BHARAT 22 ETF-Growth
Equity: Thematic-Other - Growth (Open ended)
SEBI Riskometer: Very HighCategory: Equity: Thematic-OtherBenchmark: BSE Bharat 22 Total Return IndexCheck Portfolio Overlap →
₹112.12+0.05%
18 Sept 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 | -0.22% | -0.28% | -0.32% | - |
| Avg. of funds with same benchmark | -0.22% | -0.28% | -0.32% | - |
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 - 18 Sep, 2026 | 11 Dec, 2020 - 18 Sep, 2026 | 21 Dec, 2022 - 18 Sep, 2026 | 01 Jan, 2025 - 18 Sep, 2026 |
| Average returns | 20.61% | 23.98% | 23.90% | 17.63% |
| Standard deviation | 30.35% | 14.29% | 7.79% | 1.38% |
| 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 | 71.65% | 95.02% | 100.00% | 100.00% |
| Period with return > 5% | 65.52% | 87.81% | 100.00% | 100.00% |
| Period with return > 10% | 57.06% | 77.22% | 93.64% | 100.00% |
| Period with return > 15% | 51.97% | 70.08% | 82.20% | 94.85% |
| Beat % Category | 58.77% | 67.69% | 88.57% | 100.00% |
| Beat % Benchmark | 57.74% | 65.24% | 87.59% | 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%
20%
-5.4%
3.2%
-3.6%
YTD
-3.0%
-2.5%
-2.7%
1 M
-6.0%
10.4%
4.9%
6 M
1.0%
3.0%
-2.0%
1 Y
14.2%
13.4%
10.1%
3 Y
20.6%
12.0%
9.8%
5 Y
13.2%
13.0%
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 | -5.36% | -2.98% | -5.97% | 1.01% | 14.20% | 20.61% | - | 13.18% |
| Equity: Thematic-Other | 3.25% | -2.46% | 10.43% | 3.03% | 13.37% | 12.02% | 13.16% | - |
| BSE Bharat 22 Total Return Index | -3.57% | -2.66% | 4.89% | -2.00% | 10.10% | 9.83% | 12.97% | - |
| Rank in category | 42 | 41 | 65 | 25 | 6 | 1 | - | - |
| Funds in category | 60 | 69 | 65 | 51 | 22 | 15 | 6 | - |
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 1.01% as of 17 Sep 2026. During the same period, its benchmark BSE Bharat 22 Total Return Index returned -2.00%. 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 14.20% as of 17 Sep 2026. Its benchmark BSE Bharat 22 Total Return Index returned 10.10% 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 20.61% as of 17 Sep 2026. Its benchmark BSE Bharat 22 Total Return Index returned 9.83% 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 13.18%. 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 22 funds in the Equity: Thematic-Other category on a 3-year basis, and 1 out of 15 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 0.65 (as of 17 Sep 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 5.05% (as of 17 Sep 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 1.04 (as of 17 Sep 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 1.04 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 20.61% and 23.98% 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.