Home› Funds› Bank of India Mid Cap Fund - Direct Plan IDCW

Bank of India Mid Cap Fund - Direct Plan IDCW

Bank of India · Mid Cap
High
₹10.33
Current NAV
25 Jun 2026
15.1%
1Y Return
12.1%
3Y CAGR
14.1%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.11%.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.01).
  • Very large asset base (AUM: ₹10,060 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.51
Sharpe Ratio
0.41
Beta
3.01
Alpha
0.57
Sortino
Fund Details
Fund House Bank of India
Category Mid Cap
AUM ₹10060 Cr
Expense Ratio 0.11%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
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%