BHARAT 22 ETF-Growth
Equity: Thematic-Other - Growth (Open ended)Download Report
SEBI Riskometer: Very HighCategory: Equity: Thematic-OtherBenchmark: BSE Bharat 22 Total Return IndexCheck Portfolio Overlap →
₹113+1.23%
04 Nov 2026
Tracking Difference
Annualised return gap between BHARAT 22 ETF-Growth and its benchmark index over 1Y, 3Y, 5Y and 10Y periods, compared to the average of all funds tracking the same benchmark.
| Name | 1 Y | 3 Y | 5 Y | 10 Y |
|---|---|---|---|---|
| Fund | -0.19% | -0.26% | -0.30% | - |
| Avg. of funds with same benchmark | -0.19% | -0.26% | -0.30% | - |
Rolling Returns Analysis
Rolling annualized returns of BHARAT 22 ETF-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.
| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|---|---|---|---|
| Analysis period | 05 Dec, 2018 - 04 Nov, 2026 | 11 Dec, 2020 - 04 Nov, 2026 | 21 Dec, 2022 - 04 Nov, 2026 | 01 Jan, 2025 - 04 Nov, 2026 |
| Average returns | 20.24% | 23.76% | 23.77% | 17.67% |
| Standard deviation | 30.25% | 14.22% | 7.70% | 1.36% |
| Best returns | 102.48% 1 year ending on 18 Oct, 2021 | 47.16% 3 years ending on 15 Nov, 2023 | 38.04% 5 years ending on 15 Apr, 2025 | 20.72% 7 years ending on 26 Feb, 2026 |
| Worst returns | -43.93% 1 year ending on 24 Mar, 2020 | -6.08% 3 years ending on 21 Dec, 2020 | 8.13% 5 years ending on 23 Dec, 2022 | 13.54% 7 years ending on 28 Feb, 2025 |
| Period with positive return | 70.77% | 95.13% | 100.00% | 100.00% |
| Period with return > 5% | 64.49% | 88.07% | 100.00% | 100.00% |
| Period with return > 10% | 56.16% | 77.71% | 93.84% | 100.00% |
| Period with return > 15% | 51.15% | 68.79% | 82.78% | 95.20% |
| Beat % Category | 58.87% | 68.38% | 88.94% | 100.00% |
| Beat % Benchmark | 58.35% | 65.98% | 88.00% | 100.00% |
Trailing Returns
Point-to-point returns of BHARAT 22 ETF-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.
0%
10%
-4.8%
2.0%
-3.8%
YTD
3.9%
2.9%
3.7%
1 M
-9.5%
2.0%
0.4%
6 M
-2.5%
1.3%
-3.0%
1 Y
14.7%
14.3%
11.3%
3 Y
19.6%
11.9%
9.3%
5 Y
13.3%
13.3%
10 Y
Fund
Equity: Thematic-Other
BSE Bharat 22 Total Return Index
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | -4.79% | 3.91% | -9.48% | -2.45% | 14.66% | 19.64% | - | 13.05% |
| Equity: Thematic-Other | 2.02% | 2.92% | 2.00% | 1.31% | 14.28% | 11.88% | 13.28% | - |
| BSE Bharat 22 Total Return Index | -3.82% | 3.68% | 0.39% | -2.97% | 11.27% | 9.25% | 13.30% | - |
| Rank in category | 37 | 28 | 61 | 26 | 6 | 1 | - | - |
| Funds in category | 57 | 69 | 62 | 52 | 19 | 12 | 5 | - |
Period Returns
Calendar-year, quarterly and monthly return history of BHARAT 22 ETF-Growth. Toggle between bar chart and table view to analyse periodic performance trends.
Historical Performance
Track NAV movement and cumulative returns of BHARAT 22 ETF-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.
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Frequently Asked Questions
What are the 1-year returns of BHARAT 22 ETF-Growth?
BHARAT 22 ETF-Growth has delivered a 1-year return of -2.45% as of 3 Nov 2026. During the same period, its benchmark BSE Bharat 22 Total Return Index returned -2.97%. The fund has outperformed its benchmark over this period.
What are the 3-year returns of BHARAT 22 ETF-Growth?
BHARAT 22 ETF-Growth has delivered a 3-year CAGR of 14.66% as of 3 Nov 2026. Its benchmark BSE Bharat 22 Total Return Index returned 11.27% CAGR over the same period. CAGR (Compounded Annual Growth Rate) is the right way to evaluate multi-year ETF performance as it smooths out year-to-year volatility.
What are the 5-year returns of BHARAT 22 ETF-Growth?
BHARAT 22 ETF-Growth has delivered a 5-year CAGR of 19.64% as of 3 Nov 2026. Its benchmark BSE Bharat 22 Total Return Index returned 9.25% CAGR over the same period. A 5-year track record is considered a more reliable indicator of fund quality than shorter-term performance, as it captures at least one full market cycle.
What are the returns of BHARAT 22 ETF-Growth since inception?
Since its launch on 23 Nov 2017, BHARAT 22 ETF-Growth has delivered a CAGR of 13.05%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has BHARAT 22 ETF-Growth performed vs its category over the long term?
Over the long term, BHARAT 22 ETF-Growth has ranked 6 out of 19 funds in the Equity: Thematic-Other category on a 3-year basis, and 1 out of 12 funds on a 5-year basis. Category rank is one of several factors to consider alongside risk metrics and rolling return consistency when evaluating a fund.
What is the Sharpe ratio of BHARAT 22 ETF-Growth?
The Sharpe ratio of BHARAT 22 ETF-Growth is 0.50 (as of 3 Nov 2026). The Sharpe ratio measures how much return the fund generates per unit of risk (volatility) taken. A Sharpe ratio above 1.0 is generally considered good — the higher the ratio, the better the risk-adjusted return.
What is the alpha of BHARAT 22 ETF-Growth?
The 3Y alpha of BHARAT 22 ETF-Growth is 3.89% (as of 3 Nov 2026). Alpha measures the excess return generated by the fund over and above its benchmark BSE Bharat 22 Total Return Index, after adjusting for risk. A positive alpha means the fund manager has added value beyond what the market delivered. A negative alpha means the fund has underperformed its benchmark on a risk-adjusted basis.
What is the beta of BHARAT 22 ETF-Growth?
The beta of BHARAT 22 ETF-Growth is 1.01 (as of 3 Nov 2026). Beta measures how sensitive the fund is to market movements relative to its benchmark BSE Bharat 22 Total Return Index. A beta of 1 means the fund moves in line with the market. A beta above 1 means it is more volatile than the market; below 1 means it is less volatile. BHARAT 22 ETF-Growth's beta of 1.01 indicates it is more aggressive than its benchmark.
What are the rolling returns of BHARAT 22 ETF-Growth?
The average 1-year and 3-year rolling returns of BHARAT 22 ETF-Growth is 20.24% and 23.76% respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.