Bandhan Retirement Fund vs Nippon India Retirement Fund compare
Bandhan Retirement Fund - Regular (G)
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Chart Comparison
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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