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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) | ₹188 Cr | ₹3157 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 | 0.12% | 0.23% |
| 6 Month | 3.29% | 3.1% |
| 1 Year | 6.69% | 4.47% |
| 3 Year | - | 14.54% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Bandhan Retirement Fund - Regular (G) | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.95% | 0.28% |
| 1 Year | 7.95% | 8.18% |
| 3 Year | - | 9.97% |
| 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 | - | 0.54% |
| 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 | 26.91 | 10.18 |
| Large Cap | 58.54 | 56.13 |
| Mid Cap | 10.55 | 21.29 |
| Small Cap | 4 | 12.4 |
Sector Allocation
| Scheme Name |
Bandhan Retirement Fund - Regular (G) |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| Others | 23.77 | 3.32 |
| Energy | 6.9 | 6.11 |
| Technology | 8.12 | 9.18 |
| Consumer Defensive | 3.5 | 0.89 |
| Industrials | 7.17 | 14.59 |
| Basic Materials | 6.24 | 10.9 |
| Financial Services | 23.51 | 26.61 |
| Healthcare | 1.89 | 4.12 |
| Utilities | 1.14 | 1.04 |
| Consumer Cyclical | 9.05 | 20.07 |
| Communication Services | 7.91 | - |
| Real Estate | 0.8 | 3.17 |
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