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Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
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Key Metrics Comparison
| Metric | Bandhan Retirement Fund - Regular Plan - IDCW Reinvest | SBI Children's Fund - Investment Plan - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | IDFC MF | SBI MF |
| Category | Solution Oriented - Retirement Fund - Equity | Solution Oriented - Children's Fund |
| NAV | ₹12.34 (17 Sep 2026) | ₹52.74 (16 Sep 2026) |
| Rating | ★★★ | ★★★★★ |
| Benchmark | CRISIL Hybrid 50+50 - Moderate Index | CRISIL Hybrid 35+65 - Aggressive Index |
| Fund Manager | Vishal Biraia | R. Srinivasan |
| Inception | 18 Oct 2023 | 29 Sep 2020 |
| Returns | ||
| 1Y | -3.12% | 13.10% |
| 3Y | — | 20.25% |
| 5Y | — | 19.53% |
| Since Inception | 7.31% | 32.13% |
| Risk | ||
| 8.42 | 14.81 | |
| 0.63 | 1.32 | |
| 0.34 | 1.16 | |
| 0.07 | 9.52 | |
| 0.61 | 2.39 | |
| -7.62% | -9.74% | |
| Costs | ||
| Expense Ratio | 2.56% | 1.11% |
| Exit Load | Nil | 3% on or before 1Y, 2% after 1Y but on or before 2Y, 1% after 2Y but on or before 3Y, Nil after 3Y |
| Min SIP | ₹100 | ₹1,000 |
| Min Lumpsum | ₹1,000 | ₹5,000 |
| Lock-in | 5 years | 5 years |
Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.
Portfolio Overlap
IDFC MF91%
SBI MF91%
8.7%Only 8.7% of holdings by weight are common between IDFC MF and SBI MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingIDFC MFSBI MF
Kotak Mahindra Bank Ltd.3.76%3.78%
ICICI Bank Ltd.4.80%2.81%
State Bank Of India2.16%4.91%
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