Bandhan Retirement Fund Direct growth

Hybrid • Retirement • Direct growth

Insufficient Funds

Insufficient fund history to generate its report card

Credit Rating
Average credit rating
AAA (Highest)

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Hybrid

Retirement

Direct growth

Launched On
19 Oct 2023
3 years ago
Lock-in Period
5 years
NAV
as of 02 Nov 2026
₹12.95
NA
AUM
₹174 Cr
Expense ratio
0.96%
Benchmark
CRISIL Hybrid 50+50 - Moderate
Fund Plan
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold anytime

0%

Distribution

Asset split
Market capital
Equity65.01%
Debt22.01%
Cash12.98%

What's in this fund?

Credit Rating
Holdings

Fund House

Bandhan

Bandhan

Inc: 14 Jul 2000 • Total AUM: ₹1,99,512 Cr • Rank #11
Established in 2000 Bandhan Mutual Fund offers mutual fund solutions across equity, debt, and hybrid categories. It has an on-the-ground presence in over 100 cities, and caters to investors in nearly 800 locations across the country, serving over 3.5 million folios representing institutions, corporates, family offices, and individual clients.  It offers investment solutions aligned with well-defined objectives and focused on creating long-term value through disciplined wealth management.

Fund Managers

Gautam Kaul

Experience: 4.91 yrs • Total AUM: 7,97,759 Cr

Brijesh Shah

Experience: 7.75 yrs • Total AUM: 17,91,249 Cr

Viraj Kulkarni

Experience: 4.33 yrs • Total AUM: 74,379 Cr

Vishal Biraia

Experience: 2.77 yrs • Total AUM: 28,829 Cr

Ritika Behera

Experience: 3.06 yrs • Total AUM: 6,58,827 Cr

Gaurav Satra

Experience: 2.40 yrs • Total AUM: 6,58,827 Cr

Risk

Category risk
Moderately high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
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