Bank of India Large and Mid Cap Equity Fund Direct Growth

Scheme code: INF761K01652 NAV value: ₹ 91.2500 NAV date: 15 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Large & Mid Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-6.10	55.12	28.43	30.46
3 year	10.40	33.33	20.34	21.66
5 year	1.43	28.66	14.20	16.04
7 year	5.59	17.51	12.76	15.02
10 year	10.73	16.78	14.27	16.29
12 year	13.66	15.26	14.61	15.16

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	28.43
3 year	6.28	33.32	15.57	20.34
5 year	0.74	26.02	12.91	14.2
7 year	3.33	15.62	11.64	12.76
10 year	3.49	17.22	10.65	14.27
12 year	3.07	16.17	10.8	14.61
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	28.43
3 year	6.56	32.12	15.66	20.34
5 year	1	26.2	12.75	14.2
7 year	3.8	15.42	11.84	12.76
10 year	3.8	18	11.09	14.27
12 year	3.63	16.86	11.19	14.61
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	28.43
3 year	7.68	33.37	17	20.34
5 year	0.71	27.63	13.15	14.2
7 year	3.76	16.01	12.04	12.76
10 year	3.56	16.94	10.94	14.27
12 year	3.31	16.54	10.99	14.61
15 year	6.56	16.42	10.95

Rolling return for 1 year

- Average return: 28.43% - Median return: 34.5% - Average standard deviation: 5.51

Rolling return for 3 year

- Average return: 20.34% - Median return: 20.34% - Average standard deviation: 1.93

Rolling return for 5 year

- Average return: 14.2% - Median return: 13.34% - Average standard deviation: 1.03

Rolling return for 7 year

- Average return: 12.76% - Median return: 12.76% - Average standard deviation: 0.72

Rolling return for 10 year

- Average return: 14.27% - Median return: 14.34% - Average standard deviation: 0.49

Rolling return for 12 year

- Average return: 14.61% - Median return: 14.62% - Average standard deviation: 0.5

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,02,241	1,02,241	8.53
3 year	36,00,000	47,97,037	11,97,037	10.04
5 year	60,00,000	91,04,536	31,04,536	8.70
7 year	84,00,000	1,39,37,108	55,37,108	7.50
10 year	1,20,00,000	2,65,97,980	1,45,97,980	8.29
12 year	1,44,00,000	3,63,25,610	2,19,25,610	8.02

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	5.83	8.53
3 year	7.35	10.04
5 year	7.28	8.7
7 year	6.36	7.5
10 year	5.93	8.29
12 year	6.09	8.02

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	8.53
3 year	7.51	10.04
5 year	7.25	8.7
7 year	6.38	7.5
10 year	6.15	8.29
12 year	6.3	8.02

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	8.53
3 year	8.25	10.04
5 year	7.64	8.7
7 year	6.58	7.5
10 year	6.21	8.29
12 year	6.36	8.02

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,02,241 - Absolute Returns: ₹1,02,241 - CAGR: 8.53%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹47,97,037 - Absolute Returns: ₹11,97,037 - CAGR: 10.04%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹91,04,536 - Absolute Returns: ₹31,04,536 - CAGR: 8.7%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,39,37,108 - Absolute Returns: ₹55,37,108 - CAGR: 7.5%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,65,97,980 - Absolute Returns: ₹1,45,97,980 - CAGR: 8.29%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,63,25,610 - Absolute Returns: ₹2,19,25,610 - CAGR: 8.02%