Home Funds BANK OF INDIA Large & Mid Cap Fund Eco Plan- Growt

BANK OF INDIA Large & Mid Cap Fund Eco Plan- Growth

Bank of India · Mid Cap
High
₹101.95
Current NAV
25 Jun 2026
35.5%
1Y Return
12.5%
3Y CAGR
19.5%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.85%.
  • Very large asset base (AUM: ₹14,600 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.

Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.

Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.05
Sharpe Ratio
1.25
Beta
1.05
Alpha
1.42
Sortino
Fund Details
Fund House Bank of India
Category Mid Cap
AUM ₹14600 Cr
Expense Ratio 0.85%
Min SIP ₹500
Min Lumpsum ₹1000
Similar Funds in Mid Cap
Bajaj Finserv Large and Mid Cap Fund- Direct Plan- Growth
Bajaj Finserv Large and Mid Cap
₹12.63 44.9%
HDFC Mid Cap Fund - Growth Plan
HDFC
₹204.86 44.9%
SBI Midcap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
SBI
₹98.41 44.9%
CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - IDCW (Payout/Reinvestment)
Canara Robeco
₹81.49 44.8%