FAQ : Bharat 22 ETF

Bharat 22 ETF has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 71.9 38.38 23.52 N/A
Average Rolling Returns(%) 20.24 18.29 14.58 N/A

The Current NAV of Bharat 22 ETF is ₹99.83.

You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark NIFTY 50 returns, as Funds portfolio is significantly different.

Bharat 22 ETF fund’s expense ratio is 0.07%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Bharat 22 ETF is currently ₹16,624 Crores.

The Top three stocks are Larsen & Toubro, NTPC and ITC and account for 35% of its portfolio. Top 5 and 10 stocks of fund account for 51% and 82% of fund’s portfolio respectively.

Top three sectors of Bharat 22 ETF fund are Construction & Infrastructure, BFSI and Oil & Gas accounting for 73% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a ETFs - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Bharat 22 ETF Fund is ETFs - Other.

Nishit Patel and Priya Shridhar manage the Bharat 22 ETF Fund.

Bharat 22 ETF current PE ratio is 20.86 and PB ratio is 3.61

The asset allocation of Bharat 22 ETF is Stocks : 99.69%, Debt : 0.31% and Gold : 0%

The minimum SIP amount for Bharat 22 ETF is N/A and minimum lumpsum is ₹5000.00

The exit load for Bharat 22 ETF is Nil

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