FundLens
22
Mid CapAvoid

Bank Of India Mid Cap

Bank of India · Direct–Growth · rank #30 of 34 by Smart Score

Data updated

Trailing returns

vs Nifty Midcap 150 (index-fund proxy)
1 Year
6.5%
-3.2% vs index
3 Years
14.8%
-1.6% vs index
5 Years
12.5%
-4.3% vs index
Since launch
6.4%

Year-by-year performance

last entry = YTD
2021
+35.1%
2022
+3.0%
2023
+30.5%
2024
+17.9%
2025
+8.2%
2026
+2.5%

Why this score

Bank Of India Mid Cap scores 22/100 — #30 of 34 Mid Cap fund (Avoid). It stands out for volatility — beating 79% of peers on volatility. The main drag is its 5y return (better than only 10% of peers).

Each bar shows the fund's percentile vs Mid Cap peers — a longer bar beats more of the category.

5Y return12.51% · 10th percentile in category
3Y return14.82% · 18th percentile in category
Sharpe ratio0.51 · 18th percentile in category
Expense ratio1.33% · 14th percentile in category
Volatility15.59 · 79th percentile in category
Alpha-2.13 · 15th percentile in category

Top holdings

top 5 = 26.5% of portfolio
1.HDFC Bank Ltd8.11%
2.Reliance Industries Ltd6.34%
3.Dixon Technologies (India) Ltd4.33%
4.FSN E-Commerce Ventures Ltd4.18%
5.Kotak Mahindra Bank Ltd3.54%

50 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

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