Aditya Birla Sun Life Mutual Fund
Aditya Birla Sun Life Large Cap Fund - Growth - Direct Plan
Large Cap
+8.5% 3Y
Bank of India Mutual Fund
Large Cap · Direct Plan · Growth · Live NAV & returns (MFAPI); TER/AUM/managers illustrative
Benchmark · Nifty 100 TRI
BANK OF INDIA Large Cap Fund Direct Plan Growth is an open-ended large cap scheme managed by Bank of India Mutual Fund. The objective is long-term capital appreciation through disciplined diversification.
Annualised returns versus benchmark — validate against official AMC factsheets before investing.
| Period | Fund CAGR | Benchmark | Active (illustrative) |
|---|---|---|---|
| 1 Year | +3.8% | +0.8% | +3.0% |
| 3 Years | +11.9% | +9.9% | +2.0% |
| Since inception | +14.1% | +10.8% | +3.3% |
Downside and volatility diagnostics — combine with horizon and liquidity needs when sizing allocations.
Std. deviation (3Y ann.)
13.5%
Higher dispersion implies wider NAV swings.
Beta vs benchmark
0.87
Category avg beta 1.04.
Sharpe (risk-adjusted)
0.99
Illustrative ratio — use alongside drawdowns.
Max drawdown (stress)
-16.6%
Peak-to-trough NAV decline on modelled history.
3Y alpha
+0.4%
Versus benchmark on illustrated methodology.
Top positions and sector sleeves — illustrative placeholder data; MFAPI does not provide portfolio holdings.
| Security | Sector | Weight % |
|---|---|---|
| HDFC Bank Ltd. | Financial Services | 4.7% |
| Reliance Industries Ltd. | Energy | 4.3% |
| ICICI Bank Ltd. | Financial Services | 14.5% |
| Infosys Ltd. | Information Technology | 14.5% |
| Tata Consultancy Services Ltd. | Information Technology | 10.1% |
| Larsen & Toubro Ltd. | Construction | 14.5% |
| Bharti Airtel Ltd. | Telecommunication | 9.2% |
| Axis Bank Ltd. | Financial Services | 14.5% |
TER not yet available
Expense ratio data will appear once the fund's full factsheet has been ingested. Check the AMC website for the latest SID/KIM.
Lead fund manager
Managing strategy since 2022
Seasoned allocator with coverage across Indian equities and macro attribution frameworks.
Execution & risk oversight
Supporting desk since 2021
Focus on liquidity, derivatives overlays, and adherence to mandate guardrails.
Normalised NAV trajectory vs modelled benchmark — last 36 monthly ticks.
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BANK OF INDIA Large Cap Fund Direct Plan Growth
Research-only · No transactions