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MF_119350

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

Equity Scheme - Large & Mid Cap Fund

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End Amount
₹55,604.10
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
13.20%
MF_119350 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
7.97%
Real Annualized Return
Alpha
0.02
Excess Return vs Benchmark
Beta
0.97
Volatility vs Benchmark
Sharpe Ratio
0.49
Risk-Adjusted Return
Sortino Ratio
0.72
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 56% 23% 21%
60 days 59% 15% 14%
90 days 61% 12% 12%
180 days 64% 9% 9%
1Yr 69% 6% 7%
3Yr 69% 4% 4%
5Yr 44% 4% 2%
7Yr 44% 2% 1%
10Yr 100% 1% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period BANK OF INDIA Large & Mid Cap Fund Direct Plan-Growth Nifty 50
30 days -10.0% | -67.4% | 20.4% | 195.6% 26.6% | -61.9% | 14.2% | 180.7%
60 days -32.5% | -54.4% | 21.5% | 128.4% -23.0% | -45.3% | 16.7% | 120.0%
90 days -21.3% | -49.1% | 18.7% | 101.3% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -1.0% | -15.5% | 13.0% | 60.3% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 13.2% | -0.2% | 15.2% | 25.2% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 10.4% | 3.6% | 13.5% | 24.7% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 15.3% | 9.0% | 13.1% | 17.8% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 12.7% | 11.6% | 14.1% | 16.1% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 19 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 15, 2013 Oct. 10, 2013 268 days 13% Nifty 50: 12% 10022 8749 10038
Jan. 23, 2014 March 5, 2014 41 days 5% Nifty 50: 5% 10674 10140 10717
July 7, 2014 Aug. 15, 2014 39 days 5% Nifty 50: 4% 13635 12907 13851
Sept. 8, 2014 Oct. 31, 2014 53 days 5% Nifty 50: 5% 14649 13894 14881
Dec. 4, 2014 Jan. 20, 2015 47 days 6% Nifty 50: 6% 15620 14633 15766
March 3, 2015 Aug. 6, 2016 522 days 21% Nifty 50: 22% 16375 12923 16402
Oct. 5, 2016 March 16, 2017 162 days 14% Nifty 50: 9% 17077 14752 17104
May 16, 2017 June 3, 2017 18 days 5% Nifty 50: 2% 18463 17497 18463
Sept. 18, 2017 Oct. 14, 2017 26 days 6% Nifty 50: 4% 20437 19132 20475
Jan. 8, 2018 Nov. 18, 2020 1045 days 38% Nifty 50: 26% 22999 14293 23047
Jan. 11, 2021 Feb. 6, 2021 26 days 6% Nifty 50: 6% 25852 24186 25933
Oct. 18, 2021 Jan. 15, 2022 89 days 9% Nifty 50: 10% 34876 31667 34908
Jan. 17, 2022 Nov. 26, 2022 313 days 20% Nifty 50: 16% 34908 28058 34941
Dec. 14, 2022 June 6, 2023 174 days 9% Nifty 50: 9% 35458 32249 35572
Sept. 11, 2023 Nov. 11, 2023 61 days 7% Nifty 50: 6% 40167 37476 40178
March 4, 2024 April 1, 2024 28 days 5% Nifty 50: 3% 48333 45750 48474
Aug. 30, 2024 Jan. 2, 2026 490 days 21% Nifty 50: 12% 57589 45383 57923
Jan. 2, 2026 June 20, 2026 169 days 12% Nifty 50: 15% 57923 51251 58020
Aug. 26, 2026 Oct. 30, 2026 65 days 9% Nifty 50: 8% 59498 54029 55604