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Bandhan Retirement Fund vs Axis Retirement Savings Fund compare

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tortoise-icon Bandhan Retirement Fund - Regular (G)

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tortoise-icon Axis Retirement Fund - Dynamic 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) 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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