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MF_139527

BANK OF INDIA AGGRESSIVE HYBRID FUND - DIRECT PLAN GROWTH

Hybrid Schemes - Aggressive Hybrid Fund

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End Amount
₹44,363.28
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
15.62%
MF_139527 Return
Benchmark CAGR
11.39%
Nifty 50
Inflation Adj. CAGR
10.38%
Real Annualized Return
Alpha
0.06
Excess Return vs Benchmark
Beta
0.76
Volatility vs Benchmark
Sharpe Ratio
0.63
Risk-Adjusted Return
Sortino Ratio
0.93
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 53% 43% 35%
60 days 54% 30% 23%
90 days 55% 25% 19%
180 days 61% 17% 13%
1Yr 63% 13% 10%
3Yr 74% 7% 5%
5Yr 82% 6% 1%
7Yr 100% 4% 0%
10Yr 100% 4% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period BANK OF INDIA AGGRESSIVE HYBRID FUND - DIRECT PLAN GROWTH Nifty 50
30 days -44.2% | -70.2% | 24.2% | 187.8% 26.6% | -62.4% | 14.5% | 180.6%
60 days -32.7% | -61.0% | 24.5% | 121.5% -23.0% | -48.7% | 16.6% | 124.3%
90 days -14.7% | -45.0% | 20.5% | 99.4% -25.0% | -41.5% | 15.6% | 110.0%
1 Year 6.6% | -17.4% | 14.6% | 74.4% -10.0% | -14.9% | 12.0% | 58.7%
3 Years 15.4% | -1.1% | 20.3% | 30.1% 7.7% | 1.5% | 14.4% | 25.5%
5 Years 13.4% | 10.3% | 18.7% | 29.6% 6.4% | 7.4% | 15.0% | 22.6%
7 Years 20.3% | 14.1% | 17.9% | 22.5% 11.2% | 11.5% | 14.1% | 16.2%
10 Years 15.4% | 15.3% | 16.2% | 16.5% 11.7% | 11.3% | 11.7% | 12.5%
Periods of Negative Return (Drawdowns) 9 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Oct. 25, 2016 Feb. 7, 2017 105 days 10% Nifty 50: 9% 10731 9615 10731
Jan. 15, 2018 Nov. 27, 2020 1047 days 37% Nifty 50: 27% 15331 9714 15429
Oct. 18, 2021 Dec. 28, 2021 71 days 7% Nifty 50: 10% 24847 23149 24867
Jan. 17, 2022 June 20, 2023 519 days 21% Nifty 50: 16% 25962 20385 26032
Oct. 17, 2023 Nov. 8, 2023 22 days 5% Nifty 50: 5% 29852 28342 29882
March 4, 2024 April 1, 2024 28 days 6% Nifty 50: 3% 35044 33011 35291
Aug. 30, 2024 Dec. 3, 2024 95 days 7% Nifty 50: 7% 42399 39289 42646
Dec. 11, 2024 April 18, 2026 493 days 20% Nifty 50: 10% 43129 34501 43179
Sept. 23, 2026 Oct. 30, 2026 37 days 9% Nifty 50: 5% 47759 43653 44363