Bandhan Retirement Fund vs Axis Retirement Savings Fund compare
Bandhan Retirement Fund - Regular (G)
Axis Retirement Fund - Dynamic Plan - Regular Growth
Chart Comparison
Overview
Scheme Name | Bandhan Retirement Fund - Regular (G) | Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
Fund | Bandhan Retirement Fund - Regular (G) | Axis Retirement Fund - Dynamic Plan - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | High | Very High |
Asset Size (Cr) | ₹171 Cr | ₹341 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 12 Oct 2023 | 20 Dec 2019 |
Category | Retirement Funds | Retirement Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 50+50 Moderate Index | BSE India Bond Index |
Turn Over | % | 32.33% |
Expense Ratio | 2.35 | 2.42 |
Manager | Viraj Kulkarni | Vinayak Jayanath |
ISIN Code | INF194KB1GN7 | INF846K01T44 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Bandhan Retirement Fund - Regular (G) | Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
1 Month | 3.14% | 5.42% |
6 Month | -6.42% | -10.92% |
1 Year | 4.56% | 6.84% |
3 Year | - | 11.71% |
5 Year | - | 15.29% |
SIP Return Analysis
Scheme Name | Bandhan Retirement Fund - Regular (G) | Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
6 Month | -1.17% | -4.09% |
1 Year | -2.31% | -4.75% |
3 Year | - | 14.22% |
5 Year | - | 12.83% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Retirement Fund - Regular (G) | Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
1 Year | 16.96% | 17.94% |
3 Year | - | 12.08% |
5 Year | - | 13.46% |
Risk Management
Scheme Name | Bandhan Retirement Fund - Regular (G) | Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
Standard Deviation | - | 12.58% |
Sharp | - | 0.305% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Bandhan Retirement Fund - Regular (G) | Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
Name | Viraj Kulkarni | Vinayak Jayanath |
Total AUM | ₹0 Cr | ₹0 Cr |
Funds Managed | 8 | 18 |
Bandhan Retirement Fund - Regular (G) | Axis Retirement Fund - Dynamic Plan - Regular Growth |
Market Cap
Scheme Name |
Bandhan Retirement Fund - Regular (G) |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
Others | 29.88 | 11.54 |
Large Cap | 57.19 | 55.73 |
Mid Cap | 8.97 | 17.55 |
Small Cap | 3.96 | 15.18 |
Sector Allocation
Scheme Name |
Bandhan Retirement Fund - Regular (G) |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
Others | 29.81 | 11.54 |
Energy | 6.35 | 6.52 |
Technology | 7.69 | 9.47 |
Industrials | 7.09 | 10.99 |
Basic Materials | 4.78 | 3.96 |
Financial Services | 19.06 | 25.15 |
Healthcare | 2.13 | 9.62 |
Utilities | 1.31 | 2.92 |
Consumer Defensive | 3.38 | 3.17 |
Consumer Cyclical | 10.09 | 8.9 |
Communication Services | 7.48 | 4.41 |
Real Estate | 0.84 | 3.36 |
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