- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹181 Cr | ₹2960 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 | -0.74% | -2.59% |
| 6 Month | 6.75% | 8.1% |
| 1 Year | 2.86% | -2.1% |
| 3 Year | - | 12.87% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Bandhan Retirement Fund - Regular (G) | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.87% | 2.12% |
| 1 Year | 4.69% | 1.11% |
| 3 Year | - | 10.37% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Retirement Fund - Regular (G) | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.11% | 15.93% |
| 3 Year | - | 18.02% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Bandhan Retirement Fund - Regular (G) | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 12.02% |
| Sharp | - | 0.66% |
| Beta | - | - |
| Alpha | - | - |
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 | 30.87 | 5.67 |
| Large Cap | 54.87 | 61.03 |
| Mid Cap | 9.76 | 17.98 |
| Small Cap | 4.5 | 15.32 |
Sector Allocation
| Scheme Name |
Bandhan Retirement Fund - Regular (G) |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| Others | 28.98 | 3.41 |
| Energy | 6.44 | 5.78 |
| Technology | 5.87 | 9.36 |
| Industrials | 7.93 | 16.06 |
| Basic Materials | 5.39 | 6.89 |
| Financial Services | 20.34 | 29.21 |
| Healthcare | 2.02 | 5.51 |
| Utilities | 1.27 | 2.73 |
| Consumer Defensive | 2.97 | 1.24 |
| Consumer Cyclical | 10.17 | 18.59 |
| Communication Services | 7.73 | - |
| Real Estate | 0.88 | 1.22 |
Top Comparisons
HDFC Banking and PSU Debt Fund - Growth Option
3Y Returns7.38%
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
3Y Returns7.47%
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
Quant Multi Asset Allocation Fund-Growth
3Y Returns20.04%
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)
3Y Returns0%
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
3Y Returns19.56%
Edelweiss Small Cap Fund - Regular Plan - Growth
3Y Returns20.27%
HSBC Small Cap Fund Regular Growth
3Y Returns20%
