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BANK OF INDIA Flexi Cap Fund Regular Plan -Growth
Fund Manager : Mr. Alok Singh | Benchmark : BSE 500 TRI | Category : Equity: Flexi Cap

35.07 -0.04 (-0.11 %)

NAV as on 05-12-2025

2,260.69 Cr

AUM as on 31-10-2025

Rtn ( Since Inception )

25.89%

Inception Date

Jun 05, 2020

Expense Ratio

1.98%

Fund Status

Open Ended Scheme

Min. Investment (Rs)

5,000

Min. Topup (Rs)

1,000

Min. SIP Amount (Rs)

1000

Risk Status

very high

Investment Objective : The investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity-related securities across various market capitalisation. However, there can be no assurance that the investment objectives of the Scheme will be realized.

Returns (%)
1 Mon (%) 3 Mon (%) 6 Mon (%) 1 Yr (%) 3 Yrs (%) 5 Yrs (%) 10 Yrs (%)
Fund -2.37 2.72 2.27 -5.01 19.46 21.69 0.0
Benchmark - NIFTY 500 TRI 0.33 4.18 4.72 3.82 15.19 17.88 14.96
Category - Equity: Flexi Cap 0.14 2.91 3.9 0.34 15.34 17.25 14.3
Rank within Category 42 28 31 36 5 3
Number of Funds within Category 42 42 39 39 32 24

Returns less than 1 year are in absolute and Returns greater than 1 year period are compounded annualised (CAGR)

Equity Holdings (Top 10)
Sector Allocation (%)
Sector Allocation (%)
Asset Allocation
Asset Class Allocation (%)
Equity 98.84
Debt 0.35
Cash & Cash Equivalents 0.81
   
   
   
   
Portfolio Behavior
Mean 20.13
Sharpe Ratio 0.85
Alpha 2.84
Beta 1.17
Standard Deviation 17.13
Sortino 1.42
Portfolio Turnover 107
Market Cap Distribution
Yearly Performance (%)
Standard Performance
Riskometer
riskometer
SIP Returns (Monthly SIP of Rs. 10,000)
3 Year 5 Year 10 Year 15 Year
Scheme Name Invested Amt Current Value XIRR (%) Invested Amt Current Value XIRR (%) Invested Amt Current Value XIRR (%) Invested Amt Current Value XIRR (%)
Bank of India Flexi Cap Reg Gr 360,000 450,635 15.98 600,000 920,957 17.71
NIFTY 500 TRI 360,000 442,364 14.65 600,000 863,788 15.03 1,200,000 2,696,545 15.69 1,800,000 6,005,232 14.83
Equity: Flexi Cap 360,000 438,434 13.88 600,000 856,735 14.59 1,200,000 2,676,366 15.39 1,800,000 6,084,258 14.82