Bharat 22 ETF Direct Growth

Scheme code: INF109KB15Y7 NAV value: ₹ 116.2732 NAV date: 19 March, 2026 TER: 0.00%
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: Other ETFs

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year-44.62105.4519.3720.8910.87
3 year-8.1747.2827.3923.750.77
5 year7.7538.5424.7623.37-1.39
7 year14.5421.1117.4317.471.47

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,09,943 - Absolute Returns: ₹1,09,943 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹52,25,756 - Absolute Returns: ₹16,25,756 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,19,69,804 - Absolute Returns: ₹59,69,804 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹2,02,44,779 - Absolute Returns: ₹1,18,44,779 - CAGR: %

Drawdown Metrics

Max Drawdown

-47.93 %

Drawdown Duration

10 months

Recovery Time

15 months

Avg Drawdown

-8.97 %

Calmar Ratio by Duration

1 Y

0.4359

3 Y

0.4955

5 Y

0.4876

7 Y

0.3645