Bharat Bond ETF FoF - April 2033 - Direct Plan - IDCW
Expense Ratio: 0.09
Risk: Moderate
Other Scheme - FoF Domestic
Plan: Direct
Benchmark: NIFTY BHARAT BOND INDEX - April 2033
Inception: 02-12-2022
Exit Load: Nil
Fund Size:₹2,224.04 Cr
Performance
1Y
Fund1.12%
Cat. Avg.34.19%
2Y
Fund6.42%
Cat. Avg.21.48%
3Y
Fund6.54%
Cat. Avg.21.39%
5Y
FundN/A
Cat. Avg.14.18%
10Y
FundN/A
Cat. Avg.12.39%
SI
Fund7.11%
Cat. Avg.18.37%
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 | 09 Jun, 25 | 60000 | 60247 | +0.4% | +0.8% |
| 2Y | 07 Jun, 24 | 1.20 L. | 1.25 L. | +4.3% | +4.2% |
| 3Y | 07 Jun, 23 | 1.80 L. | 1.96 L. | +8.9% | +5.7% |
| SI | 09 Jan, 23 | 2.05 L. | 2.27 L. | +10.9% | +6.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 29 May, 25 | 1 L. | 1.01 L. | +1.1% | +1.1% |
| 2Y | 29 May, 24 | 1 L. | 1.13 L. | +13.3% | +6.4% |
| 3Y | 29 May, 23 | 1 L. | 1.21 L. | +20.9% | +6.5% |
| SI | 16 Dec, 22 | 1 L. | 1.27 L. | +26.8% | +7.1% |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
%
%
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 Gained
₹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.