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BANK OF INDIA Large & Mid Cap Equity Fund Regular Plan- Growth

(Erstwhile BOI AXA Equity Fund Regular Plan- Growth)
Fund House: Bank of India Mutual Fund
Invest in this Scheme
Category: Equity: Large and Mid Cap
Launch Date: 21-10-2008
Asset Class: Equity
Benchmark: BSE 250 Large MidCap TRI
TER: 2.48% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 398.93 Cr As on 30-05-2025(Source:AMFI)
Turn over: 142% | Exit Load: • For redemption/switch out upto 10% of the initial units allotted - within 1 year from the date of allotment: “NIL” • Any redemption/switch out - in excess of the above mentioned limit would be subject to an exit load of 1%, if the units are redeemed/ switched out within 1 year from the date of allotment of units. • If the units are redeemed/switched out after 1 year from the date of allotment of units : “Nil”
NAV as on 13-06-2025

87.57

-0.25 (-0.2855%)

CAGR Since Inception

13.92%

Benchmark: 16.23%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
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vs
NIFTY LARGE MIDCAP 250 TRI
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Gold
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PPF
-
Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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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
5 Years 4 Months
9 Years 2 Months
12 Years 8 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 15.47
Sharpe Ratio 0.86
Alpha -1.45
Beta 1.0
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 Regular Plan- Growth 21-10-2008 0.91 21.16 21.98 23.56 12.75
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 15.06 32.7 33.43 30.26 -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 14.39 31.87 28.81 26.04 15.81
Franklin India Equity Advantage Fund - Growth Plan 05-03-2005 9.21 22.01 19.95 24.68 12.05
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 9.04 - - - -
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 8.98 26.58 25.46 29.35 15.75
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 8.42 - - - -
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 7.95 27.07 25.92 28.2 14.15
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 7.69 29.59 28.79 28.72 15.72
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option 14-06-2007 6.62 22.34 22.79 25.17 14.78

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

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PORTFOLIO

Market Cap Distribution

Small Cap

15.09%

Others

5.47%

Large Cap

39.33%

Mid Cap

40.11%

Scheme Documents

April 2025

Monthly Portfolio Disclosure - April 2025

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