Bharat Bond ETF FoF - April 2033 - Regular Plan - IDCW
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
Fund5.05%
Cat. Avg.21.20%
2Y
Fund7.81%
Cat. Avg.17.75%
3Y
Fund7.66%
Cat. Avg.18.40%
5Y
FundN/A
Cat. Avg.13.16%
10Y
FundN/A
Cat. Avg.11.26%
SI
Fund7.88%
Cat. Avg.13.59%
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 Aug, 25 | 60000 | 62005 | +3.3% | +7.0% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.28 L. | +6.7% | +6.8% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.01 L. | +11.5% | +7.4% |
| SI | 09 Jan, 23 | 2.15 L. | 2.45 L. | +14.2% | +7.6% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 17 Jul, 25 | 1 L. | 1.05 L. | +5.1% | +5.1% |
| 2Y | 18 Jul, 24 | 1 L. | 1.16 L. | +16.1% | +7.8% |
| 3Y | 17 Jul, 23 | 1 L. | 1.25 L. | +24.8% | +7.7% |
| SI | 16 Dec, 22 | 1 L. | 1.31 L. | +31.3% | +7.9% |
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.