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Bharat Bond FOF - April 2030 - Direct Plan - Growth Option

— · Fund of Funds
Moderate
₹15.93
Current NAV
25 Jun 2026
21.7%
1Y Return
21.7%
3Y CAGR
11.7%
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 0.77%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.77).
  • Very large asset base (AUM: ₹10,820 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
1.77
Sharpe Ratio
0.77
Beta
-0.23
Alpha
2.07
Sortino
Fund Details
Category Fund of Funds
AUM ₹10820 Cr
Expense Ratio 0.77%
Min SIP ₹500
Min Lumpsum ₹1000
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