Should I invest in BHARAT Bond ETF- April 2031?

We don't give personal investment advice. BHARAT Bond ETF- April 2031 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. Worst 5-year drawdown: 3.8%. 5-year CAGR: 6.20%.

BHARAT Bond ETF- April 2031

Latest NAV

₹1,400.7277

As of

3 Jun 2026

1,419 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	+0.06%	+0.40%	-0.34	192 / 278	Q3
1W	+0.26%	-1.18%	+1.45	23 / 277	Q1
2W	+0.64%	+0.22%	+0.42	79 / 276	Q2
1M	+0.27%	+0.13%	+0.14	101 / 272	Q2
3M	-0.13%	-0.73%	+0.59	128 / 268	Q2
6M	+0.18%	-0.31%	+0.49	92 / 255	Q2
YTD	+0.27%	-2.50%	+2.76	89 / 258	Q2
1Y	+2.47%	+10.97%	-8.50	96 / 226	Q2
2Y	+6.91%	+6.94%	-0.04	34 / 179	Q1
3Y	+6.81%	+14.13%	-7.31	116 / 147	Q4
4Y	+7.64%	+13.79%	-6.15	96 / 116	Q4
5Y	+6.20%	+10.71%	-4.51	73 / 89	Q4
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+5.93%	+11.30%	-5.37	184 / 278	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
2026 YTD	+0.27%	-2.52%	+2.78	88 / 257
2025	+8.43%	+16.95%	-8.52	96 / 192
2024	+9.22%	+15.68%	-6.46	123 / 155
2023	+7.36%	+24.57%	-17.20	118 / 133
2022	+2.91%	+3.53%	-0.61	61 / 104
2021	+4.93%	+23.86%	-18.93	71 / 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

+6.67%

60 windows

min 0.4% · max 12.0%

100% positive

3-Year rolling

+6.93%

35 windows

min 4.9% · max 9.6%

100% positive

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

5-Year rolling

+6.60%

11 windows

min 6.2% · max 7.1%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

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

2.18%

3-year · annualised

Sharpe ratio

0.06

vs risk-free 6.5%

Sortino ratio

0.17

Downside-only deviation

Max drawdown

-1.15%

Mar 2026 → Apr 2026

% positive months

86.1%

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	₹82.8791	3 Jun 2026
ICICI Prudential BSE 500 ETF	ICICI Prudential	₹37.8344	3 Jun 2026
Invesco India Nifty 50 Exchange Traded Fund	Invesco	₹2,670.8836	3 Jun 2026
BANDHAN BSE Sensex ETF	Bandhan	₹805.2856	3 Jun 2026
Aditya Birla Sun Life BSE Sensex ETF	Aditya Birla Sun Life	₹74.5997	3 Jun 2026
Motilal Oswal BSE Enhanced Value ETF	Motilal Oswal	₹116.9499	3 Jun 2026
Mirae Asset BSE 200 Equal Weight ETF	Mirae Asset	₹13.2841	3 Jun 2026
Kotak MSCI India ETF	Kotak	₹28.8330	3 Jun 2026
Kotak PSU Bank ETF	Kotak Mahindra	₹820.4532	3 Jun 2026
Edelweiss Silver ETF	Edelweiss	₹258.9218	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹1,400.7277
2 Jun 2026	₹1,400.7895
1 Jun 2026	₹1,399.8840
29 May 2026	₹1,399.2087
27 May 2026	₹1,398.4106
26 May 2026	₹1,397.1070
25 May 2026	₹1,397.0333
22 May 2026	₹1,392.2353
21 May 2026	₹1,390.0652
20 May 2026	₹1,390.9589

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 03 Jun 2026, the NAV of BHARAT Bond ETF- April 2031 is ₹1,400.7277. 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 2031 has NAV history starting from 27 Jul 2020, a track record of about 5 years 10 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 2031 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 2031 has delivered a absolute return of 2.47% — -8.5 pp behind the ETF category average of 10.97%. The fund ranks #96 of 226 in its category — the second (Q2) quartile.

Over the trailing 3-year window, BHARAT Bond ETF- April 2031 has delivered a CAGR of 6.81% — -7.31 pp behind the ETF category average of 14.13%. The fund ranks #116 of 147 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, BHARAT Bond ETF- April 2031 has delivered a CAGR of 6.20% — -4.51 pp behind the ETF category average of 10.71%. The fund ranks #73 of 89 in its category — the bottom (Q4) quartile.

₹1 lakh invested in BHARAT Bond ETF- April 2031 exactly 5 years ago would be worth approximately ₹135,115 today — a multiplier of 1.35×, based on the 5-year CAGR of 6.20%. The category average over the same window would have grown ₹1 lakh to ₹166,336.

A ₹10,000 monthly SIP in BHARAT Bond ETF- April 2031 over the last 5 years — total invested ₹600,000 — would be worth ₹709,931 today. That's an XIRR (money-weighted annualised return) of 6.66%.

BHARAT Bond ETF- April 2031 doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹709,931 — XIRR 6.66%.

On a 5-year basis, BHARAT Bond ETF- April 2031 ranks #73 out of 89 funds in the ETF category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 10.71%; this fund delivered 6.20%.

The worst peak-to-trough decline BHARAT Bond ETF- April 2031 has experienced over the last 5-year window is 3.77% — its NAV fell from a high on 05 Apr 2022 to a low on 13 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 5-year rolling windows, BHARAT Bond ETF- April 2031 averaged 6.60% (best 7.08%, worst 6.20%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -0.15 — negative risk-adjusted performance.

In calendar year 2025, BHARAT Bond ETF- April 2031 returned 8.43% — lagging the ETF category average of 16.95% by 8.52 pp. It ranked #96 of 192 in its category that year.

BHARAT Bond ETF- April 2031 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 2031 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. Worst 5-year drawdown: 3.8%. 5-year CAGR: 6.20%.

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

BHARAT Bond ETF- April 2031

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in ETF

Recent NAVs

Frequently asked questions

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