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Sectoral / Thematicregulargrowth📊 NIFTY 500 TRI(SEBI default)

Bank of India Business Cycle Fund - Regular Plan - Growth

Bank of India Mutual Fund

#145 of 213 (1Y)

₹9.1300

0.09 (-0.98%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹9.1300

0.09 (-0.98%)

29 May 2026

AMFI: 152790

Direct · Growth

₹₹9.3300

0.08 (-0.85%)

29 May 2026

AMFI: 152789

Regular · IDCW

₹₹9.1300

0.09 (-0.98%)

29 May 2026

AMFI: 152791

Direct · IDCW

₹₹9.3200

0.09 (-0.96%)

29 May 2026

AMFI: 152788

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-1.86%
1 Month-1.10%
3 Months+1.35%
6 Months-3.85%
1 Year-0.55%
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Aug 2024)-6.08%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+0.89%
3 Year SIP
5 Year SIP
Since Inception (Aug 2024)-1.47%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹10,500

Invested

₹10,577

Value today

0.8%

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

₹913

Value today

-5.1%

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

₹6,17,736

Value today

+12.8%

vs lumpsum

STP beat direct lumpsum by 12.8% — reduced timing risk paid off

Model your own STP with real NAV

Direct vs Regular — ₹500/month over 1 years

Expense ratio drag on your actual returns

Direct plan

₹6,692

Regular plan

₹6,641

Direct earns ₹51 more on a ₹6K investment0.85% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseBank of India Mutual Fund
CategorySectoral / Thematic
Plan Typeregular
Optiongrowth
AUM₹462 Cr
Expense Ratio2.43%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY 500 TRI ✓
Launch Date30 Aug 2024
AMFI Code152790

Risk Metrics

Trailing 1 year, annualised

-0.73

Sharpe Ratio

-0.11

Alpha

0.55

Beta

-0.69

Sortino

17.14%

Std Dev

-25.38%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Mar 2026

Equity49 holdings · 94.1%
Security% NAV

NTPC Limited

INE733E01010

5.09%

State Bank of India

INE062A01020

4.65%

ICICI Bank Limited

INE090A01021

4.52%

HDFC Bank Limited

INE040A01034

4.28%

Bharti Airtel Limited

INE397D01024

4.08%

Vedanta Limited

INE205A01025

3.43%

Power Grid Corporation of India Limited

INE752E01010

3.41%

Glenmark Pharmaceuticals Limited

INE935A01035

3.12%

Sky Gold And Diamonds Limited

INE01IU01018

2.96%

Britannia Industries Limited

INE216A01030

2.91%

Reliance Industries Limited

INE002A01018

2.75%

Quality Power Electrical Eqp Ltd

INE0SII01026

2.75%

LG Electronics India Ltd

INE324D01010

2.70%

Tata Motors Ltd

INE1TAE01010

2.64%

ITC Limited

INE154A01025

2.59%

Apollo Hospitals Enterprise Limited

INE437A01024

2.53%

Ambuja Cements Limited

INE079A01024

2.00%

Computer Age Management Services Limited

INE596I01020

1.93%

S.J.S. Enterprises Limited

INE284S01014

1.88%

PB Fintech Limited

INE417T01026

1.77%

SBI Cards and Payment Services Limited

INE018E01016

1.70%

Asian Paints Limited

INE021A01026

1.66%

Century Plyboards (India) Limited

INE348B01021

1.54%

Nippon Life India Asset Management Limited

INE298J01013

1.33%

Tata Power Company Limited

INE245A01021

1.29%

TD Power Systems Limited

INE419M01027

1.28%

K.P.R. Mill Limited

INE930H01031

1.23%

Ganesha Ecosphere Limited

INE845D01014

1.22%

Aequs Limited

INE947N01017

1.19%

Tinna Rubber and Infrastructure Limited

INE015C01016

1.19%

Mahindra & Mahindra Limited

INE101A01026

1.19%

Eternal Limited

INE758T01015

1.18%

Vidya Wires Limited

INE14UN01029

1.17%

Oil India Limited

INE274J01014

1.15%

Zaggle Prepaid Ocean Services Limited

INE07K301024

1.12%

JSW Steel Limited

INE019A01038

1.12%

Prudent Corporate Advisory Services Limited

INE00F201020

1.07%

ETHOS LTD.

INE04TZ01018

1.05%

Bajaj Auto Limited

INE917I01010

1.03%

Gufic Biosciences Limited

INE742B01025

0.98%

Unicommerce Esolutions Limited

INE00U401027

0.95%

Nuvama Wealth Management Limited

INE531F01023

0.93%

Vishal Mega Mart Limited

INE01EA01019

0.92%

Kotak Mahindra Bank Limited

INE237A01036

0.90%

Torrent Power Limited

INE813H01021

0.80%

Dixon Technologies (India) Limited

INE935N01020

0.75%

Siemens Energy India Limited

INE1NPP01017

0.75%

Siemens Limited

INE003A01024

0.71%

Shakti Pumps (India) Limited

INE908D01010

0.66%
Debt1 holding · 1.2%
Security% NAV

182 Days Tbill (MD 21/05/2026)

IN002025Y347

1.21%

Performance Comparison

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Investment Objective

Bank of India Business Cycle 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 Business Cycle Fund - Regular Plan - 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