Bandhan Retirement Fund vs HDFC Retirement Savings Fund compare

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tortoise-icon HDFC Retirement Savings Fund - Equity Plan - Growth Option

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tortoise-icon Bandhan Retirement Fund - Regular (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Retirement Savings Fund - Equity Plan - Growth Option Bandhan Retirement Fund - Regular (G)
Fund HDFC Retirement Savings Fund - Equity Plan - Growth Option Bandhan Retirement Fund - Regular (G)
Investment Plan Growth Growth
Level of Risk Very High High
Asset Size (Cr) ₹5555 Cr ₹161 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 07 Feb 2016 18 Oct 2023
Category Retirement Funds Retirement Funds
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI CRISIL Hybrid 50+50 Moderate Index
Turn Over 14.13% %
Expense Ratio 1.79 2.33
Manager Dhruv Muchhal Viraj Kulkarni
ISIN Code INF179KB1MG8 INF194KB1GN7
Exits Load Nil/365 /365

Trailing Lumpsum Returns

Scheme Name HDFC Retirement Savings Fund - Equity Plan - Growth Option Bandhan Retirement Fund - Regular (G)
1 Month 1.87% 1.05%
6 Month 17.97% 12.26%
1 Year 37.27% -
3 Year 23.33% -
5 Year 26.08% -

SIP Return Analysis

Scheme Name HDFC Retirement Savings Fund - Equity Plan - Growth Option Bandhan Retirement Fund - Regular (G)
6 Month - -
1 Year 16.32% 8.68%
3 Year 44.91% 8.68%
5 Year 94.95% 8.68%

Rolling Lumpsum Returns

Scheme Name HDFC Retirement Savings Fund - Equity Plan - Growth Option Bandhan Retirement Fund - Regular (G)
1 Year 26.82% 10.37%
3 Year 70.52% 10.37%
5 Year 100.8% 10.37%

Risk Management

Scheme Name HDFC Retirement Savings Fund - Equity Plan - Growth Option Bandhan Retirement Fund - Regular (G)
Standard Deviation 10.44% -
Sharp 1.4% -
Beta 0.76% -
Alpha 4.6% -

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Fund Managers

Scheme Name HDFC Retirement Savings Fund - Equity Plan - Growth Option Bandhan Retirement Fund - Regular (G)
Name Dhruv Muchhal Viraj Kulkarni
Total AUM ₹520687 Cr ₹0 Cr
Fund Manage 40 8
HDFC Retirement Savings Fund - Equity Plan - Growth Option Bandhan Retirement Fund - Regular (G)

Market Cap

Scheme Name

HDFC Retirement Savings Fund - Equity Plan - Growth Option

Bandhan Retirement Fund - Regular (G)

Others 7 28.71
Large Cap 58.86 57.36
Mid Cap 12.13 9.66
Small Cap 22.01 4.27

Sector Allocation

Scheme Name

HDFC Retirement Savings Fund - Equity Plan - Growth Option

Bandhan Retirement Fund - Regular (G)

Others 5.09 23.12
Automobiles 7.88 -
Petroleum Products 4.13 -
Finance 1.69 -
IT - Software 6.09 -
Transport Services 3.92 -
Construction 4.04 3.2
Healthcare Services 0.68 -
Banks 26.41 -
Realty 0.83 -
Leisure Services 1.21 -
Pharmaceuticals & Biotechnology 7.97 -
Ferrous Metals 1.4 -
Fertilizers & Agrochemicals 0.91 -
Personal Products 1.16 -
Paper, Forest & Jute Products 0.49 -
Agricultural Food & other Products 0.77 -
Industrial Products 3.48 -
Consumer Durables 3.02 -
IT - Services 0.83 -
Diversified FMCG 1.99 -
Aerospace & Defense 1.42 -
Insurance 3 0.45
Entertainment 0.58 -
Gas 0.53 -
Industrial Manufacturing 0.92 -
Capital Markets 1.16 -
Telecom - Services 2.86 -
Electrical Equipment 1.43 -
Commercial Services & Supplies 1.08 -
Power 0.95 -
Beverages 1.61 -
Auto Components 0.47 -
Financial - 14.21
Technology - 2.92
Automobile - 4.06
Consumer Discretionary - 0.82
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

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