Bank of India Mid Cap Fund - Regular Plan - Growth
Equity Mid Cap Fund Very High Risk Fund Manager: Alok Singh
📓 Notes
-0.60%
1Y Return
-0.89% 1D
Overview Returns Historical Holdings Peer Comparison Fund Managers AMC FAQ
Latest NAV
₹10.02
Fund Size
₹729 Cr
Turnover Ratio
0.84
Lock-in Period
Nil
Inception Date
22 Aug 2025
Return Since Inception
0.17%
Fund Type
Open ended scheme
Min. Lumpsum / SIP
₹5000 / ₹1000

The investment objective of the scheme is to generate long-term capital appreciation by investingpredominantly in equity and equity related instruments of mid cap companies. However, there is no assurance that the investment objective of the Scheme will be achieved.

Looking to Grow Your Wealth with Mutual Funds?

Expert-managed portfolios tailored to your financial goals and risk appetite.

NAV Performance
Historical Net Asset Value
-0.60% 1Y Return
≤ 1 year — Absolute; > 1 year — CAGR
Return Calculator
Estimation based on past performance
Monthly Investment
₹
Over The Past
Invested Amount
0
Est. Returns
0
After 0 Years your investment will be:
₹ 0 (0%)
Lumpsum Investment
₹
Over The Past
Invested Amount
0
Est. Returns
0
After 0 Years your investment will be:
₹ 0 (0%)
Returns and Rankings
Benchmark: Nifty Midcap 150 - TRI
Mid Cap Fund 1M3M6M9M1Y 2Y3Y4Y5Y10YALL
Fund returns -5.47%-2.34% 0.4%4.92% -0.6%N/A N/AN/A N/AN/A 0.17%
Category returns -5.85%-4.69% 0.92%2.35% 0.08%-0.26% 13.48%15.57% 11.95%14.3% N/A
Absolute returns -5.47%-2.34%0.4%4.92%-0.6%N/AN/AN/AN/AN/A 0.2%
Rank within category 14/34 4/33 16/33 8/31 19/31 N/A N/A N/A N/A N/A N/A
≤ 1 year — Absolute; > 1 year — CAGR
Historical Data
Benchmark: Nifty Midcap 150 - TRI
Mid Cap Fund 20252026
Yearly returnsN/A2.24%
Q1 returnsN/A-9.39%
Q2 returnsN/A15.43%
Q3 returnsN/A-0.1%
Q4 returns-0.41%-2.15%
Expense Ratio, Exit Load & Tax
Expense Ratio: 2.55% (Inclusive of GST)
Exit Load

NIL for 10% of investments and 1% for remaining investments on or before 3M, NIL after 3M

Advanced Ratios
Alpha-0.109528
Beta0.7941
Sharpe Ratio-0.0569213
Sortino Ratio-0.120185
Risk Metrics
R-Squared0.8292
Tracking Error1.7865
Downside Risk11.1099
Std. Deviation (Annualised)13.1737
Peer Comparison
Mid Cap Fund 1M3M6M9M1Y3Y5Y10YALL Fund Size (Cr)Exp. RatioSharpeRisk
HSBC Midcap Fund - Regular Plan - Growth -6.62% -2.36% 6.43% 12.63% 9.64% 19.71% 15.17% 15.21% 18.61% 16,799.60 2.21 0.24 Very High
Invesco India Midcap Fund - Regular Plan - Growth -6.16% -6.58% 3.36% 4.07% -0.27% 19.62% 15.34% 16.72% 16.13% 15,748.80 1.88 0.24 Very High
WhiteOak Capital Mid Cap Fund - Regular Plan - Growth -5.13% -3.48% 4.47% 6.01% 5.01% 17.95% N/A N/A 19.6% 7,539.96 2.26 0.24 Very High
ICICI Prudential Mid Cap Fund - Growth -7.36% -5.65% -3.24% 2.74% 3.82% 17.75% 13.62% 14.74% 17.03% 7,960.87 1.85 0.23 Very High
Edelweiss Mid Cap Fund - Regular Plan - Growth -5.43% -5.03% -0.61% -0.02% -0.12% 17.3% 14.22% 16.44% 13.14% 19,230.20 1.87 0.22 Very High
Motilal Oswal Midcap Fund - Regular Plan - Growth -5.16% -0.63% 6.16% 1.34% -5.95% 16.1% 17.2% 15.22% 19.81% 40,207.50 1.64 0.18 Very High
ITI Mid Cap Fund - Regular Plan - Growth -6.97% -5.91% -0.62% -0.6% 0.41% 15.39% 12.08% N/A 14.66% 1,452.83 2.42 0.20 Very High
Nippon India Growth Mid Cap Fund - Growth Option -5.21% -5.29% -2.09% 1.47% 0.45% 15.18% 14.42% 16.37% 21.51% 50,176.00 1.55 0.19 Very High
Sundaram Mid Cap Fund - Regular Plan - Growth -6.37% -6.78% -2.29% -0.87% -1.96% 14.86% 13.41% 12.52% 22.57% 13,854.10 1.86 0.20 Very High
Bank of India Mid Cap Fund - Regular Plan - Growth Current -5.47% -2.34% 0.4% 4.92% -0.6% N/A N/A N/A 0.17% 729.06 2.55 -0.05 Very High
Holdings (0)
Instrument Type
Sector
NameSectorInstrumentAssets %
Total0.00%
FUND MANAGERS
Managed By Experts
MA
Mr. Alok Singh
in

Mr. Alok Singh has 12 years of experience in Fixed Income Fund Management. As part of his previous employer BNP Paribas Mutual Fund, Alok has won numerous awards for stellar fund performance over the last three years.

Age
38 Yrs
Experience
12 Years
Reported
17 Dec 2009
PGDBA, CFA
FAQ
All You Need To Know About Mutual Funds
It is an Open ended scheme that primarily invests in Mid Cap Fund.
The investment objective of the scheme is to generate long-term capital appreciation by investingpredominantly in equity and equity related instruments of mid cap companies. However, there is no assurance that the investment objective of the Scheme will be achieved.
The scheme benchmark is the Nifty Midcap 150 - TRI.
It is classified as Very High Risk.
1-year: -0.6% | 3-year: N/A (scheme is younger than 3 years) | 5-year: N/A (scheme is younger than 5 years)
Top holdings include:
The NAV is around ₹10.02.
The fund's AUM is approximately ₹729 Cr.
The expense ratio for the Regular Plan is 2.55%.
NIL for 10% of investments and 1% for remaining investments on or before 3M, NIL after 3M.
Minimum SIP starts at ₹1000.
The minimum lump sum investment is ₹5000.
You can start a SIP through the Sharescart platform. Enter KYC details, choose the Regular Growth option, set SIP amount and frequency, and submit.
The fund manager: Alok Singh
This fund is suitable for investors with a Very High risk tolerance.
📈

Looking to Grow Your Wealth with Mutual Funds?

Get personalized portfolio management services designed to grow and protect your wealth.

Search for mutual funds here

×
Loading scheme details...

Place Order

Bank of India Mid Cap Fund - Regular Plan - Growth
Very High Risk | Mid Cap Fund | Equity
UCC
FIRST HOLDER
₹
Minimum SIP Amount: ₹1000
SIP Duration
End date will follow selected start date day.
Maximum installment option selected.
By clicking on Place Order, I confirm that I have read all the Scheme Information Document.
whatsapp