BHARAT Bond ETF - April 2033 · Regular · Growth
NAV
₹1315.7964
as of 03 Aug 2026
Expense Ratio
—
see scheme documents
AUM
₹6,188 Cr
Lumpsum returns (CAGR)
- 1Y
- +5.10%
- 3Y
- +7.92%
- 5Y
- —
- Since Inception
- +7.82%
SIP returns (XIRR)
- 1Y
- +6.74%
- 3Y
- +7.41%
- 5Y
- —
- Since Inception
- +7.58%
What history actually did — last 3 years (Aug 2023 – Jul 2026)
A ₹5,000 monthly SIP for the last 3 years (Aug 2023 – Jul 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹1,94,699 today — ₹1,75,000 invested, 7.4% XIRR.
₹1,75,000
Invested
₹1,94,699
Value today
7.4%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 3 years (Aug 2023 – Jul 2026)
Real NAV backtest
₹1,00,000 invested 3 years ago would be ₹1,25,625 today (7.9% CAGR).
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 3 years (Aug 2023 – Jul 2026) (3 Jun 2024) would be ₹1,17,360 today (1.17×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised0.32
Sharpe Ratio
—
Alpha
—
Beta
0.34
Sortino
2.03%
Std Dev
-1.43%
Max Drawdown
Portfolio Strategy
This is an Exchange Traded Fund (ETF) listed on Indian stock exchanges. It passively tracks an index or commodity.
Performance Comparison
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Fund Details
Available transactions
Investment Objective
BHARAT Bond ETF - April 2033 · 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 2033 · Regular · Growth is a ETF mutual fund offered by Edelweiss Mutual Fund. The fund has been operational for over 3 years. It manages assets worth ₹6,188 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Nifty BHARAT Bond Index - April 2033.
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