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  • Invest in BHARAT Bond ETF - April 2033, if you have a Demat account

  • Invest in BHARAT Bond ETF FOF - April 2033, if you don't have a Demat account

10+ Years
7.50%* Index YTM
Nifty BHARAT Bond Index - April 2033

BHARAT Bond ETF - April 2033

The scheme will track the constituents of the underlying index i.e., NIFTY BHARAT Bond Index – April 2033. The indicative yield provided is that of the index and not that of the scheme. The scheme(s) are neither a capital protected nor a guaranteed return product and may or may not generate returns in line with index. Indicative yield of the index is as on 30th November 2022.

What is BHARAT Bond Exchange Traded Fund (ETF)?

  • Invest in Public Sector Bonds via Bharat Bond ETF
    Public Sector Companies

    An Exchange Traded Fund (ETF) listed on NSE, which invests your money in public sector bonds

  • Invest in Public Sector Bonds via Bharat Bond ETF
    Fixed Maturity

    The fund has a defined maturity date wherein you will receive your investment amount with returns

  • Invest in Public Sector Bonds via Bharat Bond ETF
    Exchange Traded

    You can buy or sell units on exchange (NSE) anytime during the tenure of the fund

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Why should you invest in BHARAT Bond ETF?

  • Invest in Public Sector Bonds via Bharat Bond ETF
    Higher Safety

    Money is invested in public sector bonds

  • Invest in Public Sector Bonds via Bharat Bond ETF
    Low Cost

    The fund is managed at a very low cost of 0.0005% p.a. (maximum ₹ 1 for ₹ 2,00,000 worth of investment)

  • Invest in Public Sector Bonds via Bharat Bond ETF
    Stability & Predictability

    A bond like structure with fixed maturity provides you with predictable and stable returns at maturity

  • Invest in Public Sector Bonds via Bharat Bond ETF
    No Lock-in

    You can buy or sell during trading hours on the exchange

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Enjoy the benefit of indexation

Traditional Investment NIFTY BHARAT Bond Index - April 2033
Investment Amount ₹ 10 Lakhs ₹ 10 Lakhs
Assumed Rate of Return 6.10% 7.50%
Indexation** NA 11
Value on Maturity ₹ 18.52 Lakhs ₹ 21.20 Lakhs
Indexed Cost ₹ 10.00 Lakhs ₹ 15.39 Lakhs
Taxable Amount ₹ 8.52 Lakhs ₹ 5.81 Lakh
Applicable Tax* ₹ 2.66 Lakh ₹ 1.21 Lakh
Post Tax Value ₹ 15.86 Lakhs ₹ 19.99 Lakhs
Net Post Tax Return 4.53% 6.89%
Tenure for traditional investments and NIFTY BHARAT Bond Index - April 2033 (11 Indexation) is 10+ yrs. **Assumed rate of inflation is 4%. * Traditional investment taxed at 30% + 4% Cess and NIFTY BHARAT Bond Index - April 2033 taxed at 20% post indexation + 4% cess. Assumed rate of return for traditional investment taken as SBI Fixed Deposit rates for tenure between 5-10 yrs and amount < ₹ 2 cr effective since Oct 28, 2022. Assumed rate of return for the index is the YTM as of 30th November 2022. Above is only for illustration purposes, assuming allotment date of 12th December 2022 as the start date for the above. Please consult your TAX Advisor before making any investment.

Watch these videos to learn more about BHARAT Bond ETF - April 2033

Product literature

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Frequently asked question about BHARAT Bond ETF

  • Minimum investment amount for the fund is ₹1000/- and in multiples of ₹1/- thereafter.
    Your money will be invested in bonds issued by CPSEs/CPSUs/CPFIs and other government organizations of AAA credit rating. These bonds are chosen such that their maturity co-terminates (as closely as possible) with the maturity of the fund.

    Investing in any fixed-income security has four major risks - price risk, credit risk, reinvestment risk, and liquidity risk. The fund mitigates these risks in the following manner:

    • Price risk - This product has a target maturity and if you hold your investments till maturity, the price fluctuation in the underlying bonds caused by market movements is diminished. However, if you withdraw/redeem before maturity, price risk will remain.
    • Credit risk - Each bond issuer is a Government of India's public sector enterprise with a credit rating of AAA. They are expected to meet their payment obligations in a timely manner thereby reducing risk of default.
    • Reinvestment risk - Coupons/interest received by the fund are reinvested in the similar underlying assets as that of the index/portfolio.
    • Liquidity risk - We have appointed a market maker to provide liquidity on the exchanges (NSE). Hence, you can buy/sell your units on exchange (NSE) anytime during trading hours.
    There is no lock-in period. You can sell your ETF units like you buy/ sell your shares through your trading &demat account. However, in case of Fund of Funds (FOF), there is an exit load of 0.10% if you withdraw within 30 days of investment. After 30 days period, there is no exit load.
  • You can invest in BHARAT Bond ETF through our website by entering your Demat account details or contact your broker. You can invest in BHARAT Bond ETF FOF via the online mode - through www.invest.edelweissmf.com or through the eInvest mobile app and also through the offline mode by filling the application form. Contact your Mutual Fund Distributor to understand more.
    For online investments, Net Banking and UPI are the two preferred modes. For offline investment,you need to submit a cheque along with the completely filled application form. You can also opt for NEFT/RTGS.
    BHARAT Bond ETF invests only in the bonds issued by CPSEs/CPSUs/CPFIs and other government organizations of AAA credit rating. Such bonds have minimal credit risk.

To know more about other target maturity solutions

BHARAT Bond ETF - April 2033

(An open-ended Target Maturity Exchange Traded Bond Fund investing in constituents of Nifty BHARAT Bond Index - April 2033.A relatively high interest rate risk and relatively low credit risk.)

This product is suitable for investors who are seeking*:

  • Income over the target maturity period
  • An open ended Target Maturity Exchange Traded Bond Fund that seeks to track the returns provided by Nifty BHARAT Bond Index - April 2033

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Invest in Public Sector Bonds via Bharat Bond ETF
Invest in Public Sector Bonds via Bharat Bond ETF

BHARAT Bond ETF FOF - April 2033

(An open ended Target Maturity fund of funds scheme investing in BHARAT Bond ETF - April 2033)

This product is suitable for investors who are seeking*:

  • Income over the target maturity period
  • An open ended Target Maturity fund of funds scheme with the primary objective to generate returns by investing in units of BHARAT Bond ETF - April 2033

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Invest in Public Sector Bonds via Bharat Bond ETF
Invest in Public Sector Bonds via Bharat Bond ETF

The investor will bear the recurring expenses of the scheme, in addition to the expenses of the underlying scheme.

Potential Risk Class Matrix for BHARAT Bond ETF – April 2033

A Potential Risk Class matrix consists of parameters based on maximum interest rate risk (measured by Macaulay Duration (MD) of the scheme) and maximum credit risk (measured by Credit Risk Value (CRV) of the scheme).

Credit Risk Relatively Low
(Class A)		 Moderate
(Class B)		 Relatively High
(Class C)
Interest Rate Risk
Relatively Low
(Class I)		      
Moderate
(Class II)		      
Relatively High
(Class II)		 A-III    

MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.