- Mutual Funds
- Bandhan Mutual Fund
- Bandhan Retirement Fund Direct Growth
Bandhan Retirement Fund Direct Plan Growth
₹ 12.5
NAV (Apr 30)
View Less
Bandhan Retirement Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment3,49,885
Wealth Gained10,82,497
Total Corpus Created (₹)
With CAGR of 15.637 % in 5 yearsHistorical NAV
₹ 12.497
NAV (Apr 30)
Fund Returns
Last 1Y | 8.3% |
Last 3Y | - |
Last 5Y | - |
Last 10Y | - |
Since Inception | 15.6% |
6 Month CAGR | 1.4% |
Scheme Information
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.
Expense Ratio | 0.74 % |
Launched 1Y ago | 2023-10-18 |
AUM in Crores | 171.7 |
ISIN | INF194KB1GU2 |
Lock-in (days) | 1825 |
Benchmark | CRISIL Hybrid 50+50 Moderate Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Bandhan Retirement Fund Direct (G) | 8,97,356 | 1,64,744 | 8.3% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Others
21.68%GOI
17.85%Reliance Industries Ltd.
6.29%GOI
5.87%ICICI Bank Ltd.
4.72%
Allocation by Sector
Financial
13.25%Services
5.77%Communication
5.34%Automobile
5.03%Energy
4.16%
Comparison with Others Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 49,131 cr | ||
₹ 4,772 cr | ||
₹ 14,724 cr | ||
₹ 13,733 cr | ||
₹ 7,713 cr |
About the AMC
Bandhan Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
7.6% | 6.5% | ||
17.9% | 17.5% | ||
24.1% | 16.2% | ||
7.1% | 7.9% | ||
27.5% | 33.9% |
Bandhan Retirement Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment3,49,885
Wealth Gained10,82,497
Total Corpus Created (₹)
With CAGR of 15.637 % in 5 years