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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 20269.72
CategorySectoral / Thematic
PlanRegular · Idcw
Launched9 Aug 2024
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1NIFTY 500 TRI
Expense ratiodirect plan, a year2.64%
AUM₹1.61 Cr
Growth of ₹10,000₹9,7012 Sep 2024 to 2 Sep 2026
₹10,399₹9,742₹9,086₹8,430₹7,774Sep 2024Mar 2025Sep 2025Mar 2026Sep 2026
₹9,701 (-1.5% a year) Bank of India Business Cycle Fund

Performance (trailing, annualised)

1Y annualised7.29%

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 ₹1,29,04114.21%

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

Calendar years

Calendar 2025-8.55%

Rolling returns

Rolling 1Y · average52 windows since 2 Sep 2025-1.13%
Rolling 1Y · median-0.60%
Rolling 1Y · worst window-14.19%
Rolling 1Y · best window10.59%
Rolling 1Y · windows positive44%

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

Risk

Volatility (3Y)15.69%
Downside deviation (3Y)11.58%
Maximum drawdown-25.38%

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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