Bharat Bond ETF FoF - April 2033 - Regular Plan - Growth
Expense Ratio: 0.09
Risk: Moderate
Other Scheme - FoF Domestic
Plan: Regular
Benchmark: NIFTY BHARAT BOND INDEX - April 2033
Inception: 02-12-2022
Exit Load: Nil
Fund Size:₹2,224.04 Cr
Performance
1Y
Fund2.57%
Cat. Avg.6.57%
2Y
Fund5.38%
Cat. Avg.15.12%
3Y
Fund7.01%
Cat. Avg.18.42%
5Y
FundN/A
Cat. Avg.12.05%
10Y
FundN/A
Cat. Avg.10.99%
SI
Fund7.00%
Cat. Avg.11.44%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 60558 | +0.9% | +1.9% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.24 L. | +3.7% | +3.7% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.95 L. | +8.1% | +5.3% |
| SI | 09 Jan, 23 | 2.30 L. | 2.57 L. | +11.8% | +5.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.03 L. | +2.6% | +2.6% |
| 2Y | 16 Oct, 24 | 1 L. | 1.11 L. | +11.0% | +5.4% |
| 3Y | 16 Oct, 23 | 1 L. | 1.23 L. | +22.5% | +7.0% |
| SI | 16 Dec, 22 | 1 L. | 1.30 L. | +29.6% | +7.0% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Beat inflation and compound wealth faster with an annual step-up.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.