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 Risk | Very High Risk |
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 | -0.78% | -4.47% |
6 Month | -5.22% | -8.36% |
1 Year | 5.55% | 8.91% |
3 Year | - | 10.96% |
5 Year | - | 11.75% |
SIP Return Analysis
Scheme Name | Bandhan Retirement Fund - Regular (G) | Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | -2.55% | -4.6% |
3 Year | - | 12.78% |
5 Year | - | 12.16% |
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 | - | 12.004% |
Sharp | - | 0.412% |
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 |
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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