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

(Erstwhile BOI AXA Equity Fund Eco Plan-Regular Dividend)
Fund House: Bank of India Mutual Fund
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: - | 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”

27.46

13.51%

PERFORMANCE

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

Start :  
Period:  

RETURNS ANALYSIS

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
6 Years 3 Months
There is no value for 4x
There is no value for 5x
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 13.05
Sharpe Ratio 1.07
Alpha 2.97
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-Regular IDCW 21-10-2008 1.44 22.97 23.3 23.75 12.49
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 15.39 33.78 30.39 26.39 15.71
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 15.27 33.35 33.79 29.9 -
Franklin India Equity Advantage Fund - Growth Plan 05-03-2005 10.02 23.37 20.69 24.73 12.09
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 9.86 - - - -
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 9.85 27.35 26.13 29.18 15.73
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 9.77 - - - -
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 8.49 27.92 26.86 28.07 14.06
Sundaram Large and Midcap Fund Regular Plan - Growth 10-02-2007 7.44 25.1 25.14 25.93 15.76
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 7.39 21.03 23.13 25.77 14.71

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

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

15.09%

Others

5.47%

Large Cap

39.33%

Mid Cap

40.11%

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