Bandhan Retirement Fund Regular Growth

AllocationRetirement
12.78
-0.03(-0.22%)
NAV as on 09 Dec, 2025
CAGR
12.17%

Top Performer

This scheme has consistently delivered the best returns in its Retirement category across .

Returns
  • AUM (Crs.)186.48
  • Expense Ratio2.35 %
  • Sharpe Ratio / Category Average-
  • Standard Deviation / Category Average-
  • Beta / Category Average-
  • Portfolio Turnover / Category Average12.73 / 44.31
  • Top 5 Stocks Wt.54.67
  • Top 10 Stocks Wt.71.69
  • Top 3 Sectors Wt.39.49
  • Investment StyleLarge Growth
  • Morningstar Rating

Performance

Absolute and Annualised Returns

Yearly Returns

Returns Calculator

Portfolio

Asset Allocation

  • Equity%
  • Debt%
  • Cash%
  • Derivatives%

Weightage by Market Cap

    Concentration

    • No. of Stocks--
    • Avg. Market Cap--
    • Top 10 Stocks--
    • Top 5 Stocks--
    • Top 3 Sectors--
    View Holdings

    Fundamentals

    MeasuresFundCategory Average

    Risk Metrics

    Peers

    1Y3Y5Y10Y
    Mutual FundAUM (cr.)3YReturns

    Holdings

    Stocks
    Sector

    About

    • Fund Manager(s)Check History
      Gautam Kaul, Vishal Biraia, Ritika Behera, Brijesh Shah, Gaurav Satra, Viraj Kulkarni
    • Launch Date19 Oct, 2023
    • BenchmarkS&P BSE 500

    Objective

    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.

    Riskometer

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