Home› Funds› BHARAT Bond FOF- April 2025- Direct Pan- Growth Op

BHARAT Bond FOF- April 2025- Direct Pan- Growth Option

— · Fund of Funds
Moderate
₹12.89
Current NAV
16 Apr 2025
10.5%
1Y Return
22.5%
3Y CAGR
11.5%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.85%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.85).
  • Very large asset base (AUM: ₹10,400 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
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
1.85
Sharpe Ratio
1.45
Beta
0.85
Alpha
2.31
Sortino
Fund Details
Category Fund of Funds
AUM ₹10400 Cr
Expense Ratio 0.85%
Min SIP ₹500
Min Lumpsum ₹1000
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