Bank of India Mutual Fund Equity Flexi Cap Fund
Expense Ratio
0.53%
AUM
₹1.93 Cr
Plan Type
Direct
Market Cap
Flexi
Risk Level
High

Performance Analysis

NAV trends and returns overview

Returns Performance

Compound Annual Growth Rate (CAGR) across different periods
1 Month
-41.56%
Poor
6 Months
+0.19%
Poor
1 Year
+3.79%
Poor
3 Years
+21.25%
Excellent
5 Years
+19.41%
Excellent

AUM Growth Analysis

Assets under management trends and growth patterns

Quarterly AUM Trend

Last 20 quarters

AUM Metrics

Key indicators

Current AUM
₹1.93 Cr
Recent Trend
Declining
Stability Score
53.5
Growth Assessment
Excellent Growth

Growth Performance

Historical returns

1Y
Annual Growth
+24.56%
3Y
3Y CAGR
+1093.38%
5Y
5Y CAGR
+5708.73%

Growth Assessment: Excellent Growth

• Strong investor confidence with high inflows

• Low liquidity risk with stable flows

Risk Analysis

Volatility metrics and risk assessment indicators

Risk level: High - Higher risk with significant price movements
Volatility
17.30%
Annualized standard deviation
Sharpe Ratio
0.880
Fair - Risk-adjusted return
Max Drawdown
-23.70%
High - Worst decline
Consistency
69.8%
Performance consistency

Volatility Breakdown

Daily Volatility
1.09%
Average daily price movement
Annualized Volatility
17.30%
Expected annual price range

Risk Assessment Guide

Volatility: Higher volatility means greater price fluctuations and investment risk

Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)

Max Drawdown: Shows the largest peak-to-trough decline in value

Consistency: Higher percentages indicate more predictable performance