Bandhan Retirement Fund - Regular (G) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Bandhan Retirement Fund - Regular (G) (44334) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Bandhan Retirement Fund - Regular (G)
Bandhan Asset Management Company Ltd
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.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Moderate Returns
Risk
High Risk
Expenses
High Expenses
Portfolio Mix
Diversified
Management
Established Team
Quality Score
Below Average
Bandhan Retirement Fund - Regular (G) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
Equity Exposure
Market exposure level
1-Year Returns
Recent performance momentum
Long-term Track Record
Historical performance consistency
Management Stability
Fund manager experience
Risk Assessment
Risk-adjusted returns
Fund Size
Assets under management
Cost Efficiency
Fund management costs
Investment Timing Insights
See how your money can grow and compare with popular investment options
Your Investment
Compare With Popular Options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Industry | % Assets |
|---|---|---|
| GSEC | Govt. Securities | 22.73% |
| Bharti Airtel Ltd | Telecom-Service | 5.77% |
| Reliance Industries Ltd | Refineries | 5.54% |
| ICICI Bank Ltd | Banks | 5.49% |
| TREPS | Debt Others | 4.93% |
| HDFC Bank Ltd | Banks | 3.45% |
| Larsen & Toubro Ltd | Infrastructure Developers & Operators | 3.43% |
| Titan Company Ltd | Diamond, Gems and Jewellery | 2.57% |
| Eternal Ltd | E-Commerce/App based Aggregator | 2.03% |
| Axis Bank Ltd | Banks | 1.99% |
Sector Breakdown
Compare against Retirement Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Retirement Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Retirement Fund category
Bandhan Retirement Fund - Regular (G) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 3M | 6M | 1Y |
|---|---|---|---|---|
| Franklin India Retirement Fund - Direct (G) | ₹243.06 | 0.57% | 7.42% | 3.52% |
| Franklin India Retirement Fund (G) | ₹221.35 | 0.37% | 7.00% | 2.72% |
| Tata Retirement Savings Fund - Progressiv-Dir (G) | ₹80.24 | 0.15% | 16.98% | -1.88% |
| Tata Retirement Savings Fund - Moderate-Dir (G) | ₹77.87 | 0.61% | 15.25% | 0.53% |
| Tata Retirement Savings Fund - Progressive (G) | ₹65.84 | -0.22% | 16.12% | -3.31% |
| Tata Retirement Savings Fund - Moderate (G) | ₹65.16 | 0.26% | 14.44% | -0.87% |
| HDFC Retirement Savings Fund - Equity - Dir (G) | ₹58.30 | 0.88% | 14.04% | -1.91% |
| UTI-Retirement Fund - Direct | ₹54.17 | -0.51% | 7.08% | 2.55% |
| HDFC Retirement Savings Fund - Equity (G) | ₹51.35 | 0.62% | 13.47% | -2.90% |
| UTI-Retirement Fund - Regular | ₹50.12 | -0.67% | 6.75% | 1.91% |
Category Average Returns
Vishal Biraia
A seasoned investment professional with over 2 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.