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BHARAT Bond ETF - April 2033

— · Equity Fund
High
₹1283.70
Current NAV
27 Oct 2026
1.4%
1Y Return
6.8%
3Y CAGR
13.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 2.10).
  • Very large asset base (AUM: ₹22,150 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Equity Fund mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.3%) which can affect compounding over long horizons.
  • Lower risk-adjusted performance compared to top peers in the same category.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.60
Sharpe Ratio
1.10
Beta
2.10
Alpha
0.72
Sortino
Fund Details
Category Equity Fund
AUM ₹22150 Cr
Expense Ratio 2.30%
Min SIP ₹500
Min Lumpsum ₹1000
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