Mid Cap · Equity
BANK OF INDIA MID CAP FUND - Direct Plan - Growth
SignalIQ View
Descriptive research · not a buy/sell recommendation
Sharpe (3Y)
0.05
Return per unit of risk · rf 6.5%
Sortino (3Y)
0.07
Downside-only Sharpe
Max Drawdown
-12.5%
Peak-to-trough · full history
Vol (3Y)
14.5%
Annualised σ of daily returns
Positive Days
51%
Smoothness proxy
This fund has delivered weak risk-adjusted returns over the last 3 years (Sharpe 0.05). Its worst peak-to-trough drop over the full history was 12.5% (modest drawdowns) between 2025-10-29 and 2026-03-23. About 51% of trading days closed up.
YTD
+9.0%
Calendar YTD
1 Year
+5.6%
Trailing 12 mo
3 Year
—
CAGR
5 Year
—
CAGR
10 Year
—
CAGR
Since Inception
—
CAGR (?y)
📈 NAV History
End-of-day NAV series from AMFI (via MFAPI.in).
🎯 Rolling-Return Consistency
Not enough NAV history yet to compute rolling windows. Fund needs at least 3 years on file.
🏁 Peer Comparison · Top in Mid Cap
| Scheme | 1Y | 3Y CAGR | 5Y CAGR | Latest NAV |
|---|---|---|---|---|
|
HSBC Midcap Fund
HSBC Mutual Fund
|
+18.8% | +24.5% | — | — |
|
Invesco India Mid Cap Fund
Invesco Mutual Fund
|
+7.9% | +23.6% | +20.0% | — |
|
Invesco India Large & Mid Cap Fund
Invesco Mutual Fund
|
+6.6% | +22.7% | +17.4% | — |
|
Motilal Oswal Large and Midcap Fund
Motilal Oswal Mutual Fund
|
+7.6% | +22.4% | +19.1% | — |
|
WhiteOak Capital Mid Cap Fund
WhiteOak Capital Mutual Fund
|
+13.2% | +22.2% | — | — |
|
ICICI Prudential Mid Cap Fund
ICICI Prudential Mutual Fund
|
+13.6% | +21.7% | +18.0% | — |
|
Bank Of India Mid Cap Fund (this fund)
Bank of India Mutual Fund
|
+5.6% | — | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future results. This page publishes descriptive rank-and-return analysis only — not personalised advice on which fund to buy. Trailing returns and rolling-window statistics are computed from AMFI's official daily NAV series. Research by Equity Alfa Analytics, SEBI Registered Research Analyst · INH000024985 · BSE RAASB Enlistment 6942.