Home Funds BANK OF INDIA Large & Mid Cap Fund Regular Plan-Bo

BANK OF INDIA Large & Mid Cap Fund Regular Plan-Bonus

Bank of India · Mid Cap
High
₹92.10
Current NAV
25 Jun 2026
19.4%
1Y Return
16.4%
3Y CAGR
18.4%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.84%.
  • Very large asset base (AUM: ₹17,990 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
0.94
Sharpe Ratio
0.84
Beta
1.44
Alpha
1.17
Sortino
Fund Details
Fund House Bank of India
Category Mid Cap
AUM ₹17990 Cr
Expense Ratio 0.84%
Min SIP ₹500
Min Lumpsum ₹1000
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