Bandhan Retirement Fund vs Aditya Birla Sun Life Retirement Fund compare
Bandhan Retirement Fund - Regular (G)
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹171 Cr | ₹373 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 12 Oct 2023 | 11 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 | 2.35 | 2.41 |
Manager | Viraj Kulkarni | Dhaval Joshi |
ISIN Code | INF194KB1GN7 | INF209KB1H99 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Bandhan Retirement Fund - Regular (G) | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
1 Month | -0.78% | -4.5% |
6 Month | -5.22% | -11.28% |
1 Year | 5.55% | 3.92% |
3 Year | - | 10.62% |
5 Year | - | 10.24% |
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 | -2.5% | -10.53% |
3 Year | - | 10.25% |
5 Year | - | 11.18% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Retirement Fund - Regular (G) | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
1 Year | 16.96% | 12.47% |
3 Year | - | 12.02% |
5 Year | - | 13.27% |
Risk Management
Scheme Name | Bandhan Retirement Fund - Regular (G) | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
Standard Deviation | - | 13.102% |
Sharp | - | 0.392% |
Beta | - | - |
Alpha | - | - |
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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 | 2.79 |
Large Cap | 57.36 | 52.94 |
Mid Cap | 9.66 | 19.14 |
Small Cap | 4.27 | 25.15 |
Sector Allocation
Scheme Name |
Bandhan Retirement Fund - Regular (G) |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
Others | 23.12 | 2.79 |
Financial | 14.21 | - |
Technology | 2.92 | - |
Automobile | 4.06 | - |
Consumer Discretionary | 0.82 | - |
Construction | 3.2 | 5.62 |
Energy | 5.45 | - |
Communication | 2.05 | - |
Sovereign | 25.32 | - |
Metals & Mining | 3.87 | - |
Healthcare | 2 | - |
Capital Goods | 1.63 | - |
Chemicals | 1.54 | - |
Consumer Staples | 2.64 | - |
Materials | 1.32 | - |
Services | 5.4 | - |
Insurance | 0.45 | 3.7 |
Petroleum Products | - | 4.06 |
IT - Software | - | 8.23 |
Household Products | - | 1.68 |
Banks | - | 21.16 |
Non - Ferrous Metals | - | 1.37 |
Pharmaceuticals & Biotechnology | - | 6.57 |
Healthcare Services | - | 2.82 |
Auto Components | - | 5 |
Personal Products | - | 1.3 |
Transport Services | - | 0.84 |
Electrical Equipment | - | 3.67 |
Retailing | - | 2.65 |
Oil | - | 1.48 |
Consumer Durables | - | 6.7 |
Leisure Services | - | 0.95 |
Finance | - | 2.35 |
Industrial Products | - | 1.08 |
Telecom - Services | - | 3.06 |
Chemicals & Petrochemicals | - | 1.54 |
Cement & Cement Products | - | 3.52 |
Food Products | - | 1.46 |
Power | - | 2.31 |
Realty | - | 3.03 |
Automobiles | - | 1.08 |
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