
BHARAT Bond FOF - April 2030 Direct-Growth
Debt: Target Maturity - Growth (Open ended)
SEBI Riskometer: ModerateCategory: Debt: Target MaturityBenchmark: NIFTY Bharat Bond Index Series - Apri 2030Check Portfolio Overlap →
NAV: ₹15.9-0.27%
22 Oct 2026
Similar Funds
Side-by-side comparison of BHARAT Bond FOF - April 2030 Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | +2.78% | 4.27% | 57 / 74 |
| 3Y Return | +7.10% | 7.19% | 57 / 63 |
| 5Y Return | +6.23% | 6.10% | 1 / 4 |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Debt: Target Maturity
Top funds by AUM in the Debt: Target Maturity category — see how BHARAT Bond FOF - April 2030 Direct-Growth compares on size and returns.
Frequently Asked Questions
Which funds are similar to BHARAT Bond FOF - April 2030 Direct-Growth?
Funds similar to BHARAT Bond FOF - April 2030 Direct-Growth in the Debt: Target Maturity category include ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40:60 Index Fund Direct-Growth, Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Direct-Growth, and Bandhan CRISIL IBX Gilt June 2027 Index Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of BHARAT Bond FOF - April 2030 Direct-Growth in its category?
On a 3-year return basis BHARAT Bond FOF - April 2030 Direct-Growth is ranked 57 out of 63 funds in the Debt: Target Maturity category as of 21 Oct 2026. On a 5-year return basis it ranks 1 out of 4. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does BHARAT Bond FOF - April 2030 Direct-Growth's expense ratio compare to similar funds?
BHARAT Bond FOF - April 2030 Direct-Growth has an expense ratio of 0.04%. The peers ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40:60 Index Fund Direct-Growth has an expense ratio of 0.20% and Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Direct-Growth has 0.20%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does BHARAT Bond FOF - April 2030 Direct-Growth's AUM compare to similar funds?
BHARAT Bond FOF - April 2030 Direct-Growth has an AUM of ₹8,748.26 crore. The peers ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40:60 Index Fund Direct-Growth has an AUM of ₹7,771.39 crore and Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Direct-Growth has ₹6,136.84 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Debt: Target Maturity?
The top performing fund in the Debt: Target Maturity category on a 3-year basis is Bandhan CRISIL IBX 90:10 SDL Plus Gilt-September 2027 Index Fund Direct-Growth with a CAGR of 7.65% as of 21 Oct 2026. BHARAT Bond FOF - April 2030 Direct-Growth has delivered 7.10% CAGR over the same period, ranking 57 out of 63 funds. You can view and compare the full category ranking on sharpely.
How does BHARAT Bond FOF - April 2030 Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, BHARAT Bond FOF - April 2030 Direct-Growth has a Sharpe ratio of 0.52 compared to the Debt: Target Maturity average of 1.12 as of 21 Oct 2026. It ranks 50 out of 66 funds in its category on Sharpe ratio.