ReviewPlan n/a · IDCW
BANK OF INDIA LARGE & MID CAP FUND - Quarterly
Bank of India Mutual FundEquity Scheme - Large & Mid Cap Fund17.9 years
- NAV
- 28.46
- 15 Sept 2026
- 1Y
- +5.1%
- Trailing CAGR
- AUM
- ₹18.11 L
- 30 Jun 2026
- Volatility
- High
- 21.5% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+5.1%
- 3Y+12.2%
- 5Y+10.9%
- 10Y+9.9%
- SI+6.3%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+3.4%
- 3Y+6.6%
- 5Y+11.5%
- 10Y+12.0%
- Since inception
- +6.3%
- Calendar-day CAGR
- Excess 1Y
- n/a
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- -15.0%
- 3662 daily-ending windows
- Median rolling 3Y
- +2.7%
- Calendar-day CAGR
- Positive rolling 5Y
- +74%
- 3169 daily-ending windows
- SIP 3Y XIRR
- +6.6%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 49 days
- 64 recovered episodes
- Longest recovery
- 1063 days
- Trough to prior peak
- Current spell
- 20 days
- Days below latest peak
- Time below peak
- +96%
- NAV observations
3 Mar 2015 – 5 Dec 2022
Trough 23 Mar 2020 · recovered in 987 days
-56.2%
18 Jan 2010 – 17 Nov 2014
Trough 20 Dec 2011 · recovered in 1063 days
-44.5%
6 Jan 2009 – 15 Apr 2009
Trough 9 Mar 2009 · recovered in 37 days
-25.0%
30 Aug 2024 – 2 Jul 2026
Trough 3 Mar 2025 · recovered in 486 days
-21.4%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
57
Vs category
n/a
Consistency
n/a
Risk-adjusted
33
Drawdown
0
Mean
30
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Maximum drawdown exceeded 35%.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Bandhan Large & Mid Cap Fund
Bandhan Mutual Fund
- 1Y
- +4.7%
- 3Y
- +17.3%
- Vol
- 15.8%
- Max DD
- -38.5%
- Sharpe
- 0.68
- 3Y win
- +61%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
BANK OF INDIA LARGE & MID CAP FUND
Bank of India Mutual Fund
- 1Y
- +5.7%
- 3Y
- +12.8%
- Vol
- 16.0%
- Max DD
- -37.9%
- Sharpe
- 0.56
- 3Y win
- +14%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
BANK OF INDIA LARGE & MID CAP FUND - Bonus
Bank of India Mutual Fund
- 1Y
- +7.4%
- 3Y
- +12.6%
- Vol
- 18.7%
- Max DD
- -38.4%
- Sharpe
- 0.54
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Baroda BNP Paribas Large and Mid Cap fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +1.4%
- 3Y
- +12.5%
- Vol
- 14.9%
- Max DD
- -20.6%
- Sharpe
- 0.94
- 3Y win
- +81%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Edelweiss Large & Mid Cap Fund
Edelweiss Mutual Fund
- 1Y
- +2.5%
- 3Y
- +13.2%
- Vol
- 15.7%
- Max DD
- -34.9%
- Sharpe
- 0.74
- 3Y win
- +88%
- Lower volatility
- Shallower drawdown
- Higher trailing returns