Bandhan Retirement Fund Regular Growth
- Retirement
- Solutions Oriented
- Moderately High risk
Explore On
Rating:
Key Metrics
Aum
₹180.72 Cr
Expense Ratio
2.10%
Exit Load
0.00%
Min. Investment
₹1,000.00
Min. SIP
₹100.00
Launch Date
19 Oct 2023
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +3.83% | -- |
| 3 Months | +3.01% | -- |
| 6 Months | -0.48% | -- |
| 1 Year | +0.96% | +0.96% |
| 2 Years | -- | +2.05% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | +26.83% | +9.12% |
Holdings as on 13 July 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| 7.3% Govt Stock 2053 | 38.52 | 21.31 |
| Cash Offset For Derivatives | 15.96 | 8.83 |
| Triparty Repo Trp_010626 | 11.59 | 6.41 |
| Bharti Airtel | 10.01 | 5.53 |
| Reliance Industries | 9.56 | 5.29 |
| HDFC Bank | 7.82 | 4.33 |
| ICICI Bank | 7.54 | 4.17 |
| Larsen & Toubro Ltd | 6.99 | 3.86 |
| Kotak Mahindra Bank | 6.27 | 3.47 |
| Hitachi Energy India | 5.71 | 3.15 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Union Retirement Fund Regular Growth | +5.27% | +14.78% | -- |
| SBI Retirement Benefit Fund - Conservative Hybrid Plan Regular Growth | +1.1% | +7.61% | +8.15% |
| Tata Retirement Savings Conservative Fund Growth | +3.22% | +7.86% | +6.37% |
| HDFC Retirement Savings Fund - Hybrid Debt Plan - Regular Plan | +1.03% | +6.69% | +6.51% |
| Bandhan Retirement Fund Regular Growth | +0.96% | -- | -- |
Results are calculated on CAGR basis
About Fund
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.
The Bandhan Retirement Fund Regular Growth has an AUM of 180.72 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 2.10%. The minimum investment in Bandhan Retirement Fund Regular Growth is Rs 1000 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Moderate & Low respectively.
The fund has a present cash holding of %. The top holdings of the fund include 7.3% Govt Stock 2053, Cash Offset For Derivatives, Triparty Repo Trp_010626, Bharti Airtel.
The major sectors where the fund is invested are Regional Banks, Communications Services, Oil & Gas Operations, Electronic Instr. & Controls.
Some of the similar funds are Union Retirement Fund Regular Growth, SBI Retirement Benefit Fund - Conservative Hybrid Plan Regular Growth, Tata Retirement Savings Conservative Fund Growth, HDFC Retirement Savings Fund - Hybrid Debt Plan - Regular Plan, Bandhan Retirement Fund Regular Growth. Bandhan Retirement Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
FAQs
According to the morning star rating Bandhan Retirement Fund Regular Growth has a Moderate risk & Low return.
Bandhan Retirement Fund Regular Growth is managed by Gautam Kaul,Viraj Kulkarni,Brijesh Shah,Vishal Biraia,Ritika Behera,Gaurav Satra.
The expense ratio of Bandhan Retirement Fund Regular Growth is 2.10%.
The 5 year annualized return on Bandhan Retirement Fund Regular Growth is 0.00% & it has generated 0.96% in the last 1 year.
The minimum investment in Bandhan Retirement Fund Regular Growth is 1000 Rs.
Bandhan Retirement Fund Regular Growth has an AUM of 180.72 crores.
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