
Bandhan Retirement Fund(G)-Direct Plan
+10.43%
3Y annualised
+10.43%
3Y annualised
-0.65% 1D
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NAV : 13 Nov 2026
₹13.59
Min. SIP amount
₹100
Fund size (AUM)
175 Cr
Expense ratio
0.7%
Launched on
18 Oct 2023
Lock-in period
5Y
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 13 Nov 2026
₹13.59
Min. SIP amount
₹100
Fund size (AUM)
175 Cr
Expense ratio
0.7%
Launched on
18 Oct 2023
Lock-in period
5Y
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
70.26%
Mid Cap
6.10%
Small Cap
1.71%
Others
21.93%
Sector Allocation
Government Securities
21.39%
Bank
20.47%
Crude Oil
8.35%
It
7.63%
Fmcg
5.19%
Automobile & Ancillaries
5.19%
Insurance
5.04%
Finance
4.43%
Others
21.59%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
No exit load
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Vishal Biraia
Present
Viraj Kulkarni
Present
Gautam Kaul
Present
Similar/Peer Fund Comparison
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SBI Retirement Benefit Fund-Aggressive Hybrid Plan(G)-Direct Plan
Tata Retirement Sav Fund - Cons Plan(G)-Direct Plan
FAQs
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