Skip to main content

BANK OF INDIA Flexi Cap Fund

Bank of India Mutual FundDirectOpen-endedFlexi Cap FundRiskometer: Very High Risk

NAV

42.64

as of 21 Aug 2026

BANK OF INDIA Flexi Cap Fund is an open-ended Flexi Cap Fund scheme from Bank of India Mutual Fund managing ₹2,786 crore (as of 31 Jul 2026). Its Direct-plan NAV is ₹42.64 as of 21 Aug 2026. The expense ratio is 0.5% a year. Managed by Alok Singh. This page is factual data only — it carries no rating and no recommendation.

Key facts

Expense ratio
0.5% / yr
as of 30 Jun 2026
Fund size
₹2,786 crore
as of 31 Jul 2026
Exit load
1%
SIP available
Yes
Launched
29 Jun 2020
ISIN
INF761K01FF5

₹100 invested, fund vs category

The category line is the average of the funds in this category, built from NYVO’s own NAV data.

Rebased to 100data to 20 Aug 2026Benchmark: NIFTY 500 Index

Aug 2021Aug 2026
Growth of ₹100, BANK OF INDIA Flexi Cap Fund versus Flexi Cap Fund average.

BANK OF INDIA Flexi Cap Fund

₹235

+135% on ₹100 over 5.0 yrs

Flexi Cap Fund average

₹185

+85% on ₹100 over 5.0 yrs

Returns vs category

WindowFundCategory avgGap
3 months8.49%7.36%+1.13
6 months11.53%3.98%+7.55
1 year15.27%4.25%+11.02
3 years (CAGR)22.07%14.07%+8.00
5 years (CAGR)18.43%12.69%+5.74

Category average across 34 funds, as of 21 Aug 2026. Short windows are noise; the 3 and 5-year rows are the record. Past returns do not predict future returns.

Risk, measured

Sharpe ratio (3Y)
0.75
Sharpe ratio (5Y)
0.69
Sortino ratio (3Y)
1.27 vs category 0.68
Standard deviation (3Y)
18.82%
Beta (3Y)
1.12
Alpha (3Y)
7.27%
Deepest fall (5Y)
-22.25%

Distance below its own peak

Every dip below 0 is the fund trading under a previous high — how deep and for how long is what a drawdown feels like.

Deepest fall

-22.3%

Right now

-0.1% below peak

Jun 2023Deepest: -22.0%Aug 2026

Ahead of its benchmark in 64% of months (window: 3y, monthly) — benchmark: NIFTY 500 Index, name shown only.

Where the money actually is

Equity

90.4%

Bonds

0.9%

Cash

8.8%

Whole-portfolio split, as of 31 Jul 2026.

What it owns

75 positions · top 10 = 30.7%

Market-cap mix

Large 42.1%Mid 17.5%Small 30.3%Other 10.0%

as of 31 Jul 2026

Holdings by sector

  • Financial Services(2 in top 10)22.1%
    • State Bank of India5.14%
    • ICICI Bank Ltd4.12%
  • Industrials(2 in top 10)18.4%
    • Hindustan Aeronautics Ltd Ordinary Shares3.07%
    • Quality Power Electrical Equipments Ltd2.37%
  • Consumer Cyclical(1 in top 10)12.8%
    • Sky Gold and Diamonds Ltd2.95%
  • Basic Materials(1 in top 10)10.0%
    • Lloyds Metals & Energy Ltd2.62%
  • Healthcare(2 in top 10)8.7%
    • Mankind Pharma Ltd2.92%
    • Dr Reddy's Laboratories Ltd2.60%
  • Consumer Defensive4.8%
  • Utilities4.5%
  • Technology4.4%

Sectors marked ▶ expand to show this fund’s top-10 holdings in that sector. Holdings as of 31 Jul 2026. Portfolio turnover 71.6% vs category 59.4% a year.

Other top holdings

  • Treps5.23%
  • Bharti Airtel Ltd2.56%

The businesses it owns

P/E (trailing)
24.1 vs category 25.5
P/B
3.5 vs category 3.5
Dividend yield
1.0% vs category 1.1%
Net margin
17.5% vs category 17.3%
Earnings growth
10.0%
Avg market cap
₹94,580 crore

Money in, money out

Net flow, 12 months
+391 cr
Net flow, 3 months
+293 cr

as of 31 Jul 2026. Flows follow performance more than they predict it.

Quick answers

What is the NAV of BANK OF INDIA Flexi Cap Fund?
₹42.64 per unit as of 21 Aug 2026 (Direct plan, growth). NAV is declared daily on working days.
What is the expense ratio of BANK OF INDIA Flexi Cap Fund?
0.5% a year for the Direct plan, as of 30 Jun 2026.
How large is BANK OF INDIA Flexi Cap Fund?
₹2,786 crore under management as of 31 Jul 2026, in the Flexi Cap Fund category.
How risky is BANK OF INDIA Flexi Cap Fund?
Its SEBI Riskometer reading is "Very High Risk". Go-anywhere equity across company sizes. India's biggest active shelf.
What are the 5-year returns of BANK OF INDIA Flexi Cap Fund?
18.43% a year over the last 5 years (Direct plan, CAGR), against a Flexi Cap Fund average of 12.69%. Past returns do not predict future returns.
What is the worst 3-year return of BANK OF INDIA Flexi Cap Fund?
16.7% a year — the weakest of 25 overlapping 3-year holding periods, beginning 2 Mar 2022. The median was 22.7% and 100% of those windows ended positive. Windows overlap, so this is the range of past start dates, not a probability.
Who manages BANK OF INDIA Flexi Cap Fund?
Alok Singh, managing this fund for 6.1 years.

Where this fund sits

Other Flexi Cap Fund funds

Data: NYVO research systems; each block above states its own as-of date, and blocks with no data for this fund are omitted rather than estimated. NAV updates daily on working days. The benchmark (NIFTY 500 Index) is named for reference only; its values are licensed and never shown. This page is factual information about one scheme. It is not investment advice, not a recommendation, and it carries no rating of any kind. Past performance does not predict future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.