FundLens
55
ELSS (Tax Saver)Hold

Bank Of India ELSS Tax Saver

Bank of India · Direct–Growth · rank #16 of 38 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
6.4%
+3.4% vs index
3 Years
13.8%
+2.3% vs index
5 Years
11.8%
+1.4% vs index
Since launch
16.7%

Year-by-year performance

last entry = YTD
2021
+42.9%
2022
-0.1%
2023
+36.2%
2024
+22.9%
2025
-2.4%
2026
+3.2%

Why this score

Bank Of India ELSS Tax Saver scores 55/100 — #16 of 38 ELSS (Tax Saver) fund (Hold). It stands out for 3y return and sharpe ratio — beating 69% of peers on 3y return. The main drag is its volatility (better than only 12% of peers).

Each bar shows the fund's percentile vs ELSS (Tax Saver) peers — a longer bar beats more of the category.

3Y return13.82% · 69th percentile in category
Volatility17.97 · 12th percentile in category
Sharpe ratio0.64 · 66th percentile in category
Alpha1.81 · 69th percentile in category
1Y return6.38% · 72nd percentile in category
Expense ratio1.03% · 59th percentile in category

Top holdings

top 5 = 19.6% of portfolio
1.State Bank of India5.26%
2.ICICI Bank Ltd4.53%
3.Hindustan Aeronautics Ltd3.66%
4.Bharti Airtel Ltd3.32%
5.UNO Minda Ltd2.8%

53 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

Other ELSS (Tax Saver) funds