1M
6M
All
| NAV: 13 May 2024 | ₹11.44 |
| Min. SIP amount | ₹100 |
| Rating | NA |
| Fund size | ₹157.87Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Solution Oriented Retirement
Absolute returns
| 1M | 3M | 6M | All | |
|---|---|---|---|---|
| Fund returns | -0.2% | 2.9% | 13.8% | 14.3% |
| Category average | NA | NA | NA | NA |
| Rank with in category | NA | 27 | 27 | NA |
Understand terms
Holdings (66)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
GOI | Sovereign | GOI Sec | 19.71% |
Reliance Industries Ltd. | Energy | Equity | 6.91% |
GOI | Sovereign | GOI Sec | 6.48% |
ICICI Bank Ltd. | Financial | Equity | 4.73% |
Bharti Airtel Ltd. | Communication | Equity | 4.32% |
Larsen & Toubro Ltd. | Construction | Equity | 4.15% |
Titan Company Ltd. | Consumer Discretionary | Equity | 3.40% |
HDFC Bank Ltd. | Financial | Equity | 2.89% |
Axis Bank Ltd. | Financial | Equity | 2.28% |
HCL Technologies Ltd. | Technology | Equity | 2.08% |
See All
Pros and cons
Category: Solution Oriented Retirement
Pros
Cons
Exit load is zero
Lock-in period: 5Y
Lower expense ratio: 0.62%
Expense ratio, exit load and tax
Expense ratio: 0.62%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | ₹1,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹100 |
Fund management
Gautam KaulSep 2023 - PresentView details
Gautam Kaul
Sep 2023 - Present
View details
Education
Mr. Kaul is a B.Com (H) and MBA (Finance).
Experience
Prior to joining Bandhan Mutual Fund(formerly IDFC Mutual Fund), he has worked with Edelweiss AMC, Invesco Mutual Fund, Sahara India Asset Management Company Pvt. Ltd, IDBI AMC. and Mata Securities (India) Pvt. Ltd.
Also manages these schemes
Viraj KulkarniSep 2023 - PresentView details
Viraj Kulkarni
Sep 2023 - Present
View details
Education
Mr. Kulkarni is a B.Tech. (Electronics), CFA and also holds a PGDM (Finance).
Experience
Prior to joining Bandhan Mutual Fund (formerly IDFC Mutual Fund) he was associated with Franklin Templeton Asset Management (India) Pvt. Ltd. (May 2014-Sept. 2015) and Goldman Sachs Services India (June 2010-May 2012).
Also manages these schemes
Nishita ShahSep 2023 - PresentView details
Nishita Shah
Sep 2023 - Present
View details
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
One World Centre, 6th Floor, Tower 1C,Senapati Bapat Marg, Prabhadevi Mumbai 400013
Phone
NA
Launch Date
20 Dec 1999
E-mail
NAWebsite
bandhanmutual.com
Bandhan Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]Website
www.camsonline.comCompare funds
Bandhan Retirement Fund Direct Growth
VS
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