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BHARAT Bond ETF FOF - April 2033 - Regular Plan - Growth

— · Fund of Funds
Moderate
₹13.06
Current NAV
25 Jun 2026
14.6%
1Y Return
16.6%
3Y CAGR
15.6%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.26).
  • Well-diversified portfolio aligned with the Fund of Funds mandate.
Cons / Risks
  • Higher expense ratio (2.06%) which can affect compounding over long horizons.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.26
Sharpe Ratio
0.86
Beta
0.26
Alpha
1.59
Sortino
Fund Details
Category Fund of Funds
AUM ₹2310 Cr
Expense Ratio 2.06%
Min SIP ₹500
Min Lumpsum ₹1000
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