Bandhan Retirement Fund vs Tata Retirement Savings Fund compare

Link copied to clipboard!

tortoise-icon Bandhan Retirement Fund - Regular (G)

Invest Now

tortoise-icon Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option

Invest Now

Chart Comparison

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

Overview

Scheme Name Bandhan Retirement Fund - Regular (G) Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Fund Bandhan Retirement Fund - Regular (G) Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Investment Plan Growth Growth
Level of Risk High Very High
Asset Size (Cr) ₹173 Cr ₹2089 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹150
Min Addl Investment ₹1000 ₹1000
Launch Date 12 Oct 2023 01 Nov 2011
Category Retirement Funds Retirement Funds
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 50+50 Moderate Index BSE India Bond Index
Turn Over % 64.15%
Expense Ratio 2.35 2
Manager Viraj Kulkarni Murthy Nagarajan
ISIN Code INF194KB1GN7 INF277K01FG0
Exits Load Data not available./365 Tata Retirement Savings Fund - Regular Plan - Progressive Plan - Growth charges 1.0% of sell value;. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Bandhan Retirement Fund - Regular (G) Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
1 Month 0.91% 4.94%
6 Month 1.1% 6.88%
1 Year 13.39% 23.15%
3 Year - 15.68%
5 Year - 16.25%

SIP Return Analysis

Scheme Name Bandhan Retirement Fund - Regular (G) Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
6 Month - -
1 Year 7.28% 21.06%
3 Year - 23.27%
5 Year - 19.96%

Rolling Lumpsum Returns

Scheme Name Bandhan Retirement Fund - Regular (G) Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
1 Year 22.74% 14.41%
3 Year - 15.76%
5 Year - 14.66%

Risk Management

Scheme Name Bandhan Retirement Fund - Regular (G) Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Standard Deviation - 11.38%
Sharp - 0.88%
Beta - 1.64%
Alpha - 11.76%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Bandhan Retirement Fund - Regular (G) Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Name Viraj Kulkarni Murthy Nagarajan
Total AUM ₹0 Cr ₹18015 Cr
Fund Manage 8 11
Bandhan Retirement Fund - Regular (G) Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option

Market Cap

Scheme Name

Bandhan Retirement Fund - Regular (G)

Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option

Others 28.71 8.55
Large Cap 57.36 33.77
Mid Cap 9.66 21.36
Small Cap 4.27 36.32

Sector Allocation

Scheme Name

Bandhan Retirement Fund - Regular (G)

Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option

Others 23.12 8.55
Financial 14.21 -
Technology 2.92 -
Automobile 4.06 -
Consumer Discretionary 0.82 -
Construction 3.2 -
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 4.73
Petroleum Products - 2.78
Gas - 2.42
Cement & Cement Products - 2.94
Banks - 10.66
Capital Markets - 5.49
Diversified FMCG - 4.04
Automobiles - 1.93
Agricultural Food & other Products - 1.82
Industrial Manufacturing - 3.7
Finance - 2.19
Diversified - 1.23
Food Products - 2.43
IT - Software - 8.87
Oil - 1.73
Consumer Durables - 4.25
Auto Components - 3.21
Chemicals & Petrochemicals - 4.37
Household Products - 2.21
Financial Technology (Fintech) - 1.78
Industrial Products - 3.6
Fertilizers & Agrochemicals - 1.87
Electrical Equipment - 1.05
Media - 0.63
Transport Infrastructure - 1.84
Retailing - 3.15
Realty - 1.55
Beverages - 3.82
Entertainment - 1.16

Top Comparisons

Franklin India Prima Fund-Growth Franklin India Prima Fund-Growth

3Y Returns22.69%

VS

Quant Mid Cap Fund-Growth Quant Mid Cap Fund-Growth

3Y Returns23.01%

Compare Now

SBI Gold Fund Regular Plan - Growth SBI Gold Fund Regular Plan - Growth

3Y Returns14.12%

VS

Aditya Birla Sun Life Gold Fund-Growth Aditya Birla Sun Life Gold Fund-Growth

3Y Returns13.95%

Compare Now

HDFC Focused 30 Fund - GROWTH PLAN HDFC Focused 30 Fund - GROWTH PLAN

3Y Returns24.72%

VS

BANDHAN Focused Equity Fund - Regular Plan - Growth BANDHAN Focused Equity Fund - Regular Plan - Growth

3Y Returns15.17%

Compare Now

Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth

3Y Returns10.01%

VS

Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth

3Y Returns10.01%

Compare Now
Request call back
Add to Cart Successfully