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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) | ₹181 Cr | ₹2047 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 | 2.05% | 1.9% |
| 6 Month | 9.14% | 15.61% |
| 1 Year | 1.24% | -3.42% |
| 3 Year | - | 14.2% |
| 5 Year | - | 16.17% |
SIP Return Analysis
| Scheme Name | Bandhan Retirement Fund - Regular (G) | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 2.61% | 2.45% |
| 1 Year | 8.84% | 7.14% |
| 3 Year | - | 14.65% |
| 5 Year | - | 13.84% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Retirement Fund - Regular (G) | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 7.11% | 13.92% |
| 3 Year | - | 15.7% |
| 5 Year | - | 14.9% |
Risk Management
| Scheme Name | Bandhan Retirement Fund - Regular (G) | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | - | 13.39% |
| Sharp | - | 0.57% |
| Beta | - | 0.92% |
| Alpha | - | 0.08% |
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 | 30.87 | 6.94 |
| Large Cap | 54.87 | 42.09 |
| Mid Cap | 9.76 | 24.94 |
| Small Cap | 4.5 | 26.04 |
Sector Allocation
| Scheme Name |
Bandhan Retirement Fund - Regular (G) |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Others | 28.98 | 6.94 |
| Energy | 6.44 | 6 |
| Technology | 5.87 | 9.67 |
| Industrials | 7.93 | 11.21 |
| Basic Materials | 5.39 | 5.86 |
| Financial Services | 20.34 | 28.72 |
| Healthcare | 2.02 | 0 |
| Utilities | 1.27 | 4.23 |
| Consumer Defensive | 2.97 | 13.66 |
| Consumer Cyclical | 10.17 | 10.99 |
| Communication Services | 7.73 | 0 |
| Real Estate | 0.88 | 2.73 |
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