Bandhan Retirement Fund - Regular Plan - Growth

Fund House: Bandhan Mutual Fund
Category: Retirement Fund
Launch Date: 18-10-2023
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 50+50 Moderate Index
TER: 2.35% As on (31-10-2024)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 172.89 Cr As on 31-10-2024(Source:AMFI)
Turn over: -

11.95

17.87%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Balanced TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

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.

Current Asset Allocation (%)

Indicators

Standard Deviation -
Sharpe Ratio -
Alpha -
Beta -
Yield to Maturity 7.08
Average Maturity 27.19

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Bandhan Retirement Fund - Regular Plan - Growth 18-10-2023 17.41 - - - -
ICICI Prudential Retirement Fund - Pure Equity - Growth Option 01-02-2019 36.75 29.6 19.55 22.93 -
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option 02-02-2019 32.32 25.07 16.25 17.7 -
Axis Retirement Savings Fund - Dynamic Plan - Regular Growth 20-12-2019 29.99 19.66 9.67 - -
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option 05-02-2015 29.34 23.78 15.15 16.06 -
HDFC Retirement Savings Fund - Equity Plan - Growth Option 07-02-2016 26.13 24.57 17.94 23.32 -
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth 10-03-2019 25.74 17.93 10.85 12.94 -
Axis Retirement Savings Fund - Aggressive Plan - Regular Growth 01-12-2019 25.16 18.36 8.27 - -
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option 01-11-2011 24.47 22.14 12.22 15.45 13.86
Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option 01-11-2011 22.12 20.01 11.72 14.64 12.75

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

4.15%

Others

9.17%

Large Cap

59.4%

Mid Cap

8.31%

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