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Bank of India Mutual Fund

Bank of India Large & Mid Cap Fund

Bank of India Mutual Fund · Direct plan · Growth

3-year returns
13.4%
a year
NAV
₹107.68
▲ 1.08% · 18 Sept 2026
Fund size
₹529 Cr
Expense ratio
0.92%
a year
Minimum SIP
₹1,000

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹92.34 and has returned 12.01% a year over 3 years.

Returns, and where it stands

Against the average large & mid cap fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year5.8%2.3%ahead6 of 33
3 years13.4%13.9%behind14 of 26
5 years11.8%12.9%behind17 of 26
10 years13.5%14.5%behind15 of 19
Every period, and the Regular plan →
PeriodDirectRegular
1 month-1.2%-1.3%
3 months0.7%0.3%
6 months8.2%7.5%
1 year5.8%4.4%
2 yearsp.a.1.5%0.2%
3 yearsp.a.13.4%12%
5 yearsp.a.11.8%10.6%
7 yearsp.a.17.7%16.4%
10 yearsp.a.13.5%12.2%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Sept 2016.

Plan

NAV history

▲ 5.82% in the last 1Y

95.2102.7110.118 Sept 202520 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,80,000
Gain
₹22,903
XIRR (per year)
7.96%
Value today
₹2,02,903

36 monthly instalments from 22 Sept 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
15.6% a year
0.7% more than the category average — the bumpier side
Worst fall so far
−37.9%
Jan 2018 to Mar 2020, against −29.9% for the category.
Years that made money
78.5%
Of every one-year stretch it has been through.
Over any three years
-5.7% to 31.6%
A year, at worst and at best. Typically 15.6%.

Fund details

Minimum lumpsum
₹5,000
Minimum top-up
₹1,000
Lock-in
None
Plan started
1 Jan 2013
Portfolio turnover
0.66x
Expense ratio
0.92%
as of 31 Jul 2026

Managed by Nitin Gosar

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

Bank of India Large & Mid Cap Fund against other funds in the Large & Mid Cap Fund category
Fund1Y3Y5YExpenseFund size
Invesco India Large & Mid Cap Fund6.46%22.44%17.12%0.55%₹12,387 Cr
Motilal Oswal Large and Midcap Fund7.44%22.23%18.79%0.89%₹20,159 Cr
HSBC Large & Mid Cap Fund9.29%18.06%14.7%1.47%₹5,931 Cr
Bandhan Large & Mid Cap Fund3.44%17.61%16.87%1.23%₹19,777 Cr
Axis Large & Mid Cap Fund4.92%15.2%12.09%0.91%₹17,320 Cr
ICICI Prudential Large & Mid Cap Fund0.34%14.92%15.76%1.16%₹33,592 Cr
Bank of India Large & Mid Cap Fund5.82%13.35%11.81%0.92%₹529 Cr

About Bank of India Large & Mid Cap Fund

Bank of India Large & Mid Cap Fund is a large & mid cap fund managed by Bank of India Mutual Fund. Invest at least 35% each in large-cap and mid-cap companies, balancing stability with growth.

The Scheme seeks to generate income and long-term capital appreciation by investing through a diversified portfolio of predominantly large cap and mid cap equity and equity related securities including equity derivatives. The Scheme is in the nature of large and mid cap fund. The Scheme is not providing any assured or guaranteed returns.

The scheme's stated objective, as published by Bank of India Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹107.68119350
DirectBonus₹55.59119300
DirectIDCW₹29.45119346
DirectQuarterly IDCW₹29.90119349
RegularGrowth₹92.34110603
RegularBonus₹92.33110606
RegularIDCW₹27.56110607
RegularQuarterly IDCW₹33.63110598
Growth₹102.37110599
Bonus₹102.38110601
IDCW₹28.66110608
Quarterly IDCW₹28.88110604

Frequently asked questions

What is the NAV of Bank of India Large & Mid Cap Fund today?

The NAV of Bank of India Large & Mid Cap Fund (Direct plan, Growth) is ₹107.68 and the Regular plan NAV is ₹92.34, as of 18 Sept 2026.

What returns has Bank of India Large & Mid Cap Fund given?

Over the last year the Direct plan returned 5.82%, and 13.35% a year over 3 years and 11.81% a year over 5 years. That places it 14 of 26 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of Bank of India Large & Mid Cap Fund?

The Direct plan charges 0.92% a year, as disclosed on 31 Jul 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in Bank of India Large & Mid Cap Fund?

You can start a monthly SIP with ₹1,000, or invest a lump sum of ₹5,000 or more.

How much has Bank of India Large & Mid Cap Fund fallen in the past?

Its deepest fall was 37.9% from 8 Jan 2018 to 23 Mar 2020. Of every one-year stretch in its history, 78% ended in a gain.

Which category does Bank of India Large & Mid Cap Fund belong to?

It is a Large & Mid Cap Fund from Bank of India Mutual Fund. Invest at least 35% each in large-cap and mid-cap companies, balancing stability with growth.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from Bank of India Large & Mid Cap Fund taxed?

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.