Bandhan Retirement Fund vs Aditya Birla Sun Life Retirement Fund compare

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tortoise-icon Bandhan Retirement Fund - Regular (G)

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tortoise-icon Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular 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) Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Fund Bandhan Retirement Fund - Regular (G) Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Investment Plan Growth Growth
Level of Risk High Very High
Asset Size (Cr) ₹161 Cr ₹388 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 18 Oct 2023 10 Mar 2019
Category Retirement Funds Retirement Funds
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 50+50 Moderate Index NIFTY 500 TRI
Turn Over % 6%
Expense Ratio 2.33 2.39
Manager Viraj Kulkarni Dhaval Joshi
ISIN Code INF194KB1GN7 INF209KB1H99
Exits Load /365 Nil/365

Trailing Lumpsum Returns

Scheme Name Bandhan Retirement Fund - Regular (G) Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
1 Month 1.05% 2.13%
6 Month 12.26% 19.73%
1 Year - 33.16%
3 Year - 14.81%
5 Year - 16.15%

SIP Return Analysis

Scheme Name Bandhan Retirement Fund - Regular (G) Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
6 Month - -
1 Year 8.68% 14.53%
3 Year 8.68% 30.51%
5 Year 8.68% 48.36%

Rolling Lumpsum Returns

Scheme Name Bandhan Retirement Fund - Regular (G) Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
1 Year 10.37% 15.19%
3 Year 10.37% 36.66%
5 Year 10.37% 53.49%

Risk Management

Scheme Name Bandhan Retirement Fund - Regular (G) Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Standard Deviation - 11.61%
Sharp - 0.68%
Beta - 0.85%
Alpha - -3.34%

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Fund Managers

Scheme Name Bandhan Retirement Fund - Regular (G) Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Name Viraj Kulkarni Dhaval Joshi
Total AUM ₹0 Cr ₹361932 Cr
Fund Manage 8 55
Bandhan Retirement Fund - Regular (G) Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

Market Cap

Scheme Name

Bandhan Retirement Fund - Regular (G)

Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

Others 28.71 7.37
Large Cap 57.36 59.87
Mid Cap 9.66 13.36
Small Cap 4.27 19.39

Sector Allocation

Scheme Name

Bandhan Retirement Fund - Regular (G)

Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

Others 23.12 4.23
Sovereign 25.32 0.34
Energy 5.45 9.78
Financial 14.21 28.38
Communication 2.05 2.8
Construction 3.2 7.28
Consumer Discretionary 0.82 2.82
Consumer Staples 2.64 4.44
Metals & Mining 3.87 2.89
Automobile 4.06 4.68
Technology 2.92 5.3
Services 5.4 5.96
Materials 1.32 4.86
Healthcare 2 7.59
Capital Goods 1.63 7.25
Chemicals 1.54 -
Insurance 0.45 1.39

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