Bank of India Short Term Fund - Direct Plan has delivered 15.25% absolute return over the last 5 years.
The average return for Short Duration funds is 36.25% .
This fund ranks #22 in its category based on 5-year returns.
The largest portfolio holding is 690% LIC HOUSING FINANCE LTD 17 09 2027 with a portfolio weight of 7.42% .
The fund currently owns more than 30 stocks.
The top 10 holdings account for 56.99% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 10.06% | 3.96% |
| 2 Year Return | 24.92% | 10.60% |
| 3 Year Return | 65.34% | 18.11% |
| 4 Year Return | 74.74% | 26.83% |
| 5 Year Return | 47.77% | 36.25% |
| 6 Year Return | 60.85% | 46.67% |
| 7 Year Return | 87.47% | 59.31% |
| Expense Ratio | 0.45% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
7.42%
|
||
| 2 |
7.31%
|
||
| 3 |
7.16%
|
||
| 4 |
6.53%
|
||
| 5 |
5.63%
|
||
| 6 |
5.39%
|
||
| 7 |
5.29%
|
||
| 8 |
4.47%
|
||
| 9 |
4.03%
|
||
| 10 |
3.76%
|
||
| 11 |
3.75%
|
||
| 12 |
3.75%
|
AMC: BANKOFINDIA
Category: Debt • Short Duration
Launch Date: 01 Jan 2013
Fund Manager: Mr. Mithraem Bharucha
Minimum Purchase: ₹5,000
Exit Load:
Lock-in: 1
Risk: Low Risk
Bank of India Short Term Fund - Direct Plan is managed by BANKOFINDIA and belongs to the Debt category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
View Similar Funds