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  • BHARAT Bond ETF FOF April 2033 (Growth)
Edelweiss Mutual Funds

BHARAT Bond ETF FOF April 2033 (Growth)

DebtTarget Maturity

11.0974

NAV (Apr 23)

7.8%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Internal View on Credit Quality

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

11.0974

NAV (Apr 23)

Fund Returns

Last 1Y
7.7%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
7.8%
6 Month CAGR
5.1%

Scheme Information

Investment Objective

BHARAT Bond ETF FOF - April 2033 is a fund of funds scheme with the primary objective to generate returns by investing in units of BHARAT Bond ETF – April 2033. However,there is no assurance that the investment objective of the Scheme will be realized.

Expense Ratio
0.06
Launched (2y ago)
Dec 16, 2022
AUM in Crores
2109.689
ISIN
INF754K01QY8
Lock-in
No Lock-in
Benchmark
Nifty BHARAT Bond April 2033
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
7.36
Fund Managers

Rahul Dedhia

Fund Manager

Dhawal Dalal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
BHARAT Bond ETF FOF April 2033 (Growth)70%8,82,909 1,50,2977.7%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-04-23

Top Debt Holdings

bharat bond etf - april 2033

99.6%
99.6%

clearing corporation of india ltd.

0.4%
0.4%

net receivables/(payables)

0%
0%

accrued interest

0%
0%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60 40 fund (G)
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60 40 fund (G)

₹ 10,293 cr

₹ 4,923 cr

₹ 35,428 cr

₹ 13,848 cr

₹ 13,895 cr

amc-img

About the AMC

Edelweiss Asset Management Limited

Edelweiss Asset Management Limited manages assets worth 92,811 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 57 equity,129 debt and 18 hybrid funds.amc-img
phone-img022-40933400
Fund NameScripbox Opinion
Till Date CAGR

5.6%

5.2%

5.7%

7.2%

-

5.4%

5.7%

7.2%

5.6%

5.2%

BHARAT Bond ETF FOF April 2033 (G) Review

BHARAT Bond ETF FOF April 2033 (G) is a Target Maturity Debt fund and has delivered an annualised return of 7.8% over a period of 1 years. The fund is managed by Edelweiss Asset Management Limited. The fund managers are Dhawal Dalal, Rahul Dedhia.

Nav of BHARAT Bond ETF FOF April 2033 (G) as of 4/23/2024 is ₹11.10 with the total AUM as of 4/24/2024 is ₹2109.689. With Scripbox you can compare and check the latest nav for all mutual funds in India. BHARAT Bond ETF FOF April 2033 (G) was launched on Dec 16, 2022. The category risk of the fund is Moderate Risk.

The minimum SIP amount for BHARAT Bond ETF FOF April 2033 (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

BHARAT Bond ETF FOF April 2033 (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to Nifty BHARAT Bond April 2033.

BHARAT Bond ETF FOF April 2033 (G) is rated as a 0 fund in Debt and delivered 7.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with BHARAT Bond ETF FOF April 2033 (G).

Frequently Asked Questions

What is BHARAT Bond ETF FOF April 2033 (G)?

BHARAT Bond ETF FOF April 2033 (G) is a Target Maturity Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in BHARAT Bond ETF FOF April 2033 (G)?

You can invest in BHARAT Bond ETF FOF April 2033 (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of BHARAT Bond ETF FOF April 2033 (G)?

The minimum sip amount for BHARAT Bond ETF FOF April 2033 (G) is ₹1000. You can invest in multiples of ₹5000.

Is BHARAT Bond ETF FOF April 2033 (G) good to invest in?

As per Scripbox experts, BHARAT Bond ETF FOF April 2033 (G) is a Not Reviewed Yet fund. You can investBHARAT Bond ETF FOF April 2033 (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the BHARAT Bond ETF FOF April 2033 (G)?

The expense ratio of the BHARAT Bond ETF FOF April 2033 (G) is 0.06% for regular plan.