Compare Bandhan Retirement Fund vs JM Aggressive Hybrid Fund
Fund Details
Risk | Very High | Very High |
Rating | 0.0 | 5.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 2.35 | 2.27 |
NAV | ₹11.93 | ₹121.05 |
Fund Started | 28 Sep 2023 | 12 Dec 1994 |
Fund Size | ₹172.89 Cr | ₹678.92 Cr |
Exit Load | - | Exit load of 1%, if redeemed within 60 days. |
Returns
1 Year | 18.32% | 33.92% |
3 Year | - | 19.40% |
5 Year | - | 24.58% |
Holding Analysis
Equity | 53.55% | 71.92% |
Cash | 22.89% | 9.57% |
Top Holdings
Top 10 Holdings |
|
|
Fund Manager
Name | Vishal Biraia | Satish Ramanathan |
Start Date | 24 Jan 2024 | 01 Oct 2024 |
About Fund
Description | The Scheme seeks 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. | The scheme aims at steady current income as well as long term growth of capital from a balanced portfolio of debt and equity. |
Launch Date | 28 Sep 2023 | 12 Dec 1994 |
