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MF_152396

Bank of India Multi Asset Allocation Fund-Direct Plan-Growth

Hybrid Scheme - Multi Asset Allocation

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End Amount
₹12,380.58
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
8.34%
MF_152396 Return
Benchmark CAGR
2.41%
Nifty 50
Inflation Adj. CAGR
4.34%
Real Annualized Return
Alpha
0.06
Excess Return vs Benchmark
Beta
0.52
Volatility vs Benchmark
Sharpe Ratio
0.48
Risk-Adjusted Return
Sortino Ratio
0.71
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 60% 22% 26%
60 days 63% 17% 17%
90 days 66% 14% 13%
180 days 68% 12% 5%
1Yr 81% 9% 2%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Bank of India Multi Asset Allocation Fund-Direct Plan-Growth Nifty 50
30 days -37.8% | -42.5% | 14.1% | 78.9% 26.6% | -59.6% | 8.0% | 109.7%
60 days -35.2% | -29.0% | 11.7% | 50.3% -23.0% | -42.6% | 4.1% | 81.5%
90 days -18.0% | -19.0% | 11.6% | 43.6% -25.0% | -34.6% | 4.2% | 58.2%
1 Year 3.4% | 3.6% | 9.3% | 19.8% -10.0% | -10.2% | 2.6% | 13.6%
3 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
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) 3 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Dec. 11, 2024 May 24, 2025 164 days 9% Nifty 50: 10% 11325 10265 11351
Jan. 29, 2026 May 7, 2026 98 days 7% Nifty 50: 12% 12772 11829 12810
Aug. 28, 2026 Oct. 30, 2026 63 days 8% Nifty 50: 8% 13366 12276 12381