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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) | ₹182 Cr | ₹2048 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 | 1.68% | 2.8% |
| 6 Month | 4.88% | 6.82% |
| 1 Year | 5.52% | 0.38% |
| 3 Year | - | 15.26% |
| 5 Year | - | 15.95% |
SIP Return Analysis
| Scheme Name | Bandhan Retirement Fund - Regular (G) | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 0.5% | -1.67% |
| 1 Year | 6.52% | 2.56% |
| 3 Year | - | 11.37% |
| 5 Year | - | 12.11% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Retirement Fund - Regular (G) | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 6.56% | 13.72% |
| 3 Year | - | 15.66% |
| 5 Year | - | 14.98% |
Risk Management
| Scheme Name | Bandhan Retirement Fund - Regular (G) | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | - | 13.38% |
| Sharp | - | 0.65% |
| Beta | - | 0.94% |
| Alpha | - | -0.50% |
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 | 28.95 | 4.47 |
| Large Cap | 56.62 | 44.79 |
| Mid Cap | 10.36 | 24.39 |
| Small Cap | 4.07 | 26.34 |
Sector Allocation
| Scheme Name |
Bandhan Retirement Fund - Regular (G) |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Others | 26.18 | 4.47 |
| Energy | 6.34 | 6.1 |
| Technology | 7.63 | 8.54 |
| Consumer Defensive | 3.49 | 14.22 |
| Industrials | 6.67 | 10.14 |
| Basic Materials | 6.28 | 5.8 |
| Financial Services | 23.06 | 29.37 |
| Healthcare | 1.9 | 1.97 |
| Utilities | 1.31 | 4.17 |
| Consumer Cyclical | 8.85 | 12.8 |
| Communication Services | 7.48 | - |
| Real Estate | 0.83 | 2.4 |
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