Bank of India Large and Mid Cap Fund Eco Plan
Direct · Growth ₹102.80
31 Jul 2026
NAV
12.9%
3Y CAGR
13.1%
5Y CAGR
12.1%
10Y CAGR
12.7%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
2.16
Sharpe
-38.4%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.62 L | 15.8% | -50.4% | 114.8% |
| 3 Years | ₹36.00 L | ₹43.60 L | 13.0% | -20.8% | 36.1% |
| 5 Years | ₹60.00 L | ₹85.64 L | 13.7% | -8.8% | 28.1% |
| 7 Years | ₹84.00 L | ₹1.35 Cr | 13.2% | -2.6% | 22.6% |
| 10 Years | ₹1.20 Cr | ₹2.37 Cr | 12.6% | 1.8% | 18.4% |
| 12 Years | ₹1.44 Cr | ₹3.37 Cr | 13.5% | 8.0% | 17.5% |
| 15 Years | ₹1.80 Cr | ₹5.60 Cr | 14.1% | 12.2% | 15.9% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 15.8% | 14.5% | 16.5% | +1.3% |
| 3 Years | 13.0% | 11.2% | 17.8% | +1.8% |
| 5 Years | 13.7% | 10.4% | 17.3% | +3.3% |
| 7 Years | 13.2% | 10.6% | 16.6% | +2.6% |
| 10 Years | 12.6% | 11.5% | 16.8% | +1.1% |
| 12 Years | 13.5% | 11.4% | 16.5% | +2.1% |
| 15 Years | 14.1% | 11.9% | 14.1% | +2.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 15.2% | 10.5% | -25.2% | 111.7% | 0.39 | 1.09 | 76% | — | — |
| 3 Years | 12.9% | 14.2% | -6.1% | 30.9% | 0.87 | 2.58 | 95% | — | — |
| 5 Years | 13.1% | 12.8% | -2.2% | 27.5% | 1.31 | 8.13 | 100% | — | — |
| 10 Years | 12.1% | 13.1% | 3.9% | 16.0% | 2.16 | 30.77 | 100% | — | — |
-38.4%
Max Drawdown
27 mo
Drawdown Duration
8 mo
Recovery Time
-7.9%
Avg Drawdown
Calmar Ratio by Duration
0.39
1Y
0.34
3Y
0.34
5Y
0.32
7Y
0.32
10Y
0.34
12Y
0.33
15Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +9.39 | 0.92 | 100.5% | 88.0% | 8.5% | -1.6% |
| 3 Years | +7.22 | 1.03 | 106.5% | 97.4% | 14.5% | 7.3% |
| 5 Years | +3.57 | 0.98 | 97.5% | 92.7% | 12.5% | 8.9% |
| 7 Years | +6.08 | 0.89 | 93.0% | 86.5% | 17.4% | 11.9% |
| 10 Years | +2.57 | 0.91 | 93.3% | 89.8% | 13.1% | 10.9% |
| 12 Years | +2.73 | 0.91 | 92.7% | 89.1% | 12.5% | 10.1% |
| 15 Years | +2.48 | 0.91 | 92.9% | 89.8% | 12.5% | 10.4% |