Bank of India Mutual Fund Debt Credit Risk Fund
Expense Ratio
1.12%
AUM
₹29.27 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High

Performance Analysis

NAV trends and returns overview

Returns Performance

Compound Annual Growth Rate (CAGR) across different periods
1 Month
+85.27%
Excellent
6 Months
+16.88%
Excellent
1 Year
+12.01%
Average
3 Years
+8.04%
Below Average
5 Years
+27.53%
Excellent

AUM Growth Analysis

Assets under management trends and growth patterns

Quarterly AUM Trend

Last 20 quarters

AUM Metrics

Key indicators

Current AUM
₹29.27 Cr
Recent Trend
Declining
Stability Score
16.5
Growth Assessment
Significant Decline

Growth Performance

Historical returns

1Y
Annual Growth
-15.38%
3Y
3Y CAGR
-38.88%
5Y
5Y CAGR
+50.15%

Growth Assessment: Significant Decline

• Significant outflows require attention

• Low liquidity risk with stable flows

Risk Analysis

Volatility metrics and risk assessment indicators

Risk level: Very High - High volatility with substantial price swings
Volatility
54.20%
Annualized standard deviation
Sharpe Ratio
0.395
Poor - Risk-adjusted return
Max Drawdown
-0.50%
Low - Worst decline
Consistency
97.6%
Performance consistency

Volatility Breakdown

Daily Volatility
3.41%
Average daily price movement
Annualized Volatility
54.20%
Expected annual price range

Risk Assessment Guide

Volatility: Higher volatility means greater price fluctuations and investment risk

Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)

Max Drawdown: Shows the largest peak-to-trough decline in value

Consistency: Higher percentages indicate more predictable performance