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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 | ₹2949 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 | 2.33% | 3.82% |
| 6 Month | 9.76% | 14.23% |
| 1 Year | 1.66% | -2.83% |
| 3 Year | - | 13.93% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Bandhan Retirement Fund - Regular (G) | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.61% | 2.41% |
| 1 Year | 8.84% | 6.26% |
| 3 Year | - | 10.98% |
| 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 | - | 11.91% |
| Sharp | - | 0.50% |
| 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 | 28.5 | 5.97 |
| Large Cap | 56.96 | 62.37 |
| Mid Cap | 10.29 | 17.45 |
| Small Cap | 4.24 | 14.21 |
Sector Allocation
| Scheme Name |
Bandhan Retirement Fund - Regular (G) |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| Others | 25.77 | 3.64 |
| Energy | 6.33 | 5.66 |
| Technology | 8.04 | 9.3 |
| Consumer Defensive | 3.67 | 1.14 |
| Industrials | 6.69 | 15.45 |
| Basic Materials | 6.22 | 8.65 |
| Financial Services | 22.83 | 28.4 |
| Healthcare | 1.97 | 5.25 |
| Utilities | 1.19 | 2.58 |
| Consumer Cyclical | 8.82 | 18.77 |
| Communication Services | 7.64 | - |
| Real Estate | 0.82 | 1.15 |
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