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EquityLarge Cap FundDirect · Growth

BANK OF INDIA Large Cap Fund Direct Plan Growth

Bank of India · Scheme 148980

17.94 0.55%NAV · 2026-08-05
68
Decent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
14.5%
Risk (SEBI)
Min SIP
Benchmark

NAV Growth

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Historical returns

PeriodReturn
1 Month+0.22%
3 Months+2.69%
6 Months+1.47%
1 Year+8.60%
3 Years (CAGR)+14.47%
5 Years (CAGR)+11.41%
10 Years (CAGR)
Since Launch+12.18%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns61
Consistency94
Risk-adjusted42
Downside protection58
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +14.5%
  • 3Y CAGR vs category: +2.1% vs category avg
  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Beat category: beat category in 73% of windows
  • Alpha vs benchmark: +4.6%

What to watch

  • 1Y return: +8.6%
  • Sharpe ratio: 0.43
  • Sortino ratio: 0.54

Risk metrics

Sharpe ratio
0.43
Sortino ratio
0.54
Volatility
14.69%
Max drawdown
-22.59%
Downside capture
97.60%

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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