Bandhan Retirement Fund - Regular Plan - Growth

Fund House: Bandhan Mutual Fund
Category: Retirement Fund
Launch Date: 18-10-2023
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 50+50 Moderate Index
TER: 2.34% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 180.35 Cr As on 30-05-2025(Source:AMFI)
Turn over: - | Exit Load: Nil

12.408

14.0%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Balanced TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The investment objective of the Scheme is to provide long-term capital appreciation / income by investing in a mix of equity, debt and other instruments to help investors meet their retirement goals. However, there can be no assurance that the investment objective of the scheme will be realized.

Current Asset Allocation (%)

Indicators

Standard Deviation -
Sharpe Ratio -
Alpha -
Beta -
Yield to Maturity 7.08
Average Maturity 27.19

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Bandhan Retirement Fund - Regular Plan - Growth 18-10-2023 4.63 - - - -
PGIM India Retirement Fund - Regular Plan - Growth Option 15-04-2024 10.19 - - - -
Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth 01-03-2019 8.48 17.8 16.32 14.29 -
UTI Retirement Fund - Regular Plan 26-12-1994 8.45 14.17 14.24 14.97 9.81
ICICI Prudential Retirement Fund - Pure Debt - Growth Option 05-02-2019 8.01 7.17 6.87 5.62 -
Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option 01-11-2011 7.9 18.77 18.55 17.9 12.55
SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth 05-02-2021 7.48 9.36 10.54 - -
Franklin India Pension Plan-Growth 31-03-1997 7.4 12.84 12.72 10.98 8.54
Nippon India Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option 05-02-2015 7.21 9.37 11.08 7.8 7.49
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth 10-03-2019 7.05 19.8 18.5 16.58 -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

4.26%

Others

12.84%

Large Cap

57.37%

Mid Cap

9.83%

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