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 (31-01-2026)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 184 Cr As on 30-01-2026(Source:AMFI)
Turn over: - | Exit Load: Nil

12.797

11.26%

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 9.36 7.6 - - -
ICICI Prudential Retirement Fund - Pure Equity - Growth Option 01-02-2019 22.94 16.04 26.34 21.33 -
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth 10-03-2019 20.38 12.97 16.91 10.89 -
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option 02-02-2019 20.08 14.89 22.95 16.27 -
Union Retirement Fund - Regular Plan - Growth Option 22-09-2022 16.2 10.87 18.25 - -
Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth 01-03-2019 12.55 10.77 14.41 9.42 -
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option 05-02-2015 12.34 9.53 18.33 14.9 13.0
Baroda BNP Paribas Retirement Fund - Regular plan - Growth option 28-05-2024 11.7 - - - -
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth 05-02-2021 11.51 8.96 13.07 - -
HDFC Retirement Savings Fund - Equity Plan - Growth Option 07-02-2016 11.23 9.72 17.72 18.08 -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

4.52%

Others

9.19%

Large Cap

58.66%

Mid Cap

12.73%

Scheme Documents

There are no scheme documents available

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