Bank of India Ultra Short Duration Fund
Direct · Growth ₹3513.74
18 Aug 2026
NAV
7.0%
3Y CAGR
6.8%
5Y CAGR
7.0%
10Y CAGR
7.0%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
1.79
Sharpe
-0.8%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.52%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.39 L | 7.2% | 2.9% | 10.6% |
| 3 Years | ₹36.00 L | ₹39.83 L | 6.9% | 3.7% | 9.5% |
| 5 Years | ₹60.00 L | ₹70.30 L | 6.6% | 4.8% | 9.0% |
| 7 Years | ₹84.00 L | ₹1.04 Cr | 6.3% | 5.5% | 8.5% |
| 10 Years | ₹1.20 Cr | ₹1.65 Cr | 6.3% | 6.1% | 6.4% |
| 12 Years | ₹1.44 Cr | ₹2.15 Cr | 6.5% | 6.4% | 6.6% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 7.2% | 6.8% |
| 3 Years | 6.9% | 6.6% |
| 5 Years | 6.6% | 6.5% |
| 7 Years | 6.3% | 6.4% |
| 10 Years | 6.3% | 6.3% |
| 12 Years | 6.5% | 6.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 7.3% | 7.4% | 3.2% | 11.0% | 0.39 | 0.67 | 100% | — | — |
| 3 Years | 7.0% | 7.0% | 4.3% | 9.8% | 0.32 | 0.61 | 100% | — | — |
| 5 Years | 6.8% | 6.1% | 5.3% | 9.2% | 0.24 | 0.53 | 100% | — | — |
| 10 Years | 7.0% | 6.9% | 6.5% | 7.4% | 1.79 | — | 100% | — | — |
-0.8%
Max Drawdown
0 mo
Drawdown Duration
0 mo
Recovery Time
-0.0%
Avg Drawdown
Calmar Ratio by Duration
9.48
1Y
9.21
3Y
8.94
5Y
8.94
7Y
9.11
10Y
9.39
12Y