MonitorDirect · Growth
BHARAT Bond ETF FOF - April 2032
- NAV
- 13.36
- 15 Sept 2026
- 1Y
- +5.2%
- Trailing CAGR
- AUM
- ₹4,209.59 Cr
- 31 Aug 2026
- Volatility
- Low
- 3.5% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+5.2%
- 3Y+7.5%
- 5Yn/a
- 10Yn/a
- SI+6.5%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+4.8%
- 3Y+6.7%
- 5Yn/a
- 10Yn/a
- Since inception
- +6.5%
- Calendar-day CAGR
- Excess 1Y
- -1.3%
- Category median, same plan and option
- 3Y win rate
- 0%
- Windows beating the median
- 3Y percentile
- 14
- Vs comparable share classes
- Worst rolling 3Y
- +6.3%
- 425 daily-ending windows
- Median rolling 3Y
- +7.9%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +6.7%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 8 days
- 108 recovered episodes
- Longest recovery
- 71 days
- Trough to prior peak
- Current spell
- 67 days
- Days below latest peak
- Time below peak
- +81%
- NAV observations
7 Apr 2022 – 23 Aug 2022
Trough 13 Jun 2022 · recovered in 71 days
-4.1%
13 Sept 2022 – 11 Nov 2022
Trough 26 Sept 2022 · recovered in 46 days
-2.4%
27 Feb 2026 – 9 Jun 2026
Trough 30 Mar 2026 · recovered in 71 days
-1.9%
6 Jul 2026 – open
Trough 31 Aug 2026 · not recovered
-1.8%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
14
Vs category
42
Consistency
8
Risk-adjusted
43
Drawdown
90
Mean
39
Portfolio
31 Aug 2026 · 2 holdings · top 10 are 100.0%.
- Top 5
- 100.0%
- Top 10
- 100.0%
- Largest holding
- 99.9%
- Effective holdings
- 1.0
Edelweiss BHARAT Bond ETF - April 2032 Regular - Growth
Unspecified
99.9%
Others CBLO
Unspecified
0.1%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Bandhan Aggressive Hybrid Passive FOF
Bandhan Mutual Fund
- 1Y
- +6.7%
- 3Y
- +11.8%
- Vol
- 10.2%
- Max DD
- -29.0%
- Sharpe
- 0.56
- 3Y win
- +56%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown · Higher TER
DSP Gold ETF Fund of Fund
DSP Mutual Fund
- 1Y
- +35.7%
- 3Y
- n/a
- Vol
- 22.4%
- Max DD
- -25.2%
- Sharpe
- 1.27
- 3Y win
- n/a
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Franklin India Income Plus Arbitrage Active Fund of Funds
Franklin Templeton Mutual Fund
- 1Y
- +6.3%
- 3Y
- +12.4%
- Vol
- 8.8%
- Max DD
- -27.6%
- Sharpe
- 0.38
- 3Y win
- +14%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
HDFC Gold ETF Fund of Fund
HDFC Mutual Fund
- 1Y
- +36.0%
- 3Y
- +35.0%
- Vol
- 15.3%
- Max DD
- -24.8%
- Sharpe
- 0.44
- 3Y win
- +52%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
HDFC Silver ETF Fund of Fund
HDFC Mutual Fund
- 1Y
- +72.6%
- 3Y
- +44.1%
- Vol
- 37.6%
- Max DD
- -46.0%
- Sharpe
- 0.97
- 3Y win
- +100%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown