Bandhan Retirement Fund - Growth - Regular Plan

Other Plans and Options
  • 0.59 %Nav, as on 18-03-2026

  • Previous Nav

  • Net Change on 18-03-2026

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund 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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
CRISIL Hybrid 50+50 - Moderate Index N/A N/A N/A N/A N/A N/A
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
HDFC Retirement Savings Fund - Equity Plan - Growth Option Feb 25, 2016 4.36 14.80 16.10 1.76 6,987.38
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Option Feb 11, 2015 6.00 16.30 13.18 1.94 3,133.09
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth Feb 10, 2021 3.35 11.08 13.32 1.92 3,077.97
Tata Retirement Savings Fund Moderate -Regular Plan (Growth) Nov 04, 2011 6.20 13.42 10.01 2.04 2,068.92
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth Nov 04, 2011 6.18 14.36 10.20 2.03 2,013.58

Fund Holdings as on 28-February-2026

  • 7.3% GOI (MD 19/06/2053)

  • ICICI Bank Limited

  • Bharti Airtel Limited

  • Reliance Industries Limited

  • Larsen & Toubro Limited

  • Kotak Mahindra Bank Limited

  • HDFC Bank Limited

  • Titan Company Limited

  • Triparty Repo TRP_020326_VAL

  • Tata Consultancy Services Limited

  • State Bank of India

  • Hitachi Energy India Limited

  • Jindal Steel Limited

  • Maruti Suzuki India Limited

  • Infosys Limited

  • HCL Technologies Limited

  • Max Financial Services Limited

  • Hindalco Industries Limited

  • Axis Bank Limited

  • Info Edge (India) Limited

  • Hero MotoCorp Limited

  • Cash Margin - Derivatives

  • Bajaj Finance Limited

  • Cholamandalam Investment and Finance Company Ltd

  • NHPC Limited

  • Bajaj Finserv Limited

  • Coal India Limited

  • Berger Paints (I) Limited

  • Vishnu Chemicals Limited

  • Cipla Limited

  • Eternal Limited

  • Lupin Limited

  • HDFC Life Insurance Company Limited

  • United Spirits Limited

  • Star Health And Allied Insurance Company Limited

  • CG Power and Industrial Solutions Limited

  • Jindal Stainless Limited

  • Dabur India Limited

  • Colgate Palmolive (India) Limited

  • Adani Ports and Special Economic Zone Limited

  • Tata Motors Ltd

  • Mahindra & Mahindra Financial Services Limited

  • Exide Industries Limited

  • InterGlobe Aviation Limited

  • Emami Limited

  • Varun Beverages Limited

  • Sonata Software Limited

  • ITC Limited

  • Tata Motors Passenger Vehicles Limited

  • Dhanuka Agritech Limited

  • UNO Minda Limited

  • Sobha Limited

  • Wipro Limited

  • Lodha Developers Limited

  • Mankind Pharma Limited

  • Net Receivables/Payables

  • Jubilant Ingrevia Limited

  • Neogen Chemicals Limited

  • Zee Entertainment Enterprises Limited

  • GAIL (India) Limited

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  • Miscellaneous

  • Bank - Private

  • IT - Software

  • Telecommunication - Service Provider

  • Refineries

  • Engineering - Construction

  • Diamond & Jewellery

  • Electric Equipment

  • Finance - NBFC

  • Bank - Public

  • Automobiles - Passenger Cars

  • Steel/Sponge Iron/Pig Iron

  • Pharmaceuticals & Drugs

  • Household & Personal Products

  • Finance - Others

  • Metal - Non Ferrous

  • Insurance

  • BPO/ITeS

  • Automobile Two & Three Wheelers

  • Chemicals

  • Power Generation/Distribution

  • Finance - Investment

  • Mining & Minerals

  • Paints

  • e-Commerce

  • Breweries & Distilleries

  • Construction - Real Estate

  • Steel & Iron Products

  • Port

  • Automobiles-Trucks/Lcv

  • Batteries

  • Airlines

  • Consumer Food

  • Cigarettes/Tobacco

  • Auto Ancillary

  • Pesticides & Agrochemicals

  • TV Broadcasting & Software Production

  • Gas Transmission/Marketing

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Fund Manager

  • Cash

  • Equity

  • SOVEREIGN

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About Bandhan Retirement Fund

Scheme Analysis

Bandhan Retirement Fund is a Solution Oriented - Retirement Fund - Equity fund and belongs to Bandhan Mutual Fund. It was launched on 18-Oct-2023 and currently has an AUM of ₹185.12 crore. Bandhan Retirement Fund is benchmarked against CRISIL Hybrid 50+50 - Moderate Index as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Bandhan Retirement Fund ended up ₹0.07(0.59%)yesterday to ₹12.183.

Among its top 3 holdings the fund has exposure to 7.3% GOI (MD 19/06/2053), and

The Bandhan Retirement Fund is managed by Gautam Kaul and Viraj Kulkarni.

Fund House Contact

6th Floor, One World Centre, 841, Jupiter Mills Compound, Senapati Bapat Marg, Elphinstone Road (West), Mumbai - 400 013

022-66289999
022-24215052