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OmniAsset › Mutual funds › Bank of India Business Cycle Fund

Bank of India Business Cycle Fund

Sectoral / Thematic fund benchmarked to NIFTY 500 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 20269.96
CategorySectoral / Thematic
PlanDirect · Idcw
Launched9 Aug 2024
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1NIFTY 500 TRI
Expense ratiodirect plan, a year1.36%
AUM₹0.27 Cr
Growth of ₹10,000₹9,9402 Sep 2024 to 2 Sep 2026
₹10,429₹9,775₹9,121₹8,467₹7,814Sep 2024Mar 2025Sep 2025Mar 2026Sep 2026
₹9,940 (-0.3% a year) Bank of India Business Cycle Fund

Performance (trailing, annualised)

1Y annualised8.62%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,29,93715.64%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 2025-7.51%

Rolling returns

Rolling 1Y · average52 windows since 2 Sep 20250.08%
Rolling 1Y · median0.60%
Rolling 1Y · worst window-13.19%
Rolling 1Y · best window12.04%
Rolling 1Y · windows positive52%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)15.70%
Downside deviation (3Y)11.57%
Maximum drawdown-25.21%

Management

Fund managerMr. Alok Singh
Managing since30 Aug 2024

Related

Source: the OmniAsset signed reference snapshot, as of 3 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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