Should I invest in BHARAT Bond ETF April 2025?

We don't give personal investment advice. BHARAT Bond ETF April 2025 is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding.

BHARAT Bond ETF April 2025

Latest NAV

₹1,292.6108

As of

15 Apr 2025

1,146 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.00%	+0.27%	-0.27	162 / 280	Q3
1W	+0.11%	-0.11%	+0.22	104 / 280	Q2
2W	+0.27%	-0.16%	+0.43	115 / 280	Q2
1M	+0.56%	-0.09%	+0.66	163 / 280	Q3
3M	+1.84%	+0.82%	+1.02	124 / 272	Q2
6M	+3.67%	-1.65%	+5.31	72 / 261	Q2
YTD	+2.08%	-1.34%	+3.43	87 / 258	Q2
1Y	+7.56%	+7.47%	+0.09	51 / 231	Q1
2Y	+7.43%	+4.66%	+2.77	35 / 185	Q1
3Y	+6.35%	+12.66%	-6.31	132 / 149	Q4
4Y	+5.93%	+14.72%	-8.79	114 / 126	Q4
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+5.58%	+10.92%	-5.34	203 / 280	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2025 YTD	+2.08%	+16.95%	-14.87	151 / 192
2024	+7.74%	+15.68%	-7.95	133 / 155
2023	+7.21%	+24.57%	-17.35	120 / 133
2022	+2.13%	+3.53%	-1.39	63 / 104
2021	+4.47%	+23.86%	-19.39	72 / 80
2020	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+5.58%

46 windows

min 1.0% · max 7.9%

100% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+5.27%

22 windows

min 4.5% · max 6.3%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

1.50%

3-year · annualised

Sharpe ratio

-0.19

vs risk-free 6.5%

Sortino ratio

-0.35

Downside-only deviation

Max drawdown

-1.95%

May 2022 → Jun 2022

% positive months

91.7%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in ETF

Scheme	Fund house	NAV	As of
HDFC NIFTY PSU BANK ETF	HDFC	₹84.8548	17 Jul 2026
Nippon India ETF Nifty 1D Rate Liquid BeES - DAILY IDCW Option	Nippon India	₹1,000.0000	19 Jul 2026
SBI NIFTY 1D Rate Liquid ETF - IDCW	SBI	₹1,000.0000	19 Jul 2026
ICICI Prudential BSE Liquid Rate ETF - IDCW	ICICI Prudential	₹1,000.0000	19 Jul 2026
Invesco India Nifty 50 Exchange Traded Fund	Invesco	₹2,787.8582	17 Jul 2026
BANDHAN BSE Sensex ETF	Bandhan	₹849.4533	17 Jul 2026
Aditya Birla Sun Life CRISIL Liquid Overnight ETF - IDCW Daily Reinvestment with Weekly Payout	Aditya Birla Sun Life	₹1,000.0000	19 Jul 2026
Motilal Oswal BSE Enhanced Value ETF	Motilal Oswal	₹113.9040	17 Jul 2026
Mirae Asset Nifty 1D Rate Liquid ETF-IDCW	Mirae Asset	₹1,000.0000	19 Jul 2026
Kotak Nifty 1D Rate Liquid ETF	Kotak	₹1,114.1472	19 Jul 2026

Recent NAVs

Date	NAV
15 Apr 2025	₹1,292.6108
11 Apr 2025	₹1,291.8033
9 Apr 2025	₹1,291.3741
8 Apr 2025	₹1,291.1468
7 Apr 2025	₹1,290.9266
4 Apr 2025	₹1,290.2787
3 Apr 2025	₹1,290.0595
2 Apr 2025	₹1,289.7352
31 Mar 2025	₹1,289.1597
28 Mar 2025	₹1,288.4343

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 15 Apr 2025, the NAV of BHARAT Bond ETF April 2025 is ₹1,292.6108. It's a ETF from the fund house, run as a Unknown plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

BHARAT Bond ETF April 2025 has NAV history starting from 27 Jul 2020, a track record of about 5 years 11 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

BHARAT Bond ETF April 2025 is managed by the fund house. It's classified by AMFI under the 'ETF' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, BHARAT Bond ETF April 2025 has delivered a absolute return of 7.56% — +0.09 pp ahead of the ETF category average of 7.47%. The fund ranks #51 of 231 in its category — the top (Q1) quartile.

Over the trailing 3-year window, BHARAT Bond ETF April 2025 has delivered a CAGR of 6.35% — -6.31 pp behind the ETF category average of 12.66%. The fund ranks #132 of 149 in its category — the bottom (Q4) quartile.

BHARAT Bond ETF April 2025 doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in BHARAT Bond ETF April 2025 exactly 3 years ago would be worth approximately ₹120,274 today — a multiplier of 1.20×, based on the 3-year CAGR of 6.35%. The category average over the same window would have grown ₹1 lakh to ₹142,982.

A ₹10,000 monthly SIP in BHARAT Bond ETF April 2025 over the last 3 years — total invested ₹360,000 — would be worth ₹402,474 today. That's an XIRR (money-weighted annualised return) of 7.37%.

BHARAT Bond ETF April 2025 doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹402,474 — XIRR 7.37%.

On a 3-year basis, BHARAT Bond ETF April 2025 ranks #132 out of 149 funds in the ETF category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 12.66%; this fund delivered 6.35%.

The worst peak-to-trough decline BHARAT Bond ETF April 2025 has experienced over the last 3-year window is 1.95% — its NAV fell from a high on 02 May 2022 to a low on 15 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, BHARAT Bond ETF April 2025 averaged 5.27% (best 6.35%, worst 4.53%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is -0.19 — negative risk-adjusted performance.

In calendar year 2024, BHARAT Bond ETF April 2025 returned 7.74% — lagging the ETF category average of 15.68% by 7.95 pp. It ranked #133 of 155 in its category that year.

BHARAT Bond ETF April 2025 doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. BHARAT Bond ETF April 2025 is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.