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Bandhan Retirement Fund vs Tata Retirement Savings Fund compare
Bandhan Retirement Fund - Regular (G)
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | Bandhan Retirement Fund - Regular (G) | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Fund | Bandhan Retirement Fund - Regular (G) | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹186 Cr | ₹2129 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹150 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 12 Oct 2023 | 01 Nov 2011 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 50+50 Moderate Index | BSE India Bond Index |
| Turn Over | % | 64.15% |
| Expense Ratio | 2.35 | 2.01 |
| Manager | Viraj Kulkarni | Murthy Nagarajan |
| ISIN Code | INF194KB1GN7 | INF277K01FG0 |
| Exits Load | Data not available./365 | Tata Retirement Savings Fund - Regular Plan - Progressive Plan - Growth charges 1.0% of sell value;. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Bandhan Retirement Fund - Regular (G) | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 1 Month | -0.62% | -1.97% |
| 6 Month | 2.93% | -2.07% |
| 1 Year | 4.63% | -4.5% |
| 3 Year | - | 14.88% |
| 5 Year | - | 12.98% |
SIP Return Analysis
| Scheme Name | Bandhan Retirement Fund - Regular (G) | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 1.84% | 0.13% |
| 1 Year | 10.41% | 8.15% |
| 3 Year | - | 12.08% |
| 5 Year | - | 12.45% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Retirement Fund - Regular (G) | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 6.56% | 13.4% |
| 3 Year | - | 15.61% |
| 5 Year | - | 14.99% |
Risk Management
| Scheme Name | Bandhan Retirement Fund - Regular (G) | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | - | 11.38% |
| Sharp | - | 0.7% |
| Beta | - | 0.96% |
| Alpha | - | -0.17% |
Fund Managers
| Scheme Name | Bandhan Retirement Fund - Regular (G) | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Name | Viraj Kulkarni | Murthy Nagarajan |
| Total AUM | ₹0 Cr | ₹18015 Cr |
| Funds Managed | 8 | 11 |
| Bandhan Retirement Fund - Regular (G) | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
Market Cap
| Scheme Name |
Bandhan Retirement Fund - Regular (G) |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Others | 26.91 | 7.16 |
| Large Cap | 58.54 | 44.14 |
| Mid Cap | 10.55 | 25.92 |
| Small Cap | 4 | 22.77 |
Sector Allocation
| Scheme Name |
Bandhan Retirement Fund - Regular (G) |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Others | 23.77 | 5.69 |
| Energy | 6.9 | 6.85 |
| Technology | 8.12 | 9.81 |
| Consumer Defensive | 3.5 | 14.16 |
| Industrials | 7.17 | 9.97 |
| Basic Materials | 6.24 | 4.21 |
| Financial Services | 23.51 | 33.36 |
| Healthcare | 1.89 | 2.17 |
| Utilities | 1.14 | 1.55 |
| Consumer Cyclical | 9.05 | 9.78 |
| Communication Services | 7.91 | - |
| Real Estate | 0.8 | 2.44 |
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