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Bank of India Mutual Fund

Bank of India Short Term Fund

Bank of India Mutual Fund · Direct plan · Growth

3-year returns
7.6%
a year
NAV
₹31.10
▲ 0.03% · 18 Sept 2026
Fund size
₹260 Cr
Expense ratio
0.45%
a year
Minimum SIP
₹1,000

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹28.41 and has returned 7.04% a year over 3 years.

Returns, and where it stands

Against the average short duration fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year5.4%5.6%behind14 of 22
3 years7.6%7.4%ahead6 of 22
5 years10.8%6.7%ahead1 of 20
10 years5.8%7%behind16 of 16
Every period, and the Regular plan →
PeriodDirectRegular
1 month0.2%0.1%
3 months1.4%1.3%
6 months3%2.7%
1 year5.4%4.8%
2 yearsp.a.7.7%7.1%
3 yearsp.a.7.6%7%
5 yearsp.a.10.8%10.3%
7 yearsp.a.8.4%7.8%
10 yearsp.a.5.8%5.2%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Sept 2016.

Plan

NAV history

▲ 5.45% in the last 1Y

29.530.331.118 Sept 202520 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,80,000
Gain
₹20,432
XIRR (per year)
7.13%
Value today
₹2,00,432

36 monthly instalments from 22 Sept 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
1.5% a year
about the same as the short duration fund average
Worst fall so far
−19.8%
Jun 2019 to Apr 2020, against −3.2% for the category.
Years that made money
82.4%
Of every one-year stretch it has been through.
Over any three years
-4% to 14.7%
A year, at worst and at best. Typically 5.5%.

Fund details

Minimum lumpsum
₹5,000
Minimum top-up
₹1,000
Lock-in
None
Plan started
1 Jan 2013
Expense ratio
0.45%
as of 31 Jul 2026

Managed by Mithraem Bharucha

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

Bank of India Short Term Fund against other funds in the Short Duration Fund category
Fund1Y3Y5YExpenseFund size
ICICI Prudential Short Term Fund6.27%7.78%7.13%0.45%₹19,403 Cr
Axis Short Term Fund5.96%7.75%6.78%0.4%₹7,501 Cr
Bandhan Short Term Fund6.29%7.72%6.49%0.36%₹9,287 Cr
Mahindra Manulife Short Term Fund5.94%7.7%6.63%0.33%₹81 Cr
Nippon India Short Term Fund5.8%7.68%6.68%0.39%₹6,557 Cr
Bank of India Short Term Fund5.45%7.64%10.82%0.45%₹260 Cr
Aditya Birla Sun Life Short Term Fund5.91%7.62%6.84%0.3%₹5,782 Cr

About Bank of India Short Term Fund

Bank of India Short Term Fund is a short duration fund managed by Bank of India Mutual Fund. Debt funds with a portfolio duration of 1 to 3 years.

The Scheme seeks to generate income and capital appreciation by investing in a diversified portfolio of debt and money market securities. However, there can be no assurance that the income can be generated, regular or otherwise, or the investment objectives of the Scheme will be realized.

The scheme's stated objective, as published by Bank of India Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

Gains on debt fund units bought on or after 1 April 2023 are added to your income and taxed at your slab rate, however long you hold them. Units bought before that date follow the older long-term rules.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹31.1046119382
DirectMonthly IDCW₹15.1225119383
DirectQuarterly IDCW₹14.3393119384
RegularGrowth₹28.4121111585
RegularMonthly IDCW₹14.5797111589
RegularQuarterly IDCW₹14.3677111590

Frequently asked questions

What is the NAV of Bank of India Short Term Fund today?

The NAV of Bank of India Short Term Fund (Direct plan, Growth) is ₹31.1046 and the Regular plan NAV is ₹28.4121, as of 18 Sept 2026.

What returns has Bank of India Short Term Fund given?

Over the last year the Direct plan returned 5.45%, and 7.64% a year over 3 years and 10.82% a year over 5 years. That places it 6 of 22 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of Bank of India Short Term Fund?

The Direct plan charges 0.45% a year, as disclosed on 31 Jul 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in Bank of India Short Term Fund?

You can start a monthly SIP with ₹1,000, or invest a lump sum of ₹5,000 or more.

How much has Bank of India Short Term Fund fallen in the past?

Its deepest fall was 19.8% from 6 Jun 2019 to 24 Apr 2020. Of every one-year stretch in its history, 82% ended in a gain.

Which category does Bank of India Short Term Fund belong to?

It is a Short Duration Fund from Bank of India Mutual Fund. Debt funds with a portfolio duration of 1 to 3 years.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from Bank of India Short Term Fund taxed?

Gains on debt fund units bought on or after 1 April 2023 are added to your income and taxed at your slab rate, however long you hold them. Units bought before that date follow the older long-term rules.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.