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Bandhan Retirement Fund vs Tata Retirement Savings Fund compare
Bandhan Retirement Fund - Regular (G)
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Chart Comparison
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) | ₹171 Cr | ₹1979 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 | 2.01 |
| 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 | 3.95% | 7.37% |
| 6 Month | -2.17% | -9.53% |
| 1 Year | 7.66% | 7.44% |
| 3 Year | - | 13.03% |
| 5 Year | - | 18.61% |
SIP Return Analysis
| Scheme Name | Bandhan Retirement Fund - Regular (G) | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 1.41% | -2.5% |
| 1 Year | 0.88% | -8.22% |
| 3 Year | - | 13.98% |
| 5 Year | - | 13.88% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Retirement Fund - Regular (G) | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 16.96% | 14.6% |
| 3 Year | - | 15.69% |
| 5 Year | - | 14.74% |
Risk Management
| Scheme Name | Bandhan Retirement Fund - Regular (G) | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | - | 13.489% |
| Sharp | - | 0.431% |
| Beta | - | - |
| Alpha | - | - |
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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 |
| Funds Managed | 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 | 29.88 | 8.04 |
| Large Cap | 57.19 | 39.07 |
| Mid Cap | 8.97 | 21.88 |
| Small Cap | 3.96 | 31 |
Sector Allocation
| Scheme Name |
Bandhan Retirement Fund - Regular (G) |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Others | 29.81 | 8.9 |
| Energy | 6.35 | 4.73 |
| Technology | 7.69 | 14.88 |
| Industrials | 7.09 | 11.06 |
| Basic Materials | 4.78 | 7.18 |
| Financial Services | 19.06 | 24.95 |
| Healthcare | 2.13 | 0.89 |
| Utilities | 1.31 | 2.45 |
| Consumer Defensive | 3.38 | 12.16 |
| Consumer Cyclical | 10.09 | 9.91 |
| Communication Services | 7.48 | 1.56 |
| Real Estate | 0.84 | 1.33 |
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