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MF_148980

BANK OF INDIA Large Cap Fund Direct Plan Growth

Equity Scheme - Large Cap Fund

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End Amount
₹17,027.03
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
10.49%
MF_148980 Return
Benchmark CAGR
8.75%
Nifty 50
Inflation Adj. CAGR
5.63%
Real Annualized Return
Alpha
0.03
Excess Return vs Benchmark
Beta
1.05
Volatility vs Benchmark
Sharpe Ratio
0.38
Risk-Adjusted Return
Sortino Ratio
0.59
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 57% 20% 15%
60 days 59% 14% 11%
90 days 58% 13% 9%
180 days 56% 11% 7%
1Yr 52% 10% 5%
3Yr 99% 3% 0%
5Yr 100% 2% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period BANK OF INDIA Large Cap Fund Direct Plan Growth Nifty 50
30 days -23.0% | -65.7% | 16.1% | 202.1% 26.6% | -58.6% | 10.3% | 163.2%
60 days -30.8% | -49.9% | 13.2% | 117.2% -23.0% | -41.5% | 8.1% | 97.0%
90 days -21.2% | -38.6% | 12.7% | 92.1% -25.0% | -31.5% | 10.0% | 67.4%
1 Year -2.8% | -6.3% | 7.6% | 47.8% -10.0% | -6.8% | 8.9% | 30.9%
3 Years 11.8% | 11.2% | 15.8% | 20.8% 7.7% | 6.4% | 13.0% | 18.0%
5 Years 8.3% | 7.7% | 10.4% | 12.2% 6.4% | 5.6% | 8.4% | 10.4%
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) 4 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Oct. 18, 2021 July 6, 2023 626 days 23% Nifty 50: 16% 11832 9159 11862
Sept. 27, 2024 Feb. 7, 2026 498 days 21% Nifty 50: 15% 17868 14144 17898
Feb. 18, 2026 Aug. 1, 2026 164 days 13% Nifty 50: 14% 18038 15686 18058
Aug. 25, 2026 Oct. 30, 2026 66 days 9% Nifty 50: 9% 18218 16627 17027