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  • Bandhan Retirement Fund (Growth)
Bandhan Mutual Funds

Bandhan Retirement Fund (Growth)

OtherSolution Oriented

11.383

NAV (May 14)

13.9%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Scripbox Recommended Goals
Plans that will help you to achieve your life goals across multiple time frames.?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

11.383

NAV (May 14)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
13.9%
6 Month CAGR
13%

Scheme Information

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. There is no assurance or guarantee that the objectives of the scheme will be realised.

Expense Ratio
2.36
Launched (1y ago)
Oct 19, 2023
AUM in Crores
157.873
ISIN
INF194KB1GN7
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 50+50 - Moderate TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
7.36
Fund Managers

Ritika Behera

Fund Manager

Vishal Biraia

Fund Manager

Gautam Kaul

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Bandhan Retirement Fund (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-05-14

Top Stock Holdings

cash offset for derivatives

21.2%
21.2%

7.3% govt stock 2053

19%
19%

reliance industries ltd

6.7%
6.7%

7.18% govt stock 2037

6.3%
6.3%

icici bank ltd

4.9%
4.9%
See all holdings

Allocation by Sector

financial services

19.3%
19.3%

consumer cyclical

10.9%
10.9%

energy

8%
8%

technology

7.6%
7.6%

communication services

6.6%
6.6%
See all sectors

Comparison with Other Funds

Fund NameFund Size
Principal Retirement Sav Conservative fund (G)
Principal Retirement Sav Conservative fund (G)

₹ 1 cr

₹ 133 cr

₹ 18 cr

₹ 28 cr

₹ 6 cr

amc-img

About the AMC

Bandhan Mutual Fund

Bandhan Asset Management Company Limited manages assets worth 141,818 crores and was set up on 20 December 1999. It's current offering of mutual fund schemes includes 38 equity,214 debt and 27 hybrid funds.amc-img
phone-img022-66289999
Fund NameScripbox Opinion
Till Date CAGR
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)

5%

5.3%

1.3%

1.7%

1.3%

1.7%

1.3%

1.7%

25.5%

17.5%

Bandhan Retirement Fund (G) Review

Bandhan Retirement Fund (G) is a Solution Oriented Other fund and has delivered an annualised return of 13.9% over a period of 0 years. The fund is managed by Bandhan Asset Management Company Limited. The fund managers are Gautam Kaul, Ritika Behera, Vishal Biraia.

Nav of Bandhan Retirement Fund (G) as of 5/14/2024 is ₹11.38 with the total AUM as of 5/15/2024 is ₹157.873. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bandhan Retirement Fund (G) was launched on Oct 19, 2023. The category risk of the fund is Very High Risk.

The minimum SIP amount for Bandhan Retirement Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is Bandhan Retirement Fund (G)?

Bandhan Retirement Fund (G) is a Solution Oriented Other scheme predominantly investing across Other instruments with an investment objective to generate wealth over the long term.

How to invest in Bandhan Retirement Fund (G)?

You can invest in Bandhan Retirement Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Bandhan Retirement Fund (G)?

The minimum sip amount for Bandhan Retirement Fund (G) is ₹0. You can invest in multiples of ₹5000.

Is Bandhan Retirement Fund (G) good to invest in?

As per Scripbox experts, Bandhan Retirement Fund (G) is a Not Reviewed Yet fund. You can investBandhan Retirement Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Bandhan Retirement Fund (G)?

The expense ratio of the Bandhan Retirement Fund (G) is 2.36% for regular plan.