Bandhan Retirement Fund - Regular Plan - IDCW

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: 2.35% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 171.87 Cr As on 31-03-2025(Source:AMFI)
Turn over: -

12.163

13.72%

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 Scheme seeks 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.

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 - IDCW 18-10-2023 6.63 - - - -
PGIM India Retirement Fund - Regular Plan - Growth Option 15-04-2024 11.13 - - - -
UTI Retirement Fund - Regular Plan 26-12-1994 10.7 15.03 12.72 15.58 9.55
Nippon India Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option 05-02-2015 10.53 10.94 9.49 8.42 7.34
Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth 01-03-2019 10.04 18.62 12.86 14.15 -
Axis Retirement Fund - Aggressive Plan - Regular Growth 01-12-2019 9.73 20.03 12.29 15.07 -
Axis Retirement Fund - Dynamic Plan - Regular Growth 05-12-2019 9.44 20.22 13.42 15.2 -
SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth 05-02-2021 9.43 10.12 9.44 - -
Axis Retirement Fund - Conservative Plan - Regular Growth 05-12-2019 9.15 13.62 8.66 10.21 -
Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option 01-11-2011 8.79 19.46 14.04 17.26 11.75

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

3.81%

Others

14.55%

Large Cap

56.97%

Mid Cap

8.94%

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