Bandhan Retirement Fund vs Tata Retirement Savings Fund compare

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tortoise-icon Bandhan Retirement Fund - Regular (G)

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

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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) 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) ₹161 Cr ₹2003 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹150
Min Addl Investment ₹1000 ₹1000
Launch Date 18 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 2.33 0.56
Manager Viraj Kulkarni Murthy Nagarajan
ISIN Code INF194KB1GN7 INF277K01FG0
Exits Load /365 Exit load of 1% if redeemed before 61 months./365

Trailing Lumpsum Returns

Scheme Name Bandhan Retirement Fund - Regular (G) Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
1 Month 1.05% 1.36%
6 Month 12.26% 22.91%
1 Year - 37.89%
3 Year - 16.37%
5 Year - 18.93%

SIP Return Analysis

Scheme Name Bandhan Retirement Fund - Regular (G) Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
6 Month - -
1 Year 8.68% 16.02%
3 Year 8.68% 34.86%
5 Year 8.68% 58.92%

Rolling Lumpsum Returns

Scheme Name Bandhan Retirement Fund - Regular (G) Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
1 Year 10.37% 18.23%
3 Year 10.37% 44.58%
5 Year 10.37% 65.77%

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%

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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
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 4.89
Large Cap 57.36 42.65
Mid Cap 9.66 25.37
Small Cap 4.27 27.09

Sector Allocation

Scheme Name

Bandhan Retirement Fund - Regular (G)

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

Others 23.12 3.09
Financial 14.21 16.34
Technology 2.92 6.49
Automobile 4.06 5.05
Consumer Discretionary 0.82 3.69
Construction 3.2 2.3
Energy 5.45 11.62
Communication 2.05 -
Sovereign 25.32 -
Metals & Mining 3.87 3.71
Healthcare 2 1.36
Capital Goods 1.63 9.92
Chemicals 1.54 4.17
Consumer Staples 2.64 13.53
Materials 1.32 2.92
Services 5.4 13.47
Insurance 0.45 0.91
Diversified - 1.43

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