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 Average
Asset Size (Cr) ₹161 Cr ₹367 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 18 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 2.33 2.38
Manager Viraj Kulkarni Vinayak Jayanath
ISIN Code INF194KB1GN7 INF846K01T44
Exits Load /365 Nil/365

Trailing Lumpsum Returns

Scheme Name Bandhan Retirement Fund - Regular (G) Axis Retirement Fund - Dynamic Plan - Regular Growth
1 Month -3.44% -4.06%
6 Month 3.29% 10.19%
1 Year 17.13% 30.65%
3 Year - 9.63%
5 Year - -

SIP Return Analysis

Scheme Name Bandhan Retirement Fund - Regular (G) Axis Retirement Fund - Dynamic Plan - Regular Growth
6 Month - -
1 Year 11.7% 24.34%
3 Year - 20.26%
5 Year - -

Rolling Lumpsum Returns

Scheme Name Bandhan Retirement Fund - Regular (G) Axis Retirement Fund - Dynamic Plan - Regular Growth
1 Year 22.74% 16.86%
3 Year - 12.2%
5 Year - -

Risk Management

Scheme Name Bandhan Retirement Fund - Regular (G) Axis Retirement Fund - Dynamic Plan - Regular Growth
Standard Deviation - 11.27%
Sharp - 0.69%
Beta - 1.9%
Alpha - 9.5%

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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
Fund Manage 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 28.71 15.12
Large Cap 57.36 50.13
Mid Cap 9.66 18.11
Small Cap 4.27 16.62

Sector Allocation

Scheme Name

Bandhan Retirement Fund - Regular (G)

Axis Retirement Fund - Dynamic Plan - Regular Growth

Others 23.12 1.88
Financial 14.21 19.71
Technology 2.92 6.24
Automobile 4.06 9.55
Consumer Discretionary 0.82 1.96
Construction 3.2 5.86
Energy 5.45 9.69
Communication 2.05 1.5
Sovereign 25.32 9.94
Metals & Mining 3.87 0.4
Healthcare 2 9.12
Capital Goods 1.63 6.17
Chemicals 1.54 3.56
Consumer Staples 2.64 2.95
Materials 1.32 0.92
Services 5.4 6.78
Insurance 0.45 1.89
Diversified - 1.3
Textiles - 0.56

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