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) ₹5970 Cr ₹173 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 26 Feb 2016 12 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 1.78 2.35
Manager Dhruv Muchhal Viraj Kulkarni
ISIN Code INF179KB1MG8 INF194KB1GN7
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name HDFC Retirement Savings Fund - Equity Plan - Growth Option Bandhan Retirement Fund - Regular (G)
1 Month -3.65% -2.43%
6 Month -4.23% -2.96%
1 Year 11.34% 8.06%
3 Year 17.34% -
5 Year 21.81% -

SIP Return Analysis

Scheme Name HDFC Retirement Savings Fund - Equity Plan - Growth Option Bandhan Retirement Fund - Regular (G)
6 Month - -
1 Year 2.48% 1.84%
3 Year 19.74% -
5 Year 23.08% -

Rolling Lumpsum Returns

Scheme Name HDFC Retirement Savings Fund - Equity Plan - Growth Option Bandhan Retirement Fund - Regular (G)
1 Year 18.89% 22.74%
3 Year 18.78% -
5 Year 16.7% -

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 7.31 28.71
Large Cap 60.19 57.36
Mid Cap 11.01 9.66
Small Cap 21.49 4.27

Sector Allocation

Scheme Name

HDFC Retirement Savings Fund - Equity Plan - Growth Option

Bandhan Retirement Fund - Regular (G)

Others 7.31 23.12
Petroleum Products 4.24 -
Finance 1.36 -
IT - Software 7.08 -
Transport Services 5.05 -
Construction 3.86 3.2
Healthcare Services 0.51 -
Banks 25.33 -
Realty 0.86 -
Leisure Services 0.93 -
Pharmaceuticals & Biotechnology 6.8 -
Automobiles 6.92 -
Ferrous Metals 1.68 -
Fertilizers & Agrochemicals 0.81 -
Personal Products 1.01 -
Paper, Forest & Jute Products 0.48 -
Agricultural Food & other Products 0.63 -
Industrial Products 2.69 -
Consumer Durables 3.68 -
IT - Services 0.55 -
Diversified FMCG 2.13 -
Insurance 2.98 0.45
Entertainment 0.59 -
Gas 0.65 -
Aerospace & Defense 0.62 -
Industrial Manufacturing 1.63 -
Capital Markets 1.19 -
Telecom - Services 2.97 -
Electrical Equipment 1.32 -
Commercial Services & Supplies 1.62 -
Power 0.86 -
Beverages 1.21 -
Auto Components 0.45 -
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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