BANK OF INDIA Large & Mid Cap Fund Eco Plan- Growth

(Erstwhile BANK OF INDIA Large & Mid Cap 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: BSE 250 Large MidCap TRI
TER: 2.43% As on (28-11-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 449.68 Cr As on 28-11-2025(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% 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”

99.3

14.25%

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
2 Years 0 Months
9 Years 2 Months
12 Years 7 Months
15 Years 9 Months
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 14.22
Sharpe Ratio 0.84
Alpha -1.29
Beta 1.02
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 Fund Eco Plan- Growth 21-10-2008 7.0 10.84 17.24 16.29 13.94
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 11.58 16.05 20.66 21.78 16.32
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 10.67 13.33 17.53 18.31 15.23
Helios Large & Mid Cap Fund - Regular Plan - Growth Option 30-10-2024 9.63 - - - -
Mirae Asset Large & Midcap Fund - Regular Plan - Growth 02-07-2010 9.54 10.96 16.73 16.01 17.36
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 8.28 14.93 - - -
DSP Large & Mid Cap Fund - Regular Plan - Growth 16-05-2000 7.79 14.36 19.89 17.86 15.95
Bandhan Large & Mid Cap Fund - Regular Plan - Growth 09-08-2005 7.72 15.57 22.53 20.43 16.22
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 7.51 15.52 21.53 20.35 15.01
Kotak Large & Midcap Fund - Growth-Regular 05-09-2004 7.35 14.1 18.79 17.54 16.09

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

14.02%

Others

2.27%

Large Cap

46.41%

Mid Cap

37.3%

Scheme Documents

There are no scheme documents available

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