Bandhan Life Pension Enhanced Equity
Returns (as on 31 Oct 2025)
Return Calculator
About Bandhan Life Pension Enhanced Equity
Bandhan Life Pension Enhanced Equity is a Balanced Fund launched on 01-01-1900, designed to offer long-term capital growth by investing in a mix of high-quality assets. The fund currently manages an AUM of over ₹17 Cr, with a Net Asset Value (NAV) of ₹120.94 (as of 31 Oct 2025).
Over time, Bandhan Life Pension Enhanced Equity has shown stable growth with 10.36% return in the last 1 year, 17.77 % CAGR over 3 years, 20.6 % CAGR over 5 years. For longer horizons, it has delivered 16.56 % CAGR over 7 years, 13.3 % CAGR over 10 years, Return Since Inception (RSI) of 16%, highlighting its consistent performance track record.
Highlights of Bandhan Life Pension Enhanced Equity
- It is benchmarked against the NIFTY 50 TRI, which delivered 18.58% in the same period.
- The fund maintains a strong allocation with Equity holding: 98.27%, ideal for long-term growth.
- Major sector exposure includes Financial holding: 24.69%, Energy holding: 12.82%, Technology holding: 9.25%, offering Conservative diversification.
- Bandhan Life Pension Enhanced Equity has delivered 10.36% returns in the past 1 year, with a 3-year CAGR of 17.77% and a 5-year CAGR of 20.6%.
- It offers solid long-term growth with 16.56% returns over 7 years and 13.3% returns over 10 years.
- Since its launch on 01-01-1900, Bandhan Life Pension Enhanced Equity has achieved a Return Since Inception (RSI) of 16%.
- Short-term performance remains steady, with 5.64% in 3 months, 11.07% in 6 months, and Year-to-Date (YTD) return of 11.34%.
- Managed by Bandhan Life, Bandhan Life Pension Enhanced Equity is designed for investors seeking Conservative returns with moderate risk exposure.
More Funds from Bandhan Life
| Fund name | AUM |
1Y |
|
| Bandhan Life Accelerator Fund |
₹232 Cr | 9.38% | Get Details |
| Bandhan Life Blue Chip Equity Fund |
₹189 Cr | 2.16% | Get Details |
| Aegon Enhanced Equity | ₹117 Cr | 9.48% | Get Details |
| Bandhan Life Debt Fund |
₹91 Cr | 7.12% | Get Details |
| Bandhan Life Secure Fund |
₹44 Cr | 7.37% | Get Details |
| Bandhan Life Pension Enhanced Equity |
₹17 Cr | 10.36% | Get Details |
| Aegon Balanced | ₹12 Cr | 3.8% | Get Details |
Top 10 Balanced Fund
| Fund name |
Returns
|
||||||||
| Future Generali Future Midcap Fund | 10.88% | 23.51% | 28.41% | Get Details | |||||
| IDBI Federal Midcap | 21.27% | 27.03% | 14.51% | Get Details | |||||
| Aegon Life Group Equity Fund | 11.58% | 18.86% | 23.07% | Get Details | |||||
| Future Generali Future Apex Fund | 8.65% | 15.22% | 20.91% | 13.77% | Get Details | ||||
| Bandhan Life Pension Enhanced Equity | 11.34% | 17.77% | 20.6% | 13.3% | Get Details | ||||
| Reliance Life Pure Equity Fund 2 | 7.75% | 16.51% | 20.44% | 13.11% | Get Details | ||||
| Future Generali Future Opportunity Fund | 8.69% | 14.85% | 20.35% | 12.84% | Get Details | ||||
| Tata AIA Life Whole Life Aggressive Growth Fund | 8.93% | 19.61% | 19.83% | 15.44% | Get Details | ||||
| PNB MetLife India Multiplier | 7.96% | 13.94% | 19.26% | 12.18% | Get Details | ||||
| PNB MetLife Balanced Opportunities Fund | 3.19% | 17.07% | 18.99% | Get Details | |||||
Oversees a broad portfolio of equity, debt and balanced funds, demonstrating expertise across diverse investment strategies
Peer Comparison
- Overview
- Returns
| Fund name | AUM |
1Y |
|
| SBI Life Equity Fund | ₹78,369 Cr | 2.52% | Get Details |
| ICICI Prudential Life Maximiser Fund V | ₹49,957 Cr | 8.06% | Get Details |
| SBI Life Midcap Fund | ₹44,263 Cr | 4.04% | Get Details |
| HDFC Life Opportunities Fund | ₹35,507 Cr | 3.5% | Get Details |
| SBI Life Bond Pension II | ₹29,559 Cr | 6.07% | Get Details |
| SBI Life Balanced Fund | ₹22,111 Cr | 6.15% | Get Details |
| SBI Life Bond Fund | ₹18,605 Cr | 6.88% | Get Details |
| ICICI Prudential Life Multi Cap Growth Fund | ₹18,427 Cr | 6.45% | Get Details |
| Kotak Mahindra OM Life Classic Opportunities Fund | ₹13,497 Cr | 4.1% | Get Details |
| Axis Max Life Growth Super Fund | ₹12,581 Cr | 5.23% | Get Details |
| Fund name |
Returns
|
||||||||
| SBI Life Equity Fund | 3.91% | 13.35% | 17.12% | 12.01% | Get Details | ||||
| ICICI Prudential Life Maximiser Fund V | 10.47% | 14.67% | 19.08% | 11.78% | Get Details | ||||
| SBI Life Midcap Fund | 3.06% | 22.01% | 25.81% | Get Details | |||||
| HDFC Life Opportunities Fund | 2.11% | 18.64% | 21.9% | 14.7% | Get Details | ||||
| SBI Life Bond Pension II | 5.33% | 7.42% | 5.2% | 6.56% | Get Details | ||||
| SBI Life Balanced Fund | 6.94% | 10.24% | 11.24% | 10% | Get Details | ||||
| SBI Life Bond Fund | 6.07% | 7.66% | 5.45% | 6.93% | Get Details | ||||
| ICICI Prudential Life Multi Cap Growth Fund | 6.87% | 16.13% | 19.01% | 11.75% | Get Details | ||||
| Kotak Mahindra OM Life Classic Opportunities Fund | 4.01% | 15.31% | 19.14% | 13.47% | Get Details | ||||
| Axis Max Life Growth Super Fund | 5.87% | 14.06% | 17.79% | 13.18% | Get Details | ||||
Top ULIP Funds
| Fund name |
Returns
|
||||||||
| Aviva Pension PSU Fund | 10.93% | 31.04% | 38.47% | 16.18% | Get Details | ||||
| Aviva PSU | 11.13% | 30.47% | 38.07% | 15.88% | Get Details | ||||
| PNB MetLife Mid Cap Fund | 16.43% | 34.5% | Get Details | ||||||
| PNB MetLife Pension Mid Cap Fund | 25.1% | 31.41% | 18.41% | Get Details | |||||
| Axis Max Life High Growth Fund | 0.71% | 26.83% | 29.3% | 17.8% | Get Details | ||||
| Canara HSBC Life Emerging Leaders Equity Fund | 3.64% | 23.6% | 28.73% | Get Details | |||||
| Future Generali Future Midcap Fund | 10.88% | 23.51% | 28.41% | Get Details | |||||
Latest ULIP Funds
| Fund name | Current NAV | Launch Date | 5Yr Returns | Benchmark 5Yr Returns | |
| ICICI Prudential Life Pension India Consumption Fund | 10.48 Cr | 01-08-2025 | 20.5% | 21.19 % | Get Details |
- One Time
- Monthly
- Yearly
*The Returns in ULIP plans are subject to market risk and are not guaranteed. The investment risk in the policy is borne by the policyholder. The actual returns can vary depending on the performance of the chosen fund, charges towards mortality, allocation, policy admin, cost of riders, etc. The 4% and 8% illustration is neither the minimum or maximum limit that you may get as a policyholder.
*The maturity amount of Rs 1 Cr. is for a 30 year old healthy individual investing Rs 10,000/- per month for 30 years, with assumed rates of returns @ 8% p.a. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of factors including future investment performance. The investment risk in the portfolio is borne by the policyholder. Life insurance is available in this product. For more details on risk factors, terms and conditions, please read the sales brochure carefully before concluding a sale.
*The maturity amount of Rs 50 Lakhs. is for a 30 year old healthy individual investing Rs 10,000/- per month for 30 years, with assumed rates of returns @ 4% p.a. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of factors including future investment performance. The investment risk in the portfolio is borne by the policyholder. Life insurance is available in this product.
˜The insurers/plans mentioned are arranged in order of highest to lowest first year premium (sum of individual single premium and individual non-single premium) offered by Policybazaar’s insurer partners offering life insurance investment plans on our platform, as per ‘first year premium of life insurers as at 31.03.2025 report’ published by IRDAI. Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. For complete list of insurers in India refer to the IRDAI website www.irdai.gov.in
^Returns as on 10th Jan'25. 18% returns for Tata AIA Life Top 200 for the last 10 years.The past performance is not necessarily indicative of future performance. Source: Morningstar
++Source -: Google Review Rating available on: http://bit.ly/3J20bXZ
All Data Source: Value Research
TERMS AND CONDITIONS APPLY.For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.
Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved


