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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 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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