Bandhan Mutual Fund announced the launch of the Bandhan Retirement Fund, aiming to provide long-term capital appreciation through a mix of equity, debt, and other instruments to help investors achieve their retirement goals. The fund’s dynamic asset allocation strategy allows investors to capitalize on the equity market’s potential upside while mitigating potential downsides during market downturns. The New Fund Offer will open on Thursday, September 28, 2023, and close on Thursday, October 12, 2023. Investment in Bandhan Retirement Fund can be made through licensed mutual fund distributors and online platforms, as well as directly onhttps://bandhanmutual.com/nfo/bandhan-retirement-fund/
The Bandhan Retirement Fund has a five-year lock-in period to discourage investors’ emotions and encourage long-term investment. Its equity investment framework focuses on quality companies with long-term growth and justified valuations. A minimum equity holding requirement of 65% is maintained through hedged equity allocation.
The debt portfolio is diversified across quality instruments. Highlighting why retirement planning is a critical goal, Mr. Vishal Kapoor, CEO, Bandhan AMC Limited (Bandhan AMC) said, “Investors looking for a retirement product that combines the benefits of diversification, tax efficiency, and the potential to beat inflation over the long term could consider investing in Bandhan Retirement Fund.”
