Home› Funds› BHARAT Bond FOF - April 2025 - Regular Plan - IDCW

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

— · Fund of Funds
Moderate
₹12.89
Current NAV
16 Apr 2025
7.5%
1Y Return
6.3%
3Y CAGR
19.2%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.52).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Fund of Funds mandate.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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
1.52
Sharpe Ratio
1.42
Beta
0.02
Alpha
1.85
Sortino
Fund Details
Category Fund of Funds
AUM ₹6570 Cr
Expense Ratio 1.42%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Fund of Funds
Mirae Asset NYSE FANG + ETF Fund of Fund Direct Growth
Mirae Asset
₹51.58 43.2%
Mirae Asset S&P 500 Top 50 ETF Fund of Fund Direct Growth
Mirae Asset
₹35.04 43.0%
Mirae Asset NYSE FANG + ETF Fund of Fund Regular Growth
Mirae Asset
₹50.50 42.6%
Mirae Asset S&P 500 Top 50 ETF Fund of Fund Regular Growth
Mirae Asset
₹34.33 42.4%