirement Funds
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 50+50 Moderate Index BSE 500
Turn Over % 61%
Expense Ratio 2.35 1.95
Manager Viraj Kulkarni Pranay Sinha
ISIN Code INF194KB1GN7 INF204KA1B64
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Bandhan Retirement Fund - Regular (G) Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
1 Month 2.06% 3.29%
6 Month 9.99% 16.06%
1 Year 1.43% -2.47%
3 Year - 17.78%
5 Year - 20.72%

SIP Return Analysis

Scheme Name Bandhan Retirement Fund - Regular (G) Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
6 Month 2.61% 4.17%
1 Year 8.84% 9.93%
3 Year - 16.22%
5 Year - 16.57%

Rolling Lumpsum Returns

Scheme Name Bandhan Retirement Fund - Regular (G) Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
1 Year 7.11% 8.77%
3 Year - 10.89%
5 Year - 9.14%

Risk Management

Scheme Name Bandhan Retirement Fund - Regular (G) Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Standard Deviation - 13.33%
Sharp - 0.71%
Beta - 0.97%
Alpha - 1.83%

Fund Managers

Scheme Name Bandhan Retirement Fund - Regular (G) Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Name Viraj Kulkarni Pranay Sinha
Total AUM ₹0 Cr ₹21046 Cr
Funds Managed 8 6
Bandhan Retirement Fund - Regular (G) Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

Market Cap

Scheme Name

Bandhan Retirement Fund - Regular (G)

Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

Others 30.87 4.3
Large Cap 54.87 68.41
Mid Cap 9.76 15.28
Small Cap 4.5 12.01

Sector Allocation

Scheme Name

Bandhan Retirement Fund - Regular (G)

Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

Others 28.98 0.89
Energy 6.44 6.67
Technology 5.87 9.18
Industrials 7.93 13.66
Basic Materials 5.39 6.02
Financial Services 20.34 30.83
Healthcare 2.02 5.18
Utilities 1.27 5.6
Consumer Defensive 2.97 4.63
Consumer Cyclical 10.17 13.2
Communication Services 7.73 3.05
Real Estate 0.88 1.1

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