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DebtUltra Short Duration FundDirect · Growth

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

Bank of India · Scheme 119379

3,513.74 0.01%NAV · 2026-09-18
70
Decent FundScore
Start SIP
AUM
₹168 cr
Expense ratio
0.45%
3Y CAGR
6.9%
Risk level
Low
Min SIP
₹1,000
Benchmark
CRISIL Ultra Short Duration Debt Index
Fund manager: Piyush BaranwalExit load: Nil
Decent · 70/100

A solid option with a few areas worth a closer look.

🎯 Suited to short-to-medium horizons and investors wanting stability over growth.

📈 Why it could do well

  • Very consistent — delivers dependably across market cycles, ideal for SIPs.
  • Excellent risk-adjusted returns (Sharpe 1.56) — reward isn't just from taking more risk.
  • Protects capital well — worst-ever fall was only 1%.
  • Low volatility (1% a year) — a steady, low-drama ride.
  • Low cost — 0.45% expense ratio means more of the return stays with you.
  • Positive 3Y windows: 100% of rolling 3Y windows positive

📉 What could drag it down

  • 3Y CAGR: +6.9%
  • 5Y CAGR: +6.2%

FundScore breakdown

70/100 · Decent
How it works →
29
Returns
Weak
84
Consistency
Excellent
75
Risk-adjusted
Strong
100
Downside protection
Excellent
83
Cost efficiency
Excellent
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.