Bandhan Retirement Fund vs SBI Retirement Benefit Fund compare

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Bandhan Retirement Fund - Regular (G)

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SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Scheme Name	Bandhan Retirement Fund - Regular (G)	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
1 Month	2.61%	3.96%
6 Month	5.25%	8.23%
1 Year	5.78%	2.67%
3 Year	-	14%
5 Year	-	-

Scheme Name	Bandhan Retirement Fund - Regular (G)	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
6 Month	1.94%	1.98%
1 Year	10.14%	10.56%
3 Year	-	11.67%
5 Year	-	-

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	-	-

Scheme Name	Bandhan Retirement Fund - Regular (G)	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Standard Deviation	-	11.77%
Sharp	-	0.59%
Beta	-	-
Alpha	-	-

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

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

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