Bandhan Retirement Fund vs SBI Retirement Benefit Fund compare
Bandhan Retirement Fund - Regular (G)
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Bandhan Retirement Fund - Regular (G) | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
Fund | Bandhan Retirement Fund - Regular (G) | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | High | Very High |
Asset Size (Cr) | ₹180 Cr | ₹2894 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 12 Oct 2023 | 10 Feb 2021 |
Category | Retirement Funds | Retirement Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 50+50 Moderate Index | BSE 500 |
Turn Over | % | 6% |
Expense Ratio | 2.35 | 1.95 |
Manager | Viraj Kulkarni | Rohit Shimpi |
ISIN Code | INF194KB1GN7 | INF200KA1S30 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Bandhan Retirement Fund - Regular (G) | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
1 Month | 1.51% | 3.04% |
6 Month | 4.72% | 5.06% |
1 Year | 5.04% | 0.7% |
3 Year | - | 19.25% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Bandhan Retirement Fund - Regular (G) | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
6 Month | 6.49% | 9.45% |
1 Year | 9.75% | 9.2% |
3 Year | - | 14.91% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Bandhan Retirement Fund - Regular (G) | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
1 Year | 8.02% | 16.74% |
3 Year | - | 18.44% |
5 Year | - | - |
Risk Management
Scheme Name | Bandhan Retirement Fund - Regular (G) | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 13.05% |
Sharp | - | 0.75% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Bandhan Retirement Fund - Regular (G) | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
Name | Viraj Kulkarni | Rohit Shimpi |
Total AUM | ₹0 Cr | ₹15441 Cr |
Funds Managed | 8 | 6 |
Bandhan Retirement Fund - Regular (G) | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
Market Cap
Scheme Name |
Bandhan Retirement Fund - Regular (G) |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
Others | 29.88 | 0.83 |
Large Cap | 57.19 | 64.72 |
Mid Cap | 8.97 | 19.68 |
Small Cap | 3.96 | 14.77 |
Sector Allocation
Scheme Name |
Bandhan Retirement Fund - Regular (G) |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
Others | 29.81 | 0.83 |
Energy | 6.35 | 5.83 |
Technology | 7.69 | 13.13 |
Industrials | 7.09 | 18.99 |
Basic Materials | 4.78 | 5.62 |
Financial Services | 19.06 | 28.61 |
Healthcare | 2.13 | 4.39 |
Utilities | 1.31 | 1.86 |
Consumer Defensive | 3.38 | 1.14 |
Consumer Cyclical | 10.09 | 18.32 |
Communication Services | 7.48 | - |
Real Estate | 0.84 | 1.28 |
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