Bandhan Retirement Fund vs SBI Retirement Benefit Fund compare

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tortoise-icon Bandhan Retirement Fund - Regular (G)

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tortoise-icon SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - 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) SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Fund Bandhan Retirement Fund - Regular (G) SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk High Very High
Asset Size (Cr) ₹173 Cr ₹2715 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 12 Oct 2023 10 Feb 2021
Category Retirement Funds Retirement Funds
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 50+50 Moderate Index BSE 500
Turn Over % 6%
Expense Ratio 2.35 1.94
Manager Viraj Kulkarni Rohit Shimpi
ISIN Code INF194KB1GN7 INF200KA1S30
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Bandhan Retirement Fund - Regular (G) SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
1 Month 0.91% -0.12%
6 Month 1.1% -2.17%
1 Year 13.39% 12.94%
3 Year - 15.59%
5 Year - -

SIP Return Analysis

Scheme Name Bandhan Retirement Fund - Regular (G) SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
6 Month - -
1 Year 7.28% 6.23%
3 Year - 17.27%
5 Year - -

Rolling Lumpsum Returns

Scheme Name Bandhan Retirement Fund - Regular (G) SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
1 Year 22.74% 19.22%
3 Year - 20.63%
5 Year - -

Risk Management

Scheme Name Bandhan Retirement Fund - Regular (G) SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Standard Deviation - 10.86%
Sharp - 1.24%
Beta - 0.77%
Alpha - 4.63%

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Fund Managers

Scheme Name Bandhan Retirement Fund - Regular (G) SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Name Viraj Kulkarni Rohit Shimpi
Total AUM ₹0 Cr ₹15441 Cr
Fund Manage 8 6
Bandhan Retirement Fund - Regular (G) SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

Market Cap

Scheme Name

Bandhan Retirement Fund - Regular (G)

SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

Others 28.71 5.1
Large Cap 57.36 56.86
Mid Cap 9.66 26.72
Small Cap 4.27 11.32

Sector Allocation

Scheme Name

Bandhan Retirement Fund - Regular (G)

SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

Others 23.12 1.56
Financial 14.21 26.13
Technology 2.92 6.13
Automobile 4.06 13.1
Consumer Discretionary 0.82 1.63
Construction 3.2 4.5
Energy 5.45 5.42
Communication 2.05 -
Sovereign 25.32 3.32
Metals & Mining 3.87 7.18
Healthcare 2 4.22
Capital Goods 1.63 9.98
Chemicals 1.54 -
Consumer Staples 2.64 -
Materials 1.32 6.35
Services 5.4 6.79
Insurance 0.45 2.52
Textiles - 1.17

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