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Bandhan Retirement Fund vs SBI Retirement Benefit Fund compare

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tortoise-icon Bandhan Retirement Fund - Regular (G)

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tortoise-icon 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) ₹171 Cr ₹2673 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 1.03% 2.4%
6 Month 0.64% -3.25%
1 Year 4.63% 0.18%
3 Year - 18.67%
5 Year - -

SIP Return Analysis

Scheme Name Bandhan Retirement Fund - Regular (G) SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
6 Month 4.8% 7%
1 Year 5.88% 3.41%
3 Year - 12.99%
5 Year - -

Rolling Lumpsum Returns

Scheme Name Bandhan Retirement Fund - Regular (G) SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
1 Year 8.02% 16.74%
3 Year - 18.44%
5 Year - -

Risk Management

Scheme Name Bandhan Retirement Fund - Regular (G) SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Standard Deviation - 12.293%
Sharp - 0.575%
Beta - -
Alpha - -

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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 29.88 0.83
Large Cap 57.19 64.72
Mid Cap 8.97 19.68
Small Cap 3.96 14.77

Sector Allocation

Scheme Name

Bandhan Retirement Fund - Regular (G)

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

Others 29.81 0.83
Energy 6.35 5.83
Technology 7.69 13.13
Industrials 7.09 18.99
Basic Materials 4.78 5.62
Financial Services 19.06 28.61
Healthcare 2.13 4.39
Utilities 1.31 1.86
Consumer Defensive 3.38 1.14
Consumer Cyclical 10.09 18.32
Communication Services 7.48 -
Real Estate 0.84 1.28

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