BANK OF INDIA ELSS Tax Saver -ECO Plan-Growth
Fund House: Bank of India Mutual Fund| Category: Equity: ELSS |
| Launch Date: 25-02-2009 |
| Asset Class: Equity |
| Benchmark: S&P BSE 500 TRI |
| TER: 2.1% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 1,323.87 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: - | Exit Load: Nil |
171.56
2.09 (1.2182%)
19.14%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
S&P BSE 500 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
0 Years 6 Months
6 Years 0 Months
8 Years 5 Months
12 Years 4 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to build a diversified portfolio of stocks of companies having sustainable business models, without any bias of market capitalisation and sector. The scheme will follow top-down approach of equity selection.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 14.26 |
| Sharpe Ratio | 1.2 |
| Alpha | 4.84 |
| Beta | 1.01 |
| 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 ELSS Tax Saver -ECO Plan-Growth | 25-02-2009 | 0.15 | 23.99 | 22.44 | 27.28 | 16.08 |
| HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 16.51 | 27.22 | 22.75 | 26.12 | 13.37 |
| Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 16.1 | 23.18 | 21.58 | 27.98 | - |
| DSP ELSS Tax Saver Fund - Regular Plan - Growth | 05-01-2007 | 16.07 | 27.57 | 23.41 | 28.04 | 16.0 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 15.89 | 27.94 | - | - | - |
| Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option | 05-01-2015 | 14.86 | 33.03 | 29.83 | 29.21 | 17.03 |
| HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 14.67 | 28.88 | 26.29 | 29.7 | 13.52 |
| PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | 11-12-2015 | 13.59 | 17.16 | 16.91 | 24.7 | - |
| LIC MF ELSS Tax Saver-Regular Plan-Growth | 31-03-1997 | 13.03 | 20.91 | 19.75 | 22.03 | 11.49 |
| ICICI Prudential ELSS Tax Saver Fund - Growth | 19-08-1999 | 12.96 | 22.67 | 19.71 | 25.2 | 13.18 |
Scheme Characteristics
Minimum investment in equity & equity related instruments - 80% of total assets (in accordance with Equity Linked Saving Scheme, 2005 notified by Ministry of Finance).
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
22.57%
Others
1.47%
Large Cap
56.33%
Mid Cap
19.63%
