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Bank of India ELSS Tax Saver - Direct (G)
Summary Info
Fund Name Bank of India Mutual Fund
Scheme Name Bank of India ELSS Tax Saver - Direct (G)
AMC Bank of India Mutual Fund
Type Open
Category Equity - Tax Planning
Launch Date 01-Jan-13
Fund Manager Alok Singh
Net Assets(Rs. cr) 1373.70
NAV Details
NAV Date 13-Feb-26
NAV (Rs) 187.96
Buy/Repurchase Price (Rs) 0.00
Sell/Resale Price (Rs) 0.00
Entry Load % NIL
Exit Load % Nil
NAV Graph
Latest Payouts
  Dividends Bonus
Ratio NA NA
Record Date NA NA
Investment Details
Tax Benefits NA
Min. Investment(Rs) 500
Increm.Investment(Rs) 500
Performance Date :13-Feb-26
  1 Week (%) 1 Month (%) 3 Month (%) 6 Month (%) 1 Year (%) 3 Year (%) 5 Year (%) Since INC (%)
Scheme Return 0.59 2.21 -0.92 3.99 11.83 18.84 16.59 17.17
Category Avg -0.22 -0.69 -2.41 1.52 10.71 17.51 15.88 14.74
Category Best 1.18 2.21 0.72 7.27 18.23 24.53 23.57 22.85
Category Worst -4.21 -6.51 -7.01 -7.17 0.89 6.70 9.08 6.55
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movements in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] TR [%]
1.2101 4.6913 0.7448 4.6177 0.0179
Asset Allocation
Holdings 31-Jan-26
Company Name % Hold
SBI 5.21
Hind.Aeronautics 3.53
ICICI Bank 3.50
Vedanta 3.47
Bharti Airtel 3.37
Acutaas Chemical 3.08
HDFC Bank 2.96
Indian Bank 2.75
ITC 2.63
Coromandel Inter 2.61
NTPC 2.47
Ambuja Cements 2.30
HEG 2.29
Reliance Industr 2.29
Adani Ports 2.21
Uno Minda 2.15
Bank of Baroda 2.11
Swan Corp 2.00
LG Electronics 1.93
Tata Steel 1.90
Bharat Electron 1.89
Coforge 1.83
Dr Reddy's Labs 1.77
Tata Motors 1.71
Prudent Corp. 1.58
Quality Power El 1.57
Kotak Mah. Bank 1.49
SBI Cards 1.31
ICICI AMC 1.28
Triven.Engg.Ind. 1.22
Bharat Forge 1.21
Balrampur Chini 1.18
Zaggle Prepaid 1.16
ZF Commercial 1.08
Inox India 1.04
Deepak Nitrite 1.00
SBI Life Insuran 1.00
K P R Mill Ltd 0.97
Tata Power Co. 0.96
Titagarh Rail 0.90
Siemens Ener.Ind 0.87
NTPC Green Ene. 0.85
Canara Bank 0.64
CMS Info Systems 0.63
Infosys 0.61
Siemens 0.45
Varun Beverages 0.34
B H E L 0.19
DLF 0.12
Advanced Enzyme 0.08
Interglobe Aviat 0.03
Jupiter Wagons 0.03
Hyundai Motor I 0.03
TBILL-364D 0.12
TREPS 4.78
Net CA & Others 7.62
N A B A R D 0.85
Union Bank (I) 0.85
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