Bharat Bond Fund of Funds April 2031 Direct Growth

Scheme code: INF754K01LO0 NAV value: ₹ 13.9654 NAV date: 18 March, 2026 TER: 0.00%
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: FoF Domestic

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year-0.8811.967.246.7637.82
3 year4.519.506.466.7823.45
5 year6.237.116.606.6410.6

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.0220.625.616.76
3 year 6.2830.9515.046.78
5 year 8.3826.0214.226.64
7 year 10.1815.6212.93
10 year 11.4212.9312.18
15 year -5.6515.886.78
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4719.784.496.76
3 year 6.5619.6413.576.78
5 year 9.2212.2910.756.64
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.3920.914.756.76
3 year 7.6821.4915.066.78
5 year 10.3713.511.936.64
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4720.674.166.76
3 year 8.0432.0317.816.78
5 year 8.1828.6415.346.64
7 year 10.6416.4213.77
10 year 12.5614.0613.31

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 (%)

Comparison vs benchmark returns

Index Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,37,635 - Absolute Returns: ₹37,635 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,10,465 - Absolute Returns: ₹4,10,465 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹72,39,518 - Absolute Returns: ₹12,39,518 - CAGR: %

Drawdown Metrics

Max Drawdown

-3.77 %

Drawdown Duration

2 months

Recovery Time

3 months

Avg Drawdown

-0.50 %

Calmar Ratio by Duration

1 Y

1.7915

3 Y

1.7968

5 Y

1.7597

Benchmark Comparison

vs NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Benchmark CAGR
1 year 0.65 0.04 9.9 0.3 7.04 % 4.00 %
3 years 1.30 0.02 9.3 -1.4 7.91 % 11.28 %
5 years 0.31 0.02 6.9 -1.6 6.86 % 9.44 %
7 years -1.72 0.01 5.7 -1.3 4.83 % 10.96 %
10 years -3.15 0.01 5.7 -1.3 3.36 % 7.55 %
12 years -3.71 0.01 5.7 -1.3 2.79 % 6.26 %
15 years -4.25 0.01 5.7 -1.3 2.23 % 4.97 %