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

Bank of India · Mid Cap
High
₹25.60
Current NAV
23 Oct 2026
-4.5%
1Y Return
10.9%
3Y CAGR
8.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.88).
  • Generates significant excess returns relative to benchmark index (Alpha: 3.38).
  • Well-diversified portfolio aligned with the Mid Cap mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (1.98%) which can affect compounding over long horizons.
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
1.88
Sharpe Ratio
1.18
Beta
3.38
Alpha
2.41
Sortino
Fund Details
Fund House Bank of India
Category Mid Cap
AUM ₹2430 Cr
Expense Ratio 1.98%
Min SIP ₹500
Min Lumpsum ₹1000
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