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ETF📊 NIFTY BHARAT Bond Index - April 2031

BHARAT Bond ETF - April 2031 · Regular · Growth

Edelweiss Mutual Fund

#86 of 232 (1Y)

NAV

₹1426.7792

as of 17 Jun 2026

Expense Ratio

see scheme documents

AUM

₹13,297 Cr

Viewing Regular · Growth

Lumpsum returns (CAGR)

1Y
+4.75%
3Y
+7.57%
5Y
+6.53%
Since Inception
+6.22%

SIP returns (XIRR)

1Y
+5.58%
3Y
+7.37%
5Y
+7.29%
Since Inception
+7.05%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹35,500

Invested

₹43,595

Value today

7.0%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹1,421

Value today

6.2%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹3,55,000

Withdrawn

₹9,85,383

Corpus left

+₹3,40,383 net gain — withdrew ₹3,55,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹8,54,516

Value today

+0.2%

vs lumpsum

STP beat direct lumpsum by 0.2% — reduced timing risk paid off

Model your own STP with real NAV

₹1 lakh on the worst crash day — 03 Jun 2024

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹1,15,981

Value today

1.2×

Multiple

Staying invested through that crash turned ₹1L into ₹1,15,981 — a 1.2× return

Read: Staying invested through crashes

Risk Metrics

Trailing 1 year, annualised

0.42

Sharpe Ratio

Alpha

Beta

0.46

Sortino

1.90%

Std Dev

-1.15%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseEdelweiss Mutual Fund
CategoryETF
BenchmarkNIFTY BHARAT Bond Index - April 2031
Launch Date27 Jul 2020
AMFI Code148445
Transaction facts
Exit LoadNA

Investment Objective

BHARAT Bond ETF - April 2031 · Regular · Growth is an exchange-traded fund (ETF) that trades on stock exchanges like a regular share. It offers real-time pricing, low expense ratios, and the flexibility to buy and sell units throughout the trading day.

About This Fund

BHARAT Bond ETF - April 2031 · Regular · Growth is a ETF mutual fund offered by Edelweiss Mutual Fund. The fund has been operational for over 5 years. It manages assets worth ₹13,297 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY BHARAT Bond Index - April 2031.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Cost-conscious investors who prefer passive investing with low expense ratios
  • SIP investors who can benefit from rupee cost averaging during market fluctuations