DEBApproved#3 in categoryMODERATE BUY

BHARAT Bond FOF Apr 2031

Edelweiss MF · Dhawal Dalal · benchmarked to CRISIL ST Bond

Prospera Research Engine unknown · Data as of 1 Jan 1970 · Synced 1 Jan 1970Review date unknown, validation required

Prospera VerdictResearched, Not Currently Recommended

Scored 67.2/100 (MODERATE BUY band) and is fully researched, but is not one of Prospera's active recommendations right now, recommendations reflect portfolio construction and capacity decisions beyond the score alone.

Final Score67.2

1Y Return3.7%

3Y CAGR7.0%

5Y CAGR6.1%

AUM₹4.7K Cr

Expense Ratio0.02%

Eligibility: All gates passed

Prospera Research

Score Breakdown

13 weighted parameters, exactly as configured in the Research Engine, 8 qualitative (analyst-scored) plus 5 quantitative (formula-derived), summing to a final score out of 100.

Momentum (7% weight)6.0/10

3–6M price+flow vs benchmark

Consistency (10% weight)9.0/10

3Y/5Y quartile rank stability

Portfolio Quality (11% weight)8.0/10

PE, concentration, churn

Fund Mgr Quality (12% weight)6.0/10

Philosophy, communication, style drift

Valuation Risk (10% weight)8.0/10

Portfolio PE/PB vs category avg

Sector Tailwinds (9% weight)6.0/10

Policy/macro drivers 12-18M

Downside Protection (8% weight)9.0/10

Max DD, Sortino, bear markets

Outperformance Prob. (8% weight)7.0/10

Analyst 12M alpha probability

Mgr Tenure Score (8% weight)2.0/10

Years managing fund → 1-10 score

AMC Quality Score (6% weight)3.0/10

Research depth, AUM scale, compliance

AUM Trend Score (5% weight)6.0/10

Growing=9, Stable=6, Declining=3

Expense Ratio Score (4% weight)10.0/10

Inverse ER — lower cost = higher score

Thesis Strength (2% weight)7.0/10

Analyst 12-24M thesis conviction

Final Score67.2/100

Prospera Research

Analyst Write-Up

A full analyst write-up hasn't been published for this fund yet, only shortlisted funds at the review stage get one. The score breakdown and performance data above are still real and current.

Prospera Research

Risk-Adjusted Performance

3Y AlphaN/A

5Y AlphaN/A

Max Drawdown3.3%

Sharpe (3Y)0.51

Sortino (3Y)0.41

Beta0.07

Alpha Consistency56%

Prospera Research

AMC & Manager Intelligence

Edelweiss MF

A — TIER 2

10-analyst research team · Clean — 0 violations

Growing AMC with genuine product innovation (BHARAT Bond, Edelweiss Mid Cap). Research team small but focused. MC-008 Edelweiss Mid Cap is our upgrade candidate — watching closely for 2 more cycles.