Home Funds BHARAT Bond FOF- April 2025- Regular Plan- Growth

BHARAT Bond FOF- April 2025- Regular Plan- Growth Option

— · Fund of Funds
Moderate
₹12.89
Current NAV
16 Apr 2025
11.4%
1Y Return
15.4%
3Y CAGR
12.4%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Fund of Funds mandate.
Cons / Risks
  • Higher expense ratio (1.94%) 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
1.14
Sharpe Ratio
0.74
Beta
-1.86
Alpha
1.30
Sortino
Fund Details
Category Fund of Funds
AUM ₹7690 Cr
Expense Ratio 1.94%
Min SIP ₹500
Min Lumpsum ₹1000
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