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  • Edelweiss Asset Management Limited
  • BHARAT Bond FOF April 2031 fund (Growth)
BHARAT Bond FOF April 2031 fund (Growth)

BHARAT Bond FOF April 2031 fund (Growth)

OtherOther

9.9503

NAV (Mar 05)

Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

1 Years.

Relative Size

1,395 Cr.

Category View

.

Consistency Of Performance

.

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    Historical growth rate of 12% per annum
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Scheme Information

Investment Objective

BHARAT Bond FOF – April 2031 is a fund of funds scheme with the primary objective to generate returns by investing in units of BHARAT Bond ETF – April 2031.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Low Risk

0.05 %

Expense Ratio

Jul 23, 2020

Launched (1y ago)

₹ 1,395

AUM in Crores

INF754K01LL6

ISIN

No Lock-in

Lock-in

Nifty BHARAT Bond April 2031 INR

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
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Dhawal Dalal

Fund Manager

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Gautam Kaul

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 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.

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Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
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    Grow Wealth , Retirement , Kid's Education
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    One click investing tracking
comparison

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About the AMC

Edelweiss Asset Management Limited

Edelweiss Asset Management Limited manages assets worth 20,194 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 28 equity,92 debt and 24 hybrid funds.

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    022-40933400
  • mail-amc-about
    emfhelp@edelweissfin.com
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    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Category View

    Category View

    We check if the sub-category of the fund is recommended by us.

    Consistency Of Performance

    Consistency Of Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

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    Debt Funds

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    About BHARAT Bond FOF April 2031 fund (G)

    About BHARAT Bond FOF April 2031 fund (G)

    BHARAT Bond FOF April 2031 fund (G) is a Other Other fund and has delivered an annualised return of -0.5% over a period of 1 years ..The fund is managed by Edelweiss Asset Management Limited.The fund managers are Dhawal Dalal, Gautam Kaul

    BHARAT Bond FOF April 2031 fund (G) Investment Objective

    BHARAT Bond FOF – April 2031 is a fund of funds scheme with the primary objective to generate returns by investing in units of BHARAT Bond ETF – April 2031. However, there is no assurance that the objective of the scheme will be realized.

    BHARAT Bond FOF April 2031 fund (G) NAV,AUM,Risk

    The BHARAT Bond FOF April 2031 fund (G) fund was launched on Jul 23, 2020. The NAV (Net Asset Value) of this Other Other as of 2021-03-05 is ₹ 9.9503. The total AUM (Asset Under Management) of the fund as of 2021-03-05 is ₹ 1394.959. The category risk of the BHARAT Bond FOF April 2031 fund (G) fund is Low Risk. The fund charges 0.05 % as expense ratio.

    BHARAT Bond FOF April 2031 fund (G) Holdings

    The fund’s highest allocation is towards debt and has invested 96.9% in this asset class. The top three holdings of the fund are bharat bond etf april 2031 gr,clearing corporation of india ltd. and net receivables/(payables)

    BHARAT Bond FOF April 2031 fund (G) SIP

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    BHARAT Bond FOF April 2031 fund (G) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty BHARAT Bond April 2031 INR

    BHARAT Bond FOF April 2031 fund (G) Review

    BHARAT Bond FOF April 2031 fund (G) has a score of 0 on a scale of 5. The fund scores 0 out of 5 based on historical performance. As compared to the other funds in its category, BHARAT Bond FOF April 2031 fund (G) has a score of 0 out of 5. Scipbox has rated this fund 0 out of 5 based on consistency of performance over various years / tenures.

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