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Sectoral / Thematicregulargrowth📊 NIFTY 500 TRI(SEBI default)

Bank of India Banking & Financial Services Fund - Regular Plan - Growth

Bank of India Mutual Fund

₹9.5500

0.09 (-0.93%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹9.5500

0.09 (-0.93%)

29 May 2026

AMFI: 154095

Direct · Growth

₹₹9.5800

0.10 (-1.03%)

29 May 2026

AMFI: 154093

Regular · IDCW

₹₹9.5500

0.09 (-0.93%)

29 May 2026

AMFI: 154096

Direct · IDCW

₹₹9.5800

0.10 (-1.03%)

29 May 2026

AMFI: 154094

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+2.32%
1 Month-1.02%
3 Months-5.46%
6 Months
1 Year
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Jan 2026)-3.10%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP
3 Year SIP
5 Year SIP
Since Inception (Jan 2026)-0.80%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹2,000

Invested

₹1,982

Value today

-4.5%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹955

Value today

-13.2%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹6,08,577

Value today

+6.2%

vs lumpsum

STP beat direct lumpsum by 6.2% — reduced timing risk paid off

Model your own STP with real NAV

Fund Details

Fund HouseBank of India Mutual Fund
CategorySectoral / Thematic
Plan Typeregular
Optiongrowth
AUM₹189 Cr
Expense Ratio2.48%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY 500 TRI ✓
Launch Date30 Jan 2026
AMFI Code154095

Portfolio Holdings

Top 50 holdings · as of Mar 2026

Security% NAV

ICICI Bank Limited

INE090A01021

9.58%

ICICI Bank Limited

INE090A01021

9.17%

Axis Bank Limited

INE238A01034

9.02%

State Bank of India

INE062A01020

8.89%

State Bank of India

INE062A01020

8.86%

Axis Bank Limited

INE238A01034

8.56%

HDFC Bank Limited

INE040A01034

8.54%

HDFC Bank Limited

INE040A01034

8.23%

Kotak Mahindra Bank Limited

INE237A01036

6.46%

Shriram Finance Limited

INE721A01047

5.56%

ICICI Prudential Asset Management Company Limited

INE346A01027

5.02%

Kotak Mahindra Bank Limited

INE237A01036

4.66%

Shriram Finance Limited

INE721A01047

4.40%

Bajaj Finance Limited

INE296A01032

4.21%

Bajaj Finance Limited

INE296A01032

3.47%

Sundaram Finance Limited

INE660A01013

2.95%

City Union Bank Limited

INE491A01021

2.90%

SBI Life Insurance Company Limited

INE123W01016

2.87%

Indian Bank

INE562A01011

2.87%

City Union Bank Limited

INE491A01021

2.82%

Bank of Baroda

INE028A01039

2.82%

Computer Age Management Services Limited

INE596I01020

2.69%

SBI Life Insurance Company Limited

INE123W01016

2.68%

Indian Bank

INE562A01011

2.66%

Sundaram Finance Limited

INE660A01013

2.63%

Power Finance Corporation Limited

INE134E01011

2.62%

Computer Age Management Services Limited

INE596I01020

2.49%

Power Finance Corporation Limited

INE134E01011

2.43%

Max Financial Services Limited

INE180A01020

2.23%

Angel One Limited

INE732I01021

2.22%

BSE Limited

INE118H01025

2.19%

Max Financial Services Limited

INE180A01020

2.16%

CreditAccess Grameen Limited

INE741K01010

2.13%

ICICI Prudential Asset Management Company Limited

INE346A01027

2.00%

PB Fintech Limited

INE417T01026

2.00%

Cholamandalam Investment and Finance Company Ltd

INE121A01024

2.00%

ICICI Lombard General Insurance Company Limited

INE765G01017

1.94%

Bank of Baroda

INE028A01039

1.91%

Cholamandalam Investment and Finance Company Ltd

INE121A01024

1.89%

PB Fintech Limited

INE417T01026

1.88%

HDFC Asset Management Company Limited

INE127D01025

1.83%

Multi Commodity Exchange of India Limited

INE745G01043

1.77%

Aye Finance Limited

INE501X01029

1.65%

Housing & Urban Development Corporation Limited

INE031A01017

1.45%

One 97 Communications Limited

INE982J01020

1.41%

BSE Limited

INE118H01025

1.23%

Karur Vysya Bank Limited

INE036D01028

1.18%

Housing & Urban Development Corporation Limited

INE031A01017

1.14%

Multi Commodity Exchange of India Limited

INE745G01043

1.09%

Karur Vysya Bank Limited

INE036D01028

1.09%

Performance Comparison

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Investment Objective

Bank of India Banking & Financial Services Fund - Regular Plan - Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.

About This Fund

Bank of India Banking & Financial Services Fund - Regular Plan - Growth is a Sectoral / Thematic mutual fund offered by Bank of India Mutual Fund. The fund has been operational for over 0 years. It manages assets worth ₹189 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.48%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations