Bandhan Retirement Fund - Growth - Regular Plan

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  • Net Change on 30-12-2024

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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Fund 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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
CRISIL Hybrid 50+50 - Moderate Index N/A N/A N/A N/A N/A N/A
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
HDFC Retirement Savings Fund - Equity Plan - Growth Option Feb 25, 2016 17.53 19.40 23.24 1.78 6,009.36
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Option Feb 11, 2015 20.30 17.40 16.25 1.92 3,336.49
Tata Retirement Savings Fund Moderate -Regular Plan (Growth) Nov 04, 2011 19.14 13.84 15.08 2.00 2,176.80
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth Nov 04, 2011 21.23 14.84 16.03 2.00 2,108.21
HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option Feb 25, 2016 13.69 14.40 16.79 2.08 1,582.92

Fund Holdings as on 30-November-2024

  • 7.3% Government of India

  • Reliance Industries Limited

  • Bharti Airtel Limited

  • ICICI Bank Limited

  • Larsen & Toubro Limited

  • HDFC Bank Limited

  • Triparty Repo TRP_021224

  • Titan Company Limited

  • HCL Technologies Limited

  • Info Edge (India) Limited

  • Axis Bank Limited

  • ITC Limited

  • Infosys Limited

  • Zomato Limited

  • Tata Consultancy Services Limited

  • Kotak Mahindra Bank Limited

  • Jindal Steel & Power Limited

  • Power Finance Corporation Limited

  • Maruti Suzuki India Limited

  • UNO Minda Limited

  • InterGlobe Aviation Limited

  • NHPC Limited

  • Cash Margin - Derivatives

  • Hero MotoCorp Limited

  • Tech Mahindra Limited

  • Hindalco Industries Limited

  • Coal India Limited

  • Hitachi Energy India Limited

  • Cipla Limited

  • Max Financial Services Limited

  • Tata Motors Limited

  • United Spirits Limited

  • Bajaj Finserv Limited

  • Cholamandalam Investment and Finance Company Ltd

  • Lupin Limited

  • Vishnu Chemicals Limited

  • CG Power and Industrial Solutions Limited

  • Varun Beverages Limited

  • Dhanuka Agritech Limited

  • Jindal Stainless Limited

  • Wipro Limited

  • IndusInd Bank Limited

  • HDFC Life Insurance Company Limited

  • Adani Ports and Special Economic Zone Limited

  • Macrotech Developers Limited

  • Central Depository Services (India) Limited

  • Union Bank of India

  • Sobha Limited

  • TVS Motor Company Limited

  • Mahindra & Mahindra Financial Services Limited

  • Aadhar Housing Finance Limited

  • Mankind Pharma Limited

  • Jubilant Ingrevia Limited

  • PTC India Financial Services Limited

  • Juniper Hotels Limited

  • Neogen Chemicals Limited

  • Poonawalla Fincorp Limited

  • Zee Entertainment Enterprises Limited

  • ZF Commercial Vehicle Control Systems India Limited

  • GAIL (India) Limited

  • GPT Healthcare Limited

  • Sobha Limited

  • Net Receivables/Payables

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  • Miscellaneous

  • Bank - Private

  • IT - Software

  • Refineries

  • Telecommunication - Service Provider

  • Engineering - Construction

  • Diamond & Jewellery

  • BPO/ITeS

  • Pharmaceuticals & Drugs

  • Cigarettes/Tobacco

  • e-Commerce

  • Electric Equipment

  • Finance - NBFC

  • Steel/Sponge Iron/Pig Iron

  • Finance Term Lending

  • Automobile Two & Three Wheelers

  • Automobiles - Passenger Cars

  • Auto Ancillary

  • Airlines

  • Chemicals

  • Power Generation/Distribution

  • Metal - Non Ferrous

  • Mining & Minerals

  • Finance - Others

  • Automobiles-Trucks/Lcv

  • Construction - Real Estate

  • Breweries & Distilleries

  • Finance - Investment

  • Consumer Food

  • Pesticides & Agrochemicals

  • Steel & Iron Products

  • Insurance

  • Port

  • Depository Services

  • Bank - Public

  • Finance - Housing

  • Hotel, Resort & Restaurants

  • TV Broadcasting & Software Production

  • Industrial Gases & Fuels

  • Hospital & Healthcare Services

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Fund Manager

  • Cash

  • Equity

  • Rights

  • SOVEREIGN

About Bandhan Retirement Fund

Scheme Analysis

Bandhan Retirement Fund is a Solution Oriented - Retirement Fund - Equity fund and belongs to Bandhan Mutual Fund. It was launched on 18-Oct-2023 and currently has an AUM of ₹173.36 crore. Bandhan Retirement Fund is benchmarked against CRISIL Hybrid 50+50 - Moderate Index as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Bandhan Retirement Fund ended down ₹-0.02(-0.2%)yesterday to ₹12.075.

Among its top 3 holdings the fund has exposure to 7.3% Government of India, and

The Bandhan Retirement Fund is managed by Gautam Kaul and Viraj Kulkarni.

Fund House Contact

6th Floor, One World Centre, 841, Jupiter Mills Compound, Senapati Bapat Marg, Elphinstone Road (West), Mumbai - 400 013

022-66289999
022-24215052