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Bandhan Retirement Fund
Fund Overview
| Expense ratio | 0.7% as on Aug 31, 2025 |
| Exit load | 0% |
| AUM (Fund size) | ₹181 Cr |
| Lock-in Period | 5 Years |
| Age | 2 yrs since Sep 28, 2023 |
| Benchmark | CRISIL Hybrid 50+50 Moderate Index |
| Min. investment | SIP: ₹500 & Lumpsum: ₹1000 |
| Risk | Very High |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| Bandhan Retirement Fund | 1.18% | 6.31% | 1.09% | N.A. | N.A. | N.A. |
| UTI Retirement Fund | 0.85% | 3.81% | 1.34% | 13.17% | 14.31% | 10.12% |
| HDFC Retirement Savings Fund - Hybrid Equity Plan | 0.96% | 5.88% | -1.06% | 16.93% | 19.02% | 15.87% |
| HDFC Retirement Savings Fund - Hybrid Debt Plan | 0.81% | 3.62% | 3.65% | 10.31% | 9.91% | 9.31% |
| ICICI Prudential Retirement Fund - Hybrid Conservative Plan | 1.23% | 6.18% | 6.03% | 12.06% | 10.46% | 6.62% |
| ICICI Prudential Retirement Fund - Hybrid Aggressive Plan | 2.11% | 12.22% | 2.15% | 22.08% | 22.38% | 11.05% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| Bandhan Retirement Fund | N.A. | N.A. | N.A. | N.A. |
| UTI Retirement Fund | 5.81 | 0.62 | 0.92 | 1.58 |
| HDFC Retirement Savings Fund - Hybrid Equity Plan | 8.80 | 0.77 | 0.96 | 1.58 |
| HDFC Retirement Savings Fund - Hybrid Debt Plan | 3.60 | 0.88 | 0.83 | 1.47 |
| ICICI Prudential Retirement Fund - Hybrid Conservative Plan | 4.29 | 1.01 | 1.05 | 1.63 |
| ICICI Prudential Retirement Fund - Hybrid Aggressive Plan | 12.70 | 1.09 | 1.02 | 1.63 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| Bandhan Retirement Fund | 181 Cr | 2 yrs | 0.7% |
| UTI Retirement Fund | 4,632 Cr | 12 yrs 8 m | 1.09% |
| HDFC Retirement Savings Fund - Hybrid Equity Plan | 1,660 Cr | 9 yrs 7 m | 0.94% |
| HDFC Retirement Savings Fund - Hybrid Debt Plan | 160 Cr | 9 yrs 7 m | 1.06% |
| ICICI Prudential Retirement Fund - Hybrid Conservative Plan | 82 Cr | 6 yrs 7 m | 0.94% |
| ICICI Prudential Retirement Fund - Hybrid Aggressive Plan | 916 Cr | 6 yrs 7 m | 0.77% |