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MF_151443

Bank of India Multi Cap Fund Direct Plan - Growth

Equity Scheme - Multi Cap Fund

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End Amount
₹19,670.33
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
20.33%
MF_151443 Return
Benchmark CAGR
8.77%
Nifty 50
Inflation Adj. CAGR
15.68%
Real Annualized Return
Alpha
0.12
Excess Return vs Benchmark
Beta
1.04
Volatility vs Benchmark
Sharpe Ratio
0.98
Risk-Adjusted Return
Sortino Ratio
1.69
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 68% 36% 21%
60 days 77% 23% 10%
90 days 79% 21% 9%
180 days 81% 18% 7%
1Yr 69% 15% 3%
3Yr 100% 11% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Bank of India Multi Cap Fund Direct Plan - Growth Nifty 50
30 days -25.8% | -61.1% | 29.8% | 193.5% 26.6% | -54.2% | 12.0% | 146.1%
60 days -31.6% | -47.9% | 28.5% | 111.0% -23.0% | -41.3% | 11.2% | 88.1%
90 days -19.3% | -36.3% | 26.3% | 93.7% -25.0% | -32.2% | 12.0% | 59.7%
1 Year 3.5% | -2.7% | 12.1% | 54.6% -10.0% | -8.7% | 8.6% | 31.3%
3 Years 16.7% | 16.1% | 20.6% | 23.4% 7.7% | 5.9% | 9.2% | 12.7%
5 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
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) 5 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Oct. 17, 2023 Nov. 8, 2023 22 days 6% Nifty 50: 5% 12847 12098 12847
March 4, 2024 April 2, 2024 29 days 7% Nifty 50: 3% 15534 14476 15584
Sept. 27, 2024 Oct. 25, 2025 393 days 20% Nifty 50: 15% 18891 15055 18941
Jan. 2, 2026 May 1, 2026 119 days 12% Nifty 50: 15% 19461 17183 19491
Aug. 26, 2026 Oct. 30, 2026 65 days 9% Nifty 50: 8% 20969 19181 19670