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MF_148404

BANK OF INDIA Flexi Cap Fund Direct Plan -Growth

Equity Scheme - Flexi Cap Fund

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End Amount
₹39,940.24
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
24.44%
MF_148404 Return
Benchmark CAGR
14.69%
Nifty 50
Inflation Adj. CAGR
18.73%
Real Annualized Return
Alpha
0.10
Excess Return vs Benchmark
Beta
0.96
Volatility vs Benchmark
Sharpe Ratio
1.09
Risk-Adjusted Return
Sortino Ratio
2.01
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 64% 41% 25%
60 days 67% 28% 15%
90 days 67% 25% 12%
180 days 73% 20% 7%
1Yr 70% 17% 5%
3Yr 100% 10% 0%
5Yr 100% 9% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period BANK OF INDIA Flexi Cap Fund Direct Plan -Growth Nifty 50
30 days -37.9% | -66.9% | 32.2% | 249.1% 26.6% | -55.3% | 13.7% | 179.4%
60 days -32.4% | -53.5% | 30.9% | 146.9% -23.0% | -40.7% | 14.4% | 119.3%
90 days -17.6% | -40.5% | 29.0% | 115.4% -25.0% | -30.7% | 15.2% | 102.8%
1 Year 1.9% | -4.7% | 16.0% | 73.6% -10.0% | -6.5% | 10.6% | 53.5%
3 Years 18.1% | 17.8% | 24.1% | 30.2% 7.7% | 6.7% | 14.3% | 22.4%
5 Years 14.7% | 14.9% | 20.8% | 29.6% 6.4% | 5.8% | 12.4% | 20.0%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 11 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Sept. 16, 2020 Oct. 10, 2020 24 days 7% Nifty 50: 7% 11743 10906 11773
Jan. 14, 2021 Feb. 4, 2021 21 days 6% Nifty 50: 7% 14392 13576 14392
March 10, 2021 April 7, 2021 28 days 5% Nifty 50: 6% 15269 14502 15319
Oct. 18, 2021 Jan. 4, 2022 78 days 7% Nifty 50: 10% 20817 19313 20966
Jan. 17, 2022 June 3, 2023 502 days 21% Nifty 50: 16% 21494 16912 21494
Sept. 11, 2023 Nov. 9, 2023 59 days 6% Nifty 50: 6% 25259 23705 25319
March 5, 2024 April 1, 2024 27 days 5% Nifty 50: 2% 32072 30309 32669
July 31, 2024 Aug. 30, 2024 30 days 6% Nifty 50: 4% 39243 36803 39402
Sept. 27, 2024 Dec. 3, 2024 67 days 8% Nifty 50: 11% 39641 36345 39781
Dec. 11, 2024 May 7, 2026 512 days 24% Nifty 50: 10% 40169 30637 40438
Aug. 28, 2026 Oct. 30, 2026 63 days 9% Nifty 50: 8% 42739 38994 39940