BANK OF INDIA Large & Mid Cap Equity Fund Eco Plan- Growth
(Erstwhile BOI AXA Equity Fund Eco Plan- Growth)
Fund House: Bank of India Mutual Fund| Category: Equity: Large and Mid Cap |
| Launch Date: 21-10-2008 |
| Asset Class: Equity |
| Benchmark: S&P BSE 250 Large MidCap TRI |
| TER: 1.59624023% As on (30-09-2023) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 292.85 Cr As on (31-03-2024) |
| Turn over: - | Exit Load: For units more than 10% of the investments, an exit load of 1% if redeemed within 1 year. |
89.32
0.11 (0.1232%)
15.14%
Benchmark: 13.59%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
2 Years 0 Months
9 Years 2 Months
12 Years 7 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme aims at income and long-term capital appreciation through a diversified portfolio of predominantly equity and equity-related securities including equity derivatives, across all market capitalizations. The Scheme is in the nature of diversified mutli-cap fund.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 13.39 |
| Sharpe Ratio | 1.18 |
| Alpha | 3.47 |
| Beta | 0.95 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| BANK OF INDIA Large & Mid Cap Equity Fund Eco Plan- Growth | 21-10-2008 | 43.9 | 24.87 | 22.82 | 20.33 | 15.41 |
| Quant Large & Mid Cap Fund - Growth Option | 11-12-2006 | 62.45 | 30.61 | 29.95 | 26.66 | 23.07 |
| BANDHAN Core Equity Fund - Regular Plan - Growth | 09-08-2005 | 57.19 | 30.61 | 26.35 | 20.88 | 16.98 |
| Motilal Oswal Large and Midcap Fund - Regular Plan Growth | 05-10-2019 | 55.79 | 31.81 | 26.78 | - | - |
| Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | 30-12-2019 | 51.99 | 23.45 | 24.86 | - | - |
| Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 50.33 | 25.61 | 22.03 | 18.26 | 17.21 |
| HDFC Large and Mid Cap Fund - Growth Option | 18-02-1994 | 49.44 | 27.31 | 26.94 | 21.49 | 15.3 |
| HSBC Large & Mid Cap Fund - Regular Growth | 03-03-2019 | 48.83 | 24.3 | 22.04 | 18.95 | - |
| Nippon India Vision Fund-Growth Plan-Growth Option | 05-10-1995 | 48.49 | 25.33 | 23.56 | 18.78 | 15.55 |
| UTI Large & Mid Cap Fund - Regular Plan - Growth Option | 01-08-2005 | 47.54 | 26.93 | 24.15 | 19.91 | 15.92 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 35% of total assets. Minimum investment in equity & equity related instruments of mid cap stocks - 35% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
12.79%
Others
1.36%
Large Cap
49.74%
Mid Cap
36.11%
