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) | ₹171 Cr | ₹1979 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 | 2.66% | 3.28% |
6 Month | 0.5% | -5.48% |
1 Year | 6.57% | 6.18% |
3 Year | - | 14.53% |
5 Year | - | 17.94% |
SIP Return Analysis
Scheme Name | Bandhan Retirement Fund - Regular (G) | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
---|---|---|
6 Month | 2.16% | -0.24% |
1 Year | 1.32% | -5.81% |
3 Year | - | 14.79% |
5 Year | - | 14.29% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Retirement Fund - Regular (G) | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
---|---|---|
1 Year | 16.96% | 14.6% |
3 Year | - | 15.69% |
5 Year | - | 14.74% |
Risk Management
Scheme Name | Bandhan Retirement Fund - Regular (G) | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
---|---|---|
Standard Deviation | - | 13.489% |
Sharp | - | 0.431% |
Beta | - | - |
Alpha | - | - |
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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 | 29.88 | 8.04 |
Large Cap | 57.19 | 39.07 |
Mid Cap | 8.97 | 21.88 |
Small Cap | 3.96 | 31 |
Sector Allocation
Scheme Name |
Bandhan Retirement Fund - Regular (G) |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
---|---|---|
Others | 29.81 | 8.9 |
Energy | 6.35 | 4.73 |
Technology | 7.69 | 14.88 |
Industrials | 7.09 | 11.06 |
Basic Materials | 4.78 | 7.18 |
Financial Services | 19.06 | 24.95 |
Healthcare | 2.13 | 0.89 |
Utilities | 1.31 | 2.45 |
Consumer Defensive | 3.38 | 12.16 |
Consumer Cyclical | 10.09 | 9.91 |
Communication Services | 7.48 | 1.56 |
Real Estate | 0.84 | 1.33 |
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