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BHARAT Bond FOF - April 2031 - Direct Plan - IDCW Option

— · Fund of Funds
Moderate
₹14.27
Current NAV
25 Jun 2026
22.7%
1Y Return
9.7%
3Y CAGR
12.7%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.17%.
  • Very large asset base (AUM: ₹21,620 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.57
Sharpe Ratio
0.47
Beta
-2.93
Alpha
0.67
Sortino
Fund Details
Category Fund of Funds
AUM ₹21620 Cr
Expense Ratio 0.17%
Min SIP ₹500
Min Lumpsum ₹1000
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