Comprehensive analysis of Bandhan Retirement Fund - Direct (IDCW) (44337) 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 indicatorsHover or click any card to view detailed metrics
Moderate Returns
High Risk
Low Expense Ratio
Diversified
Established Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Outperformance vs benchmark
Recent performance momentum
Historical performance consistency
Market exposure level
Fund management costs
Fund manager experience
Risk-adjusted returns
Assets under management
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% |
| Bharti Airtel Ltd | Telecomm-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% |
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 Retirement Fund - Direct (G) | ₹239.10 | 0.57% | 7.42% | 3.52% |
| Franklin India Retirement Fund (G) | ₹217.95 | 0.37% | 7.00% | 2.72% |
| Tata Retirement Savings Fund - Progressiv-Dir (G) | ₹78.78 | 0.15% | 16.98% | -1.88% |
| Tata Retirement Savings Fund - Moderate-Dir (G) | ₹76.37 | 0.61% | 15.25% | 0.53% |
| Tata Retirement Savings Fund - Progressive (G) | ₹64.75 | -0.22% | 16.12% | -3.31% |
| Tata Retirement Savings Fund - Moderate (G) | ₹64.01 | 0.26% | 14.44% | -0.87% |
| HDFC Retirement Savings Fund - Equity - Dir (G) | ₹56.83 | 0.88% | 14.04% | -1.91% |
| UTI-Retirement Fund - Direct | ₹53.18 | -0.51% | 7.08% | 2.55% |
| HDFC Retirement Savings Fund - Equity (G) | ₹50.12 | 0.62% | 13.47% | -2.90% |
| UTI-Retirement Fund - Regular | ₹49.24 | -0.67% | 6.75% | 1.91% |
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