Bank of India Business Cycle Fund · Regular · Growth
NAV
₹9.4900
as of 15 Jul 2026
Expense Ratio
2.43%
AUM
₹462 Cr
Lumpsum returns (CAGR)
- 1Y
- +1.72%
- 3Y
- —
- 5Y
- —
- Since Inception
- -3.03%
SIP returns (XIRR)
- 1Y
- +9.43%
- 3Y
- —
- 5Y
- —
- Since Inception
- +3.63%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised-0.24
Sharpe Ratio
-0.05
Alpha
0.32
Beta
-0.23
Sortino
16.51%
Std Dev
-16.24%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 May 2026- Banks13.13%
- Consumer Durables10.99%
- Power9.84%
- Electrical Equipment7.91%
- Capital Markets6.55%
- Pharmaceuticals & Biotechnology4.05%
- Industrial Products3.85%
- Telecom - Services3.76%
- Healthcare Services3.22%
- Auto Components2.83%
- Automobiles2.70%
- Food Products2.50%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
- 1Ntpc Limited4.77%
- 2Icici Bank Limited4.23%
- 3State Bank Of India4.11%
- 4Hdfc Bank Limited3.91%
- 5Bharti Airtel Limited3.76%
- 6Sky Gold And Diamonds Limited3.23%
- 7Apollo Hospitals Enterprise Limited3.22%
- 8Power Grid Corporation Of India Limited3.00%
- 9Glenmark Pharmaceuticals Limited2.98%
- 10Computer Age Management Services Limited2.59%
Investment Objective
Bank of India Business Cycle Fund · Regular · 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 Business Cycle Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by Bank of India Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹462 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.43%.
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