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) | ₹182 Cr | ₹3000 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 | 0.5% | -0.27% |
| 6 Month | 4.11% | 5.6% |
| 1 Year | 4.68% | 0.1% |
| 3 Year | - | 12.53% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Bandhan Retirement Fund - Regular (G) | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.43% | 0.99% |
| 1 Year | 8.76% | 8.63% |
| 3 Year | - | 10.11% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Retirement Fund - Regular (G) | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.56% | 15.06% |
| 3 Year | - | 17.34% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Bandhan Retirement Fund - Regular (G) | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 11.73% |
| Sharp | - | 0.58% |
| 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 | 28.95 | 9.4 |
| Large Cap | 56.62 | 60.95 |
| Mid Cap | 10.36 | 16.09 |
| Small Cap | 4.07 | 13.56 |
Sector Allocation
| Scheme Name |
Bandhan Retirement Fund - Regular (G) |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| Others | 26.18 | 4.03 |
| Energy | 6.34 | 5.6 |
| Technology | 7.63 | 11.11 |
| Consumer Defensive | 3.49 | 0.95 |
| Industrials | 6.67 | 15.25 |
| Basic Materials | 6.28 | 8.45 |
| Financial Services | 23.06 | 27.56 |
| Healthcare | 1.9 | 4.81 |
| Utilities | 1.31 | 2.56 |
| Consumer Cyclical | 8.85 | 18.6 |
| Communication Services | 7.48 | - |
| Real Estate | 0.83 | 1.09 |
Top Comparisons
Kotak Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns0%
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
3Y Returns15.54%
Nippon India Diversified Equity Flexicap Passive FoF - Regular Plan - Growth
3Y Returns14.51%
Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth
3Y Returns12.2%
Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
3Y Returns22.77%
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
3Y Returns22.01%
BANDHAN Corporate Bond Fund - Regular Growth
3Y Returns7.49%
SBI Corporate Bond Fund - Regular Plan - Growth
3Y Returns7.67%