Bandhan Retirement Fund vs SBI Retirement Benefit Fund compare
Bandhan Retirement Fund - Regular (G)
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹171 Cr | ₹2673 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 | 1.95 |
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 | -0.78% | -3.58% |
6 Month | -5.22% | -11.69% |
1 Year | 5.55% | 3.05% |
3 Year | - | 12.68% |
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 | -2.5% | -11.09% |
3 Year | - | 10.48% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Bandhan Retirement Fund - Regular (G) | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
1 Year | 16.96% | 18.59% |
3 Year | - | 20.02% |
5 Year | - | - |
Risk Management
Scheme Name | Bandhan Retirement Fund - Regular (G) | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 12.293% |
Sharp | - | 0.575% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Tata Hybrid Equity Fund- Regular Plan - Growth Option
3Y Returns10.4%
LIC MF Equity Hybrid Fund-Growth
3Y Returns9.15%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
3Y Returns10.56%
Tata Hybrid Equity Fund- Regular Plan - Growth Option
3Y Returns10.4%
SBI Short Term Debt Fund - Regular Plan -Growth
3Y Returns6.1%
LIC MF Short Term Debt Fund Regular - Growth
3Y Returns5.37%
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
3Y Returns0%
Kotak Equity Opportunities Fund - Growth
3Y Returns16.22%