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) ₹173 Cr ₹385 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 2.41
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 -2.43% -3.83%
6 Month -2.96% -0.11%
1 Year 8.06% 18.23%
3 Year - 10.13%
5 Year - 13.36%

SIP Return Analysis

Scheme Name Bandhan Retirement Fund - Regular (G) Axis Retirement Fund - Dynamic Plan - Regular Growth
6 Month - -
1 Year 1.84% 9.57%
3 Year - 17.55%
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 - 0.4%
Beta - 1.81%
Alpha - 7.3%

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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 13.2
Large Cap 57.36 50.42
Mid Cap 9.66 19.41
Small Cap 4.27 16.99

Sector Allocation

Scheme Name

Bandhan Retirement Fund - Regular (G)

Axis Retirement Fund - Dynamic Plan - Regular Growth

Others 23.12 13.2
Financial 14.21 -
Technology 2.92 -
Automobile 4.06 -
Consumer Discretionary 0.82 -
Construction 3.2 2.09
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 2.65
Petroleum Products - 4.61
IT - Software - 6.97
Pharmaceuticals & Biotechnology - 5.12
Finance - 7.4
Banks - 13.76
Diversified FMCG - 0.71
Non - Ferrous Metals - 0.36
Electrical Equipment - 3.16
Healthcare Services - 4.87
Auto Components - 3.56
Automobiles - 3
Aerospace & Defense - 1.17
Retailing - 4.65
Beverages - 0.82
Realty - 3.17
Oil - 0.74
Consumer Durables - 1.83
Food Products - 0.32
Power - 4.25
Chemicals & Petrochemicals - 2.18
Telecom - Services - 1.69
Consumable Fuels - 0.76
Capital Markets - 0.19
Fertilizers & Agrochemicals - 0.87
Industrial Manufacturing - 2.44
Household Products - 0.66
Commercial Services & Supplies - 0.59
Industrial Products - 0.55
Leisure Services - 0.51
Cement & Cement Products - 0.64
Textiles & Apparels - 0.53

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