BHARAT 22 ETF
Get the latest NAV of BHARAT 22 ETF. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹124.34
▲0.2%1D
NAV as on 06 May 2026
15.82%/per year
Since Inception
▲▼
BHARAT 22 ETF Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (06-May-26)
The fund has consistently outperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
BHARAT 22 ETF Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
BHARAT 22 ETF Asset Allocation
See fund asset allocation details as on (13-Apr-26)
Fund Distribution
as on (13-Apr-26)
BHARAT 22 ETF Sector Allocation
See fund sector allocation details as on (13-Apr-26)
Sector Allocation
Top 3 Sectors in March were Financial Services, Industrial & Utilities
Utilities
23%
Financial Services
19%
Industrial
19%
Financial Services
23%
Industrial
22%
Utilities
20%
BHARAT 22 ETF Holdings Details
as on (30-Apr-26)
BHARAT 22 ETF Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.07% |
Benchmark | BSE Bharat 22 TR INR |
| AUM | ₹9797 Cr |
| Inception Date | 24 November, 2017 |
| Min Lumpsum/SIP | --/-- |
| Exit Load | 0% |
| Lock In | No Lock-in |
TurnOver | 11.12% |
| Risk |   Very High Risk |
About BHARAT 22 ETF
BHARAT 22 ETF is an equity fund. This fund was started on 24 November, 2017. The fund is managed by Ashwini Shinde, Nishit Patel, Venus Ahuja, Ajaykumar Solanki. The fund could potentially beat inflation in the long-run.
Key Parameters
- BHARAT 22 ETF has ₹9797 Cr worth of assets under management (AUM) as on Apr 2026 and is more than category average.
- The fund has an expense ratio 0.1.
Returns
BHARAT 22 ETF has given a CAGR return of 15.82% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 18.36%, 25.47% and 28.01% respectively.
Holdings
BHARAT 22 ETF has allocated its funds majorly in Cash Equivalent, Utilities, Financial Services, Industrial, Energy, Consumer Defensive, Basic Materials. Its top holdings are ITC Ltd, Larsen & Toubro Ltd, NTPC Ltd, State Bank of India, Power Grid Corp Of India Ltd
Taxation
As it is a equity - other mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of BHARAT 22 ETF
The investment objective of the Scheme is to invest in constituents of the underlying Index in the same proportion as in the underlying Index, and endeavor to provide returns before expenses, which closely correspond to the total returns of the underlying Index. However, the performance of the Scheme may differ from that of underlying index due to tracking error. There can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 0.00 and for SIP is INR 0.00. BHARAT 22 ETF has no lock in period.
Fund Manager
Ashwini Shinde
Fund Manager of BHARAT 22 ETF, since 18 December 2024
Nishit Patel
Fund Manager of BHARAT 22 ETF, since 18 January 2021
Venus Ahuja
Fund Manager of BHARAT 22 ETF, since 1 November 2025
Ajaykumar Solanki
Fund Manager of BHARAT 22 ETF, since 1 February 2024
- AUM of the fund stands at 9.8K Cr as of Mar'26
- AUM decreased by 1.9K Cr between Mar'26 and Feb'26
Frequently Asked Questions for BHARAT 22 ETF
How do I invest in BHARAT 22 ETF?
- Download the INDmoney app.
- Search for ‘BHARAT 22 ETF’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.