Fund Details
BHARAT Bond FOF April 2030 Direct Growth
| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.05% |
| NAV | ₹11.29 (20 Jan 2021) |
|---|---|
| Fund Started | 27 Dec 2019 |
| Fund Size | ₹1,736 Cr |
Returns
Comparison
1. Lower expense ratio - 0.05%
1. Age is less than 3 years
2. Risk-adjusted returns are lower compared to the category
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| BHARAT Bond ETF - April 2030 Regular - Growth | Financial | Mutual Fund | 99.1% |
Fund Managers
BHARAT Bond FOF April 2030 Direct Growth Details
BHARAT Bond FOF April 2030 Direct Growth is a Debt Mutual Fund Scheme launched by Edelweiss Mutual Fund. This scheme was made available to investors on 27 Dec 2019. Dhawal Dalal is the Current Fund Manager of BHARAT Bond FOF April 2030 Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,736 Cr and the Latest NAV as of 20 Jan 2021 is ₹11.29.
The BHARAT Bond FOF April 2030 Direct Growth is rated Moderate risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 1000. Exit load 0.10% if redeemed within 30 days.
Investment Objective
The scheme seeks to generate returns by investing in units of BHARAT Bond ETF - April 2030.
Tax Implications
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
