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BHARAT Bond FOF - April 2030 - Regular Plan - IDCW Option

— · Fund of Funds
Moderate
₹15.93
Current NAV
25 Jun 2026
19.5%
1Y Return
14.5%
3Y CAGR
20.5%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.95%.
  • Generates significant excess returns relative to benchmark index (Alpha: 5.55).
  • Very large asset base (AUM: ₹20,100 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
1.05
Sharpe Ratio
0.95
Beta
5.55
Alpha
1.42
Sortino
Fund Details
Category Fund of Funds
AUM ₹20100 Cr
Expense Ratio 0.95%
Min SIP ₹500
Min Lumpsum ₹1000
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