Should I invest in BHARAT Bond ETF - April 2033?

We don't give personal investment advice. BHARAT Bond ETF - April 2033 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 2033

Latest NAV

₹1,310.2160

As of

17 Jul 2026

871 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	+0.01%	+0.27%	-0.26	158 / 280	Q3
1W	-0.07%	-0.11%	+0.03	129 / 280	Q2
2W	-0.26%	-0.16%	-0.10	182 / 280	Q3
1M	+1.12%	-0.09%	+1.21	123 / 280	Q2
3M	+2.53%	+0.82%	+1.71	84 / 272	Q2
6M	+3.25%	-1.65%	+4.90	78 / 261	Q2
YTD	+2.83%	-1.34%	+4.18	70 / 258	Q2
1Y	+4.90%	+7.47%	-2.56	85 / 231	Q2
2Y	+7.64%	+4.66%	+2.97	32 / 185	Q1
3Y	+7.68%	+12.66%	-4.98	105 / 149	Q3
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+7.79%	+10.92%	-3.12	164 / 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
2026 YTD	+2.83%	-1.36%	+4.19	70 / 257
2025	+7.78%	+16.95%	-9.17	107 / 192
2024	+10.05%	+15.68%	-5.63	93 / 155
2023	+7.15%	+24.57%	-17.42	121 / 133
2022	—	—	—	—

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

+8.24%

32 windows

min 1.7% · max 12.2%

100% positive

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

3-Year rolling

+7.80%

8 windows

min 6.6% · max 8.4%

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

2.56%

3-year · annualised

Sharpe ratio

0.39

vs risk-free 6.5%

Sortino ratio

1.49

Downside-only deviation

Max drawdown

-1.43%

Mar 2026 → Apr 2026

% positive months

80.6%

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
17 Jul 2026	₹1,310.2160
16 Jul 2026	₹1,310.0574
15 Jul 2026	₹1,309.6744
14 Jul 2026	₹1,308.7550
13 Jul 2026	₹1,311.8872
10 Jul 2026	₹1,311.1985
9 Jul 2026	₹1,309.7985
8 Jul 2026	₹1,309.0825
7 Jul 2026	₹1,313.8805
6 Jul 2026	₹1,314.5761

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 17 Jul 2026, the NAV of BHARAT Bond ETF - April 2033 is ₹1,310.2160. 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 2033 has NAV history starting from 13 Dec 2022, a track record of about 3 years 7 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

BHARAT Bond ETF - April 2033 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 2033 has delivered a absolute return of 4.90% — -2.56 pp behind the ETF category average of 7.47%. The fund ranks #85 of 231 in its category — the second (Q2) quartile.

Over the trailing 3-year window, BHARAT Bond ETF - April 2033 has delivered a CAGR of 7.68% — -4.98 pp behind the ETF category average of 12.66%. The fund ranks #105 of 149 in its category — the third (Q3) quartile.

BHARAT Bond ETF - April 2033 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 2033 exactly 3 years ago would be worth approximately ₹124,850 today — a multiplier of 1.25×, based on the 3-year CAGR of 7.68%. 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 2033 over the last 3 years — total invested ₹360,000 — would be worth ₹402,584 today. That's an XIRR (money-weighted annualised return) of 7.39%.

BHARAT Bond ETF - April 2033 doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹402,584 — XIRR 7.39%.

On a 3-year basis, BHARAT Bond ETF - April 2033 ranks #105 out of 149 funds in the ETF category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 12.66%; this fund delivered 7.68%.

The worst peak-to-trough decline BHARAT Bond ETF - April 2033 has experienced over the last 3-year window is 1.43% — its NAV fell from a high on 02 Mar 2026 to a low on 02 Apr 2026. 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 2033 averaged 7.80% (best 8.42%, worst 6.62%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.39 — weak risk-adjusted performance.

In calendar year 2025, BHARAT Bond ETF - April 2033 returned 7.78% — lagging the ETF category average of 16.95% by 9.17 pp. It ranked #107 of 192 in its category that year.

BHARAT Bond ETF - April 2033 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 2033 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.