- Mutual Funds
- Bandhan Mutual Funds
- Bandhan Retirement Fund (Growth)
Bandhan Retirement Fund (Growth)
₹ 12.127
NAV (Jul 25)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 12.127
NAV (Jul 25)
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 21.3% |
6 Month CAGR | 12.1% |
Scheme Information
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 | 2.33 |
Launched (1y ago) | Oct 19, 2023 |
AUM in Crores | 168.816 |
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 | 7.15 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Bandhan Retirement Fund (Growth) | NaN | NaN | % | |
| 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
cash offset for derivatives
20.4%7.3% govt stock 2053
18.3%reliance industries ltd
6.7%7.18% govt stock 2037
6%icici bank ltd
4.8%Allocation by Sector
financial services
20%consumer cyclical
10.9%energy
7.9%technology
7.9%communication services
6.9%Comparison with Other Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 1 cr | ||
₹ 129 cr | ||
₹ 3,196 cr | ||
₹ 18 cr | ||
₹ 42 cr |
About the AMC
Bandhan Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.4% | 5.6% | ||
1.6% | 2.2% | ||
1.6% | 2.2% | ||
1.6% | 2.2% | ||
23.7% | 18% |
Bandhan Retirement Fund (G) Review
Bandhan Retirement Fund (G) is a Solution Oriented Other fund and has delivered an annualised return of 21.6% 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 7/25/2024 is ₹12.13 with the total AUM as of 7/26/2024 is ₹168.816. 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)?
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 2.33% for regular plan.