Mutual Funds

BANK OF INDIA Ultra Short Duration Fund- Direct Plan- Growth

Bank of India Mutual FundUltra Short DurationLow Risk
₹3,492.28+1.73 (+0.05%)

NAV as on 2026-07-17 · Debt · Ultra Short Duration

AUM

₹148 Cr

1Y Return

+6.3%

3Y CAGR

+6.9%

5Y CAGR

+6.1%

Expense

0.44%

Risk

Low

BANK OF INDIA Ultra Short Duration Fund- Direct Plan- Growth
₹3,492.28+0.05%

1Y Return

+6.3%

3Y CAGR

+6.9%

5Y CAGR

+6.1%

Since Inception

+7.3%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹3,285.28
₹3,492.28

100% from 52W low

Fund Information

Ultra Short DurationDebtSince 03-01-2013

Fund House

Bank of India Mutual Fund

Category

Debt - Ultra Short Duration

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Cash81.8%
Other0.3%

Market Cap Split

Top Holdings

24 stocks
Weight1M Change
1

HDFC Bank Limited

18.57%+100.0%
2

Power Finance Corporation Limited

18.42%0.0%
3

Rec Limited

14.82%-10.0%
4

Manappuram Finance Limited

14.49%0.0%
5

Bank Of Baroda

14.39%+15.0%
6

Indian Bank

13.04%0.0%
7

Au Small Finance Bank Limited (18/09/2026) ** #

12.77%0.0%
8

Small Industries Development Bank Of India

12.43%0.0%
9

Union Bank Of India

12.04%+48.0%
10

28/05/2026 Maturing 182 DTB

9.89%0.0%

Risk Metrics (3Y)

Sharpe Ratio

0.97

Cat avg: 0.64

Sortino Ratio

2.35

Cat avg: 2.10

Beta

1.11

Cat avg: 0.99

Std Deviation

0.40%

Cat avg: 0.57%

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Bank of India Ultra S/D Dir Gr1480.44+6.3%+6.9%+6.1%
Aditya BSL Savings Dir Gr17,8160.26+6.5%+7.5%+6.7%
HDFC Ultra S/T Fund Dir Gr15,9500.39+6.3%+7.2%+6.5%
ICICI Pru Ultra Short Term Dir Gr14,3520.34+6.6%+7.4%+6.7%
Kotak Savings Fund Dir Gr14,1810.37+6.4%+7.2%+6.5%
SBI Ultra Short Dur Dir Gr11,4080.35+6.3%+7.2%+6.4%
Nippon India U/ST Duration Dir Gr10,2000.33+6.8%+7.6%+6.9%
Tata Ultra Short Term Dir Gr5,2670.25+6.8%+7.5%+6.7%
Axis Ultra Short Dur Fd Dir Gr4,9490.39+6.6%+7.4%+6.7%
Bandhan Ultra Short Dur Dir Gr4,0990.23+6.3%+7.2%+6.3%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹148 Cr
Expense Ratio0.44%
Volatility (3Y)0.4%
Sharpe Ratio0.97
Sortino Ratio2.35
Beta1.11
Min SIP₹500
Min Lumpsum₹5,000
Holdings21

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Low risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.