VALARTH See the full analysis in the appOpen in app
FoFs (Overseas/Domestic) · Other

BHARAT Bond FOF - April 2030

Edelweiss Mutual Fund
Benchmark
NIFTY BHARAT BOND INDEX - APRIL 2030
Riskometer
Moderate
Size
₹8,668 cr
Allotted
30 Dec 2019
Holdings as of
Not on record

BHARAT Bond FOF - April 2030 is a fofs (overseas/domestic) fund of Edelweiss Mutual Fund with ₹8,668 cr under management. It is ahead of its benchmark (NIFTY BHARAT BOND INDEX - APRIL 2030) in 3 of 3 periods. Its direct plan charges 0.04% a year. Hetul Raval has managed it for 1.1 years.

The fund house's portfolio file is not read yet; the official feed, costs and managers are shown.

Has BHARAT Bond FOF - April 2030 beaten its benchmark?

Ahead of its benchmark, NIFTY BHARAT BOND INDEX - APRIL 2030, in 3 of 3 periods in AMFI's figures; +3.57% over the last year against +3.25%.

Period returns

Direct Plan, growth · 3y and longer a year
PeriodFundNifty 500 TRIAhead
1 month−0.29% −3.60% —
3 months−0.37% −5.03% —
6 months+2.11% −1.83% —
1 year+3.57% −4.06% +7.63 pts
3 years+7.31% +9.27% −1.96 pts
5 years+6.30% +8.00% −1.70 pts
10 years— +12.69% —
Since start
from 1 Jan 2020
+7.12%——
Valarth price history to 13 Oct 2026 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026
Ahead of its benchmark (NIFTY BHARAT BOND INDEX - APRIL 2030) in 3 of 3 periods.
PeriodDirectRegularBenchmarkAheadRank
1y +3.57%+3.57%+3.25% +0.32 🔒
3y +7.30%+7.30%+7.01% +0.29 🔒
5y +6.30%+6.30%+6.18% +0.12 🔒
10y ——— — —
Ahead in points a year · its rank among FoFs (Overseas/Domestic) funds, and how steady the lead is, in the app

Value of 100, month-end

Jan 2020 to 13 Oct 2026
50100150200250300 202120232025
Fund 159Nifty 500 TRI 239

₹100 put in at the start of Jan 2020 would be ₹159 on 13 Oct 2026, against ₹239 in the Nifty 500 TRI.

Risk, falls and every year

🔒 Pro
Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.
See them in the app →

What does BHARAT Bond FOF - April 2030 cost?

0.04% a year on the direct plan, 0.04% on the regular plan; 2 of 94 funds in its category charge less.

Direct plan
0.04% a year
Category median 0.20%
Regular plan
0.04% a year
Category median 0.58%
Gap
Not on record
for the same holdings
2 of 94 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Other Scheme - FoF Domestic

Who manages BHARAT Bond FOF - April 2030?

Rahul Dedhia, since 15 Jan 2026; Hetul Raval, since 22 Sep 2025.

Rahul Dedhia
0.7 years
since 15 Jan 2026
Hetul Raval
1.1 years
since 22 Sep 2025
Benchmark as filedNifty BHARAT Bond Index – April 2030
Exit load
• If redeemed or switched out on or before completion of 30 days from the date of allotment of units –0.10% • If redeemed or switched out after completion of 30 days from the date of allotment of units –NIL
From 1 Scheme Summary Documents filed with NSE, first on 14 Jul 2026; as on 14 Jul 2026

What does BHARAT Bond FOF - April 2030 hold?

Not read yet: the fund house's monthly portfolio file is not covered so far.

Holdings not read yet (fund house not covered). The scorecard, the companies inside, how it is run and the look-alikes open once the house's monthly portfolio files are read.

Questions people ask

Who manages BHARAT Bond FOF - April 2030?

Rahul Dedhia (manager) since 15 Jan 2026; Hetul Raval (manager) since 22 Sep 2025.

What is the expense ratio of BHARAT Bond FOF - April 2030?

0.04% a year on the direct plan and 0.04% on the regular plan (expense report, Oct 2026).

How has BHARAT Bond FOF - April 2030 done?

Its direct plan returned +7.30% a year over 3 years against +7.01% for its benchmark, NIFTY BHARAT BOND INDEX - APRIL 2030, as of 13 Oct 2026.

Inside the app

See BHARAT Bond FOF - April 2030 beside your own funds in Valarth

Start freeStart free
A Valarth stock page: the share price with its chart and 52-week range, valuation and profitability figures, and a scorecard of health checks.
Stock pagePrice, valuation, profitability and a scorecard of health checks for every company, each figure explained.
The Valarth stock screener: a table of companies with price, market cap, P/E, P/B, PEG, EPS and ROE, and filters down the left.
ScreenerEvery listed company, filtered on 212 figures, each with a plain-language lesson beside it.
The Valarth AI Screener answering 'Which companies will benefit from India's Project 75 submarine programme?' with a basket of four naval shipbuilders and a written thesis.
AI ScreenerAsk a question in plain English, like which companies benefit from India's Project 75. It reads the intent, builds the screen and writes the thesis.
A Valarth business-model card for State Bank of India, with a plain-language summary and statements verified against the filing.
Business modelHow a company makes money and what can hurt it, each statement checked against its annual report.
Valarth's Before the Bell edition, with the day's headline, regulator notes and sector moves.
Before the BellA morning edition before the market opens: what moved, which rule changed, and what it means for your holdings.

BHARAT Bond FOF - April 2030 in the app: beside your own funds, with what you own through them

See the full analysis in the app →See pricing
Share this page