MonitorDirect · Growth
BHARAT Bond ETF FOF - April 2033
- NAV
- 13.0703
- 15 Sept 2026
- 1Y
- +4.4%
- Trailing CAGR
- AUM
- ₹2,089.08 Cr
- 31 Aug 2026
- Volatility
- Low
- 4.3% 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+4.4%
- 3Y+7.3%
- 5Yn/a
- 10Yn/a
- SI+7.3%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+3.8%
- 3Y+6.2%
- 5Yn/a
- 10Yn/a
- Since inception
- +7.3%
- Calendar-day CAGR
- Excess 1Y
- -2.3%
- Category median, same plan and option
- 3Y win rate
- 0%
- Windows beating the median
- 3Y percentile
- 6
- Vs comparable share classes
- Worst rolling 3Y
- +6.4%
- 181 daily-ending windows
- Median rolling 3Y
- +7.7%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +6.2%
- 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
- 9 days
- 79 recovered episodes
- Longest recovery
- 154 days
- Trough to prior peak
- Current spell
- 34 days
- Days below latest peak
- Time below peak
- +82%
- NAV observations
3 Apr 2024 – 19 Sept 2024
Trough 18 Apr 2024 · recovered in 154 days
-4.3%
6 Mar 2026 – 9 Jun 2026
Trough 30 Mar 2026 · recovered in 71 days
-2.2%
12 Aug 2026 – open
Trough 15 Sept 2026 · not recovered
-1.3%
9 Dec 2025 – 17 Feb 2026
Trough 23 Jan 2026 · recovered in 25 days
-1.2%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
6
Vs category
36
Consistency
7
Risk-adjusted
50
Drawdown
89
Mean
38
Portfolio
31 Aug 2026 · 2 holdings · top 10 are 100.0%.
- Top 5
- 100.0%
- Top 10
- 100.0%
- Largest holding
- 99.4%
- Effective holdings
- 1.0
BHARAT Bond ETF - April 2033 - Growth
Unspecified
99.4%
Others CBLO
Unspecified
0.7%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 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
- Risk-adjusted return sits above the documented risk-free proxy.
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Bandhan Conservative Hybrid Passive FOF
Bandhan Mutual Fund
- 1Y
- +2.7%
- 3Y
- +7.3%
- Vol
- 3.5%
- Max DD
- -9.8%
- Sharpe
- 0.90
- 3Y win
- +26%
- Lower volatility
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown · Higher TER
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