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

— · Fund of Funds
Moderate
₹14.09
Current NAV
26 Oct 2026
1.4%
1Y Return
6.8%
3Y CAGR
5.9%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.72).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.72).
  • Very large asset base (AUM: ₹13,770 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (2.12%) which can affect compounding over long horizons.
  • 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
1.72
Sharpe Ratio
1.32
Beta
2.72
Alpha
1.93
Sortino
Fund Details
Category Fund of Funds
AUM ₹13770 Cr
Expense Ratio 2.12%
Min SIP ₹500
Min Lumpsum ₹1000
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