Bank of India ELSS Tax Saver - Direct (G) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Bank of India ELSS Tax Saver - Direct (G) (17625) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Bank of India ELSS Tax Saver - Direct (G)
Bank of India Investment Managers Private Ltd
To generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities across all market capitalisations. The Scheme is in the nature of diversified multi-cap fund. The Scheme is not providing any assured or guaranteed returns.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
Low Expense Ratio
Portfolio Mix
Equity Focused
Management
Experienced Team
Quality Score
Average Quality
Bank of India ELSS Tax Saver - Direct (G) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Management Stability
Fund manager experience
Equity Exposure
Market exposure level
Long-term Track Record
Historical performance consistency
Cost Efficiency
Fund management costs
1-Year Returns
Recent performance momentum
Alpha Generation
Outperformance vs benchmark
Fund Size
Assets under management
Risk Assessment
Risk-adjusted returns
Investment Timing Insights
3Y Performance Comparison
This fund has outperformed its benchmark by 3.76% over the 3Y period.
See how your money can grow and compare with popular investment options
Your Investment
Compare With Popular Options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Sector | % Assets |
|---|---|---|
| Vedanta Ltd | Mining & Mineral products | 4.30% |
| Coforge Ltd | IT - Software | 4.10% |
| State Bank of India | Banks | 3.79% |
| Hindustan Aeronautics Ltd | Aerospace & Defence | 3.41% |
| ITC Ltd | Tobacco Products | 3.30% |
| HDFC Bank Ltd | Banks | 3.16% |
| Coromandel International Ltd | Fertilizers | 3.02% |
| Acutaas Chemicals Ltd | Pharmaceuticals | 3.02% |
| Prudent Corporate Advisory Services Ltd | Stock/ Commodity Brokers | 2.77% |
| Ambuja Cements Ltd | Cement | 2.69% |
Sector Breakdown
Compare against ELSS category average
Performance Summary
This comparison shows how the fund performs relative to the ELSS category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in ELSS category
Bank of India ELSS Tax Saver - Direct (G) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Franklin India ELSS Tax Saver Fund - Direct (G) | ₹1672.09 | 12.57% | -2.82% | 19.25% |
| HDFC ELSS Tax Saver Fund - Direct (G) | ₹1575.49 | 15.64% | 2.75% | 22.32% |
| Franklin India ELSS Tax Saver Fund - Regular (G) | ₹1496.80 | 12.13% | -3.58% | 18.28% |
| HDFC ELSS Tax Saver Fund (G) | ₹1456.73 | 15.27% | 2.12% | 21.58% |
| ICICI Pru ELSS Tax Saver Fund - Direct (G) | ₹1066.44 | 16.49% | 0.40% | 16.98% |
| ICICI Pru ELSS Tax Saver Fund - (G) | ₹959.28 | 16.13% | -0.22% | 16.24% |
| Sundaram ELSS Tax Saver Fund - Direct (G) | ₹555.19 | 15.71% | 0.49% | 15.28% |
| Sundaram ELSS Tax Saver Fund - Direct (IDCW-H) | ₹554.62 | 15.71% | 0.49% | 15.27% |
| Sundaram ELSS Tax Saver Fund - Regular (G) | ₹518.69 | 15.41% | -0.04% | 14.65% |
| SBI ELSS Tax Saver Fund - Direct (G) | ₹478.67 | 12.50% | -2.79% | 24.35% |
Category Average Returns
Alok Singh
A seasoned investment professional with over 13 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.