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Multi Capregulargrowth📊 NIFTY 500 Multicap 50:25:25 TRI(SEBI default)

Bank of India Multi Cap Fund Regular Plan - Growth

Bank of India Mutual Fund

#2 of 31 (1Y)

₹18.7800

0.13 (-0.69%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹18.7800

0.13 (-0.69%)

29 May 2026

AMFI: 151445

Direct · Growth

₹₹19.4800

0.14 (-0.71%)

29 May 2026

AMFI: 151443

Regular · IDCW

₹₹18.7800

0.13 (-0.69%)

29 May 2026

AMFI: 151446

Direct · IDCW

₹₹19.4500

0.14 (-0.71%)

29 May 2026

AMFI: 151444

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-1.27%
1 Month+0.11%
3 Months+1.86%
6 Months+0.65%
1 Year+9.09%
3 Years (CAGR)+20.20%
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Mar 2023)+21.34%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+8.65%
3 Year SIP+11.82%
5 Year SIP
Since Inception (Mar 2023)+13.00%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹19,000

Invested

₹23,241

Value today

12.8%

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

₹1,878

Value today

21.5%

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

₹9,41,303

Value today

-16.5%

vs lumpsum

Direct lumpsum would have beaten STP by 16.5% — but STP reduced timing risk

Model your own STP with real NAV

Beat the benchmark — ₹500/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹23,241

Benchmark

₹21,851

+₹1,390 extra wealth vs the benchmark index

Backtest this SIP yourself

Direct vs Regular — ₹500/month over 3 years

Expense ratio drag on your actual returns

Direct plan

₹22,769

Regular plan

₹22,306

Direct earns ₹463 more on a ₹18K investment0.86% 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
CategoryMulti Cap
Plan Typeregular
Optiongrowth
AUM₹992 Cr
Expense Ratio2.22%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY 500 Multicap 50:25:25 TRI ✓
Launch Date03 Mar 2023
AMFI Code151445

Risk Metrics

Trailing 1 year, annualised

-0.08

Sharpe Ratio

+0.03

Alpha

0.51

Beta

-0.07

Sortino

16.19%

Std Dev

-19.61%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Apr 2026

Security% NAV

HDFC Bank Limited

INE040A01034

5.23%

HDFC Bank Limited

INE040A01034

4.94%

Reliance Industries Limited

INE002A01018

4.74%

Reliance Industries Limited

INE002A01018

4.66%

Lloyds Metals And Energy Limited

INE281B01032

3.86%

Larsen & Toubro Limited

INE018A01030

3.60%

Larsen & Toubro Limited

INE018A01030

3.60%

Aurobindo Pharma Limited

INE406A01037

3.52%

Kotak Mahindra Bank Limited

INE237A01036

3.30%

Aurobindo Pharma Limited

INE406A01037

3.27%

Lloyds Metals And Energy Limited

INE281B01032

3.19%

Kotak Mahindra Bank Limited

INE237A01036

3.12%

Tips Music Limited

INE716B01029

2.99%

FSN E-Commerce Ventures Limited

INE388Y01029

2.81%

FSN E-Commerce Ventures Limited

INE388Y01029

2.76%

Hero MotoCorp Limited

INE158A01026

2.75%

Stylam Industries Limited

INE239C01020

2.75%

Dr. Reddy's Laboratories Limited

INE089A01031

2.61%

ICICI Lombard General Insurance Company Limited

INE765G01017

2.58%

Eris Lifesciences Limited

INE406M01024

2.56%

Stylam Industries Limited

INE239C01020

2.48%

Vedanta Limited

INE205A01025

2.44%

Tips Music Limited

INE716B01029

2.42%

State Bank of India

INE062A01020

2.42%

Tata Consultancy Services Limited

INE467B01029

2.41%

Dr. Reddy's Laboratories Limited

INE089A01031

2.40%

PB Fintech Limited

INE417T01026

2.36%

Quality Power Electrical Eqp Ltd

INE0SII01026

2.35%

State Bank of India

INE062A01020

2.30%

Eris Lifesciences Limited

INE406M01024

2.28%

Bank of Maharashtra

INE457A01014

2.22%

Tata Consultancy Services Limited

INE467B01029

2.20%

Aditya Vision Ltd

INE679V01027

2.17%

Aditya Vision Ltd

INE679V01027

2.04%

Bank of Maharashtra

INE457A01014

1.99%

PB Fintech Limited

INE417T01026

1.92%

Acutaas Chemicals Limited

INE00FF01025

1.91%

NTPC Limited

INE733E01010

1.91%

Acutaas Chemicals Limited

INE00FF01025

1.91%

Oil India Limited

INE274J01014

1.84%

Abbott India Limited

INE358A01014

1.83%

Infosys Limited

INE009A01021

1.80%

NTPC Limited

INE733E01010

1.80%

Petronet LNG Limited

INE347G01014

1.79%

Bharti Airtel Limited

INE397D01024

1.76%

Cemindia Projects Ltd

INE686A01026

1.71%

Dixon Technologies (India) Limited

INE935N01020

1.70%

ICICI Lombard General Insurance Company Limited

INE765G01017

1.63%

Hero MotoCorp Limited

INE158A01026

1.62%

ITC Limited

INE154A01025

1.62%

Performance Comparison

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Investment Objective

Bank of India Multi Cap Fund Regular Plan - Growth seeks to generate long-term capital growth by investing across large, mid, and small-cap stocks with a minimum 25% allocation to each segment. This SEBI-mandated diversification ensures broad market exposure across all capitalisation tiers.

About This Fund

Bank of India Multi Cap Fund Regular Plan - Growth is a Multi Cap mutual fund offered by Bank of India Mutual Fund. The fund has been operational for over 3 years. It manages assets worth ₹992 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 Multicap 50:25:25 TRI. The current expense ratio is 2.22%.

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