11.17
NAV (Apr 19,2024)

Introducing the Bandhan Retirement Fund - Regular Plan - Growth! This plan offers a fantastic opportunity for you to grow your retirement savings. With a current expense ratio of 2.36% and a scheme AUM of ₹153.34 crores, this fund is designed to help you achieve your long-term financial goals. You can start investing with a minimum investment of ₹1000 and enjoy the benefits of a lock-in period of 5 years. This fund was established on October 18, 2023. Start planning for a secure retirement with Bandhan Retirement Fund!

Bandhan Retirement Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Bandhan Retirement Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    0
  • P/B Ratio
    UM_URBAN_MONEY

    0
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.18
  • Sortino
    UM_URBAN_MONEY

    0.29

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.36%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

155.50 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹1000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 22, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

-- (--)-- (--)-- (--)10,277.88 (2.78%)11,177.82 (11.78%)
-- (--)-- (--)-- (--)30,833.64 (2.78%)33,533.46 (11.78%)
-- (--)-- (--)-- (--)51,389.4 (2.78%)55,889.1 (11.78%)
-- (--)-- (--)-- (--)82,223.04 (2.78%)89,422.56 (11.78%)
-- (--)-- (--)-- (--)1,02,778.8 (2.78%)1,11,778.2 (11.78%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Government of India26.19%
  • Reliance Industries Limited6.91%
  • ICICI Bank Limited4.73%
  • Bharti Airtel Limited4.32%
  • Larsen & Toubro Limited4.15%
  • Titan Company Limited3.40%
  • HDFC Bank Limited2.89%
  • Axis Bank Limited2.28%
  • HCL Technologies Limited2.08%
  • ITC Limited2.07%
  • Infosys Limited2.04%
  • Kotak Mahindra Bank Limited2.02%
  • Maruti Suzuki India Limited1.94%
  • Tata Consultancy Services Limited1.88%
  • Info Edge India Limited1.68%
  • Jindal Steel & Power Limited1.64%
  • NHPC Limited1.49%
  • Zomato Limited1.40%
  • Power Finance Corporation Limited1.37%
  • Tata Motors Limited1.29%
  • Cash Margin Derivatives1.29%
  • Hero MotoCorp Limited1.27%
  • InterGlobe Aviation Limited1.22%
  • Coal India Limited1.20%
  • Apar Industries Limited1.17%
  • Lupin Limited1.17%
  • Cipla Limited1.07%
  • Abbott India Limited1.06%
  • Hindalco Industries Limited1.02%
  • Bajaj Finserv Limited1.00%
  • UNO Minda Limited1.00%
  • Tech Mahindra Limited0.92%
  • Cholamandalam Investment and Finance Company Ltd0.84%
  • Wipro Limited0.77%
  • Jindal Stainless Limited0.67%
  • Hitachi Energy India Limited0.66%
  • Varun Beverages Limited0.66%
  • Union Bank of India0.65%
  • HDFC Life Insurance Company Limited0.54%
  • Macrotech Developers Limited0.48%
  • Dhanuka Agritech Limited0.47%
  • Max Financial Services Limited0.47%
  • Juniper Hotels Limited0.46%
  • Mahindra & Mahindra Financial Services Limited0.43%
  • Laurus Labs Limited0.43%
  • Vishnu Chemicals Limited0.41%
  • Sobha Limited0.40%
  • TVS Motor Company Limited0.38%
  • Aditya Birla Fashion and Retail Limited0.38%
  • Mankind Pharma Limited0.36%
  • Poonawalla Fincorp Limited0.29%
  • Central Depository Services India Limited0.28%
  • Zee Entertainment Enterprises Limited0.23%
  • PTC India Financial Services Limited0.21%
  • Triparty Repo0.17%
  • GAIL India Limited0.10%
  • GPT Healthcare Limited0.07%
  • Net Receivables Payables0.02%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

ICICI Prudential Retirement Fund - Pure Equity Plan - GrowthICICI Prudential Retirement Fund - Pure Equity Plan - Growth

OTHER

Very High

45.97%

Nippon India Retirement Fund - Wealth Creation Scheme - GrowthNippon India Retirement Fund - Wealth Creation Scheme - Growth

OTHER

Very High

33.52%

Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - GrowthAxis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth

OTHER

Very High

32.69%

Union Retirement Fund - Regular Plan - GrowthUnion Retirement Fund - Regular Plan - Growth

OTHER

Very High

30.65%

HDFC Retirement Savings Fund - Equity Plan - Regular Plan - GrowthHDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth

OTHER

Very High

29.32%

Tata Retirement Savings Fund Moderate Plan - GrowthTata Retirement Savings Fund Moderate Plan - Growth

OTHER

Very High

24.34%

SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - GrowthSBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

OTHER

Very High

21.43%

UTI Retirement FundUTI Retirement Fund

OTHER

High

19.17%

Franklin India Pension Plan - GrowthFranklin India Pension Plan - Growth

OTHER

Moderately High

18.42%

Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - GrowthAditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth

OTHER

Very High

17.92%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Retirement Fund - Pure Equity Plan - GrowthICICI Prudential Retirement Fund - Pure Equity Plan - Growth

OTHER

Very High

47.95%

Nippon India Retirement Fund - Wealth Creation Scheme - GrowthNippon India Retirement Fund - Wealth Creation Scheme - Growth

OTHER

Very High

42.02%

HDFC Retirement Savings Fund - Equity Plan - Regular Plan - GrowthHDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth

OTHER

Very High

37.48%

Union Retirement Fund - Regular Plan - GrowthUnion Retirement Fund - Regular Plan - Growth

OTHER

Very High

35.99%

Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - GrowthAxis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth

OTHER

Very High

30.76%

Tata Retirement Savings Fund Moderate Plan - GrowthTata Retirement Savings Fund Moderate Plan - Growth

OTHER

Very High

28.69%

SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - GrowthSBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

OTHER

Very High

27.85%

LIC MF Unit Linked Insurance SchemeLIC MF Unit Linked Insurance Scheme

OTHER

Very High

20.23%

UTI Retirement FundUTI Retirement Fund

OTHER

High

19.50%

Franklin India Pension Plan - GrowthFranklin India Pension Plan - Growth

OTHER

Moderately High

18.32%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Retirement Fund - Pure Equity Plan - GrowthICICI Prudential Retirement Fund - Pure Equity Plan - Growth

OTHER

Very High

27.04%

HDFC Retirement Savings Fund - Equity Plan - Regular Plan - GrowthHDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth

OTHER

Very High

26.80%

Nippon India Retirement Fund - Wealth Creation Scheme - GrowthNippon India Retirement Fund - Wealth Creation Scheme - Growth

OTHER

Very High

20.24%

Tata Retirement Savings Fund Moderate Plan - GrowthTata Retirement Savings Fund Moderate Plan - Growth

OTHER

Very High

13.24%

UTI Retirement FundUTI Retirement Fund

OTHER

High

13.18%

LIC MF Unit Linked Insurance SchemeLIC MF Unit Linked Insurance Scheme

OTHER

Very High

13.04%

Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - GrowthAditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth

OTHER

Very High

11.19%

Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - GrowthAxis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth

OTHER

Very High

10.71%

Franklin India Pension Plan - GrowthFranklin India Pension Plan - Growth

OTHER

Moderately High

9.49%

SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - GrowthSBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth

OTHER

Moderate

8.09%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HDFC Retirement Savings Fund - Equity Plan - Regular Plan - GrowthHDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth

OTHER

Very High

21.41%

Tata Retirement Savings Fund Moderate Plan - GrowthTata Retirement Savings Fund Moderate Plan - Growth

OTHER

Very High

13.57%

Nippon India Retirement Fund - Wealth Creation Scheme - GrowthNippon India Retirement Fund - Wealth Creation Scheme - Growth

OTHER

Very High

12.87%

LIC MF Unit Linked Insurance SchemeLIC MF Unit Linked Insurance Scheme

OTHER

Very High

12.55%

UTI Retirement FundUTI Retirement Fund

OTHER

High

10.43%

Franklin India Pension Plan - GrowthFranklin India Pension Plan - Growth

OTHER

Moderately High

8.91%

Fund Managers

VB

Mr. Vishal BiraiaVP - Fund Management

Mr. Vishal Biraia joined Bandhan AMC Limited in June, 2023 in Fund Management. He was earlier associated with Max Life Insurance (June 2021 to May 2023) and Aviva Life Insurance (July 2018 - November 2021) as Research analyst and assistant fund manager. Prior to that, he was associated with Antique Stock Broking (January 2015 to July 2018)with primary responsibility of research and marketing Indian equities to FII’s and with Batlivala & Karani Securities (June 2007 to July 2014) as Research Analyst.

GK

Mr. Gautam KaulFund manager

Mr.Gautam Kaul having 9 years of experience in Fixed Income Markets.

Get your latest Credit Score, FREE

Compare with similar Funds

Bandhan Retirement Fund - Regular Plan - Growth

vs

Bandhan Retirement Fund - Regular Plan - Growth

vs

Bandhan Retirement Fund - Regular Plan - Growth

vs

Bandhan Retirement Fund - Regular Plan - Growth

vs

Bandhan Retirement Fund - Regular Plan - Growth

vs

Bandhan Retirement Fund - Regular Plan - Growth

vs

Bandhan Retirement Fund - Regular Plan - Growth

vs

Bandhan Retirement Fund - Regular Plan - Growth

vs

Bandhan Retirement Fund - Regular Plan - Growth

vs

Mutual Funds Calculator

Mutual Funds Guide

Get in-depth knowledge about all things related to Mutual Funds and your finances

Mar 12, 2024

International Mutual Funds

\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio

Feb 29, 2024

​​10 Best SIP Plans for Rs. 1000

The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best

Feb 29, 2024

How to Invest in SIP

Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actua

Feb 29, 2024

Best Investment Plan for 1 Year

 For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro

Feb 29, 2024

How to stop a Mutual Fund SIP?

Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertai

Feb 29, 2024

Withdrawing from Mutual Funds

When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your

Feb 29, 2024

Flexi Cap Fund

Are you tired of the same old mutual funds that limit your investment options and returns? Do you want to explore the full potential of the stock market and invest in the best companies across all sizes and sectors? If y

Feb 29, 2024

STCG Tax on Mutual Fund

As an investor in mutual funds, you may be aware of the various benefits they offer, such as diversification, professional management, and liquidity. But do you also know about the tax implications of your mutual fund in

Feb 29, 2024

Conservative Hybrid Funds

A conservative hybrid fund is known as a low-risk investment option. The name gives you a fair idea of a conservative hybrid fund’s associated risk, offering a unique combination of safety, stability, and potential

Feb 29, 2024

Fund of Funds (FOFs)

Are you looking for a way to diversify your investments and access a variety of funds with different strategies and asset classes? If yes, then you might want to consider Fund of Funds (FOFs) as an option. FOFs are mutua

Feb 28, 2024

Expense Ratios: Calculations, Components, and Investment Impact

The expense ratio is one of the most critical yet often overlooked aspects of investing in mutual funds and ETFs. Whether you’re a seasoned investor or just starting to dip your toes into finance, understanding thi

Feb 28, 2024

Total Expense Ratio (TER)

The Total Expense Ratio (TER) is a significant indicator of the expenses associated with overseeing and running an investment fund, like a mutual fund or Exchange-Traded Fund (ETF). Calculated as a percentage of the fund

Feb 14, 2024

Indexation in Mutual Funds

‘Indexation’ is a pivotal term for investors during decision-making. It is also considered vital to reduce tax liabilities associated with investments, especially in debt mutual funds. Although calculating In

Feb 13, 2024

Yield to Maturity

Yield to Maturity (YTM) stands out as a pivotal concept among investors. It’s a term that often bounces around in financial discussions, yet its understanding remains elusive to many. Whether you’re a novice

Feb 07, 2024

What is Arbitrage Fund

Arbitrage funds are a type of investment strategy. I.e., the funds generate income by simultaneously buying and selling securities in various markets for different prices. As exploiting the price differences between the

Urban Money