Comprehensive analysis of Bandhan Retirement Fund - Regular (IDCW) (44335) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
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.
A comprehensive at-a-glance view of key mutual fund health indicators
Moderate Returns
High Risk
High Expenses
Diversified
New Team
Below Average
Showing 1Y NAV history
Performance across different time periods
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Outperformance vs benchmark
Recent performance momentum
Historical performance consistency
Market exposure level
Risk-adjusted returns
Fund manager experience
Assets under management
Fund management costs
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Industry | % Assets |
|---|---|---|
| GSEC | Govt. Securities | 22.73% |
| GSEC | Govt. Securities | 22.35% |
| Bharti Airtel Ltd | Telecomm-Service | 5.96% |
| Reliance Industries Ltd | Refineries | 5.88% |
| Bharti Airtel Ltd | Telecomm-Service | 5.77% |
| Reliance Industries Ltd | Refineries | 5.54% |
| ICICI Bank Ltd | Banks | 5.49% |
| ICICI Bank Ltd | Banks | 5.27% |
| TREPS | Debt Others | 4.93% |
| TREPS | Debt Others | 3.69% |
Compare against Retirement Fund category average
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
| Fund Name | NAV | 3M | 6M | 1Y |
|---|---|---|---|---|
| Franklin India Pension Plan - Direct (G) | ₹241.01 | 5.98% | 3.97% | 8.00% |
| Franklin India Pension Plan - (G) | ₹220.00 | 5.78% | 3.57% | 7.17% |
| Tata Retirement Savings Fund - Progressiv-Dir (G) | ₹81.58 | 14.99% | 1.93% | 7.34% |
| Tata Retirement Savings Fund - Moderate-Dir (G) | ₹78.28 | 12.86% | 2.80% | 8.59% |
| Tata Retirement Savings Fund - Progressive (G) | ₹67.23 | 14.56% | 1.18% | 5.78% |
| Tata Retirement Savings Fund - Moderate (G) | ₹65.77 | 12.47% | 2.08% | 7.07% |
| HDFC Retirement Savings Fund - Equity - Dir (G) | ₹58.04 | 10.60% | 4.40% | 6.01% |
| UTI-Retirement Fund - Direct | ₹54.03 | 5.77% | 4.60% | 8.71% |
| HDFC Retirement Savings Fund - Equity (G) | ₹51.27 | 10.33% | 3.90% | 4.92% |
| UTI-Retirement Fund - Regular | ₹50.08 | 5.61% | 4.27% | 8.02% |
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