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 (31-08-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 407.9 Cr As on 29-08-2025(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†|
95.97
0.91 (0.9482%)
14.26%
Benchmark: 15.98%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY LARGE MIDCAP 250 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
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 | 14.45 |
| Sharpe Ratio | 0.68 |
| Alpha | -1.4 |
| 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 Large & Mid Cap Fund Eco Plan- Growth | 21-10-2008 | -3.75 | 16.16 | 17.68 | 20.55 | 13.2 |
| Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 4.34 | 27.8 | 25.08 | 23.12 | 15.85 |
| Motilal Oswal Large and Midcap Fund - Regular Plan Growth | 01-10-2019 | 3.36 | 27.54 | 28.94 | 28.54 | - |
| PGIM India Large and Midcap Fund - Regular Plan - Growth Option | 12-02-2024 | 1.88 | - | - | - | - |
| Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth | 22-12-2023 | 1.88 | - | - | - | - |
| ICICI Prudential Large & Mid Cap Fund - Growth | 09-07-1998 | 1.79 | 22.06 | 22.42 | 27.27 | 16.46 |
| SBI Large & MIDCap Fund- Regular Plan -Growth | 28-02-1993 | 0.91 | 17.24 | 17.47 | 23.47 | 14.89 |
| Nippon India Vision Fund-Growth Plan-Growth Option | 05-10-1995 | 0.66 | 21.37 | 21.9 | 23.71 | 13.39 |
| Union Large & Midcap Fund - Regular Plan - Growth Option | 06-12-2019 | -0.54 | 15.22 | 15.88 | 19.48 | - |
| Axis Large & Mid Cap Fund - Regular Plan - Growth | 10-10-2018 | -0.64 | 18.48 | 18.51 | 21.36 | - |
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
17.06%
Others
2.83%
Large Cap
43.13%
Mid Cap
36.98%
