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MF_153728

Bank of India Mid Cap Fund - Direct Plan Growth

Equity Schemes - Mid Cap Fund

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End Amount
₹9,969.94
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
-0.25%
MF_153728 Return
Benchmark CAGR
-5.62%
Nifty 50
Inflation Adj. CAGR
-4.55%
Real Annualized Return
Alpha
0.10
Excess Return vs Benchmark
Beta
0.92
Volatility vs Benchmark
Sharpe Ratio
-0.07
Risk-Adjusted Return
Sortino Ratio
-0.11
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 55% 42% 22%
60 days 61% 31% 20%
90 days 68% 26% 19%
180 days 82% 23% 5%
1Yr 100% 11% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Bank of India Mid Cap Fund - Direct Plan Growth Nifty 50
30 days -38.8% | -56.7% | 0.6% | 254.0% 26.6% | -73.1% | 4.7% | 101.4%
60 days -39.9% | -37.6% | 1.9% | 108.5% -23.0% | -48.4% | -2.5% | 46.5%
90 days -19.3% | -28.9% | 3.3% | 68.7% -25.0% | -42.4% | -5.5% | 31.2%
1 Year -2.0% | -3.3% | 3.5% | 9.0% -10.0% | -11.5% | -7.0% | -0.5%
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
Nov. 3, 2025 April 29, 2026 177 days 12% Nifty 50: 13% 10190 8918 10200
May 26, 2026 June 18, 2026 23 days 5% Nifty 50: 3% 10391 9870 10391
Aug. 31, 2026 Oct. 30, 2026 60 days 10% Nifty 50: 8% 10842 9709 9970