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Bank of India Mutual Fund

Bank of India Large Cap Fund

Bank of India Mutual Fund · Direct plan · Growth

3-year returns
12.3%
a year
NAV
₹17.72
▲ 1.08% · 18 Sept 2026
Fund size
₹231 Cr
Expense ratio
0.87%
a year
Minimum SIP
₹1,000

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹16.57 and has returned 10.9% a year over 3 years.

Returns, and where it stands

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

PeriodThis fundCategoryRank
1 year2.8%-3%ahead3 of 32
3 years12.3%9.6%ahead4 of 30
5 years9.5%8.9%ahead9 of 27
Every period, and the Regular plan →
PeriodDirectRegular
1 month-1.9%-2%
3 months-0.7%-0.9%
6 months5.8%5.1%
1 year2.8%1.4%
2 yearsp.a.0.9%-0.4%
3 yearsp.a.12.3%10.9%
5 yearsp.a.9.5%8.1%

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 Jul 2021.

Plan

NAV history

▲ 2.84% in the last 1Y

15.716.918.218 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
₹18,136
XIRR (per year)
6.35%
Value today
₹1,98,136

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
15.1% a year
1.6% more than the category average — the bumpier side
Worst fall so far
−22.6%
Oct 2021 to Jun 2022, against −30% for the category.
Years that made money
74.1%
Of every one-year stretch it has been through.
Over any three years
10% to 21.9%
A year, at worst and at best. Typically 16%.

Fund details

Minimum lumpsum
₹5,000
Minimum top-up
₹1,000
Lock-in
None
Plan started
29 Jun 2021
Portfolio turnover
0.75x
Expense ratio
0.87%
as of 31 Jul 2026

Managed by Alok Singh, Nilesh Jethani

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 Cap Fund against other funds in the Large Cap Fund category
Fund1Y3Y5YExpenseFund size
Invesco India Large Cap Fund1.3%13.46%11.39%0.67%₹2,021 Cr
Quant Large Cap Fund5.68%13.4%1.47%₹3,651 Cr
WhiteOak Capital Large Cap Fund-2.16%12.47%0.94%₹1,276 Cr
Bank of India Large Cap Fund2.84%12.34%9.49%0.87%₹231 Cr
Taurus Large Cap Fund5.13%12.14%10.04%2.54%₹60 Cr
Bandhan Large Cap Fund-1.24%12.13%10.26%1.08%₹2,145 Cr
Baroda Bnp Paribas Large Cap Fund-1.1%10.99%0.8%₹2,641 Cr

About Bank of India Large Cap Fund

Bank of India Large Cap Fund is a large cap fund managed by Bank of India Mutual Fund. Invest at least 80% in the 100 largest listed companies by market value. Usually the least volatile equity category, suited to investors wanting steadier equity exposure.

The investment objective of the scheme is to provide investors with the opportunities of long term capital appreciation by investing predominantly in equity and equity-related instruments of large cap companies. However, there can be no assurance that the income can be generated, regular or otherwise, or the Investment Objective of the scheme will be realized.

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₹17.72148980
DirectIDCW₹17.68148981
RegularGrowth₹16.57148982
RegularIDCW₹16.57148983

Frequently asked questions

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

The NAV of Bank of India Large Cap Fund (Direct plan, Growth) is ₹17.72 and the Regular plan NAV is ₹16.57, as of 18 Sept 2026.

What returns has Bank of India Large Cap Fund given?

Over the last year the Direct plan returned 2.84%, and 12.34% a year over 3 years and 9.49% a year over 5 years. That places it 4 of 30 funds in its category over 3 years. Past returns do not guarantee future returns.

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

The Direct plan charges 0.87% 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 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 Cap Fund fallen in the past?

Its deepest fall was 22.6% from 18 Oct 2021 to 17 Jun 2022. Of every one-year stretch in its history, 74% ended in a gain.

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

It is a Large Cap Fund from Bank of India Mutual Fund. Invest at least 80% in the 100 largest listed companies by market value. Usually the least volatile equity category, suited to investors wanting steadier equity exposure.

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 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.