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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) | ₹186 Cr | ₹3124 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 | 0.55% | -0.1% |
| 6 Month | 3.62% | 3.32% |
| 1 Year | 8.13% | 4.67% |
| 3 Year | - | 13.29% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Bandhan Retirement Fund - Regular (G) | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.03% | 1.25% |
| 1 Year | 10.13% | 9.7% |
| 3 Year | - | 10.88% |
| 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 | 28.08 | 8.14 |
| Large Cap | 57.62 | 58.97 |
| Mid Cap | 10.17 | 20.09 |
| Small Cap | 4.13 | 12.8 |
Sector Allocation
| Scheme Name |
Bandhan Retirement Fund - Regular (G) |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| Others | 25.23 | 3.17 |
| Energy | 6.66 | 5.86 |
| Technology | 7.9 | 9.37 |
| Consumer Defensive | 3.52 | 0.92 |
| Industrials | 6.85 | 14.92 |
| Basic Materials | 6.38 | 9.74 |
| Financial Services | 22.99 | 26.87 |
| Healthcare | 1.86 | 4.19 |
| Utilities | 1.26 | 2.58 |
| Consumer Cyclical | 8.61 | 18.97 |
| Communication Services | 7.89 | - |
| Real Estate | 0.85 | 3.43 |
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