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 (31-12-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 456.41 Cr As on 31-12-2025(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”

98.45

14.14%

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 11.02 9.65 18.29 17.53 14.06
Helios Large & Mid Cap Fund - Regular Plan - Growth Option 30-10-2024 14.18 - - - -
Kotak Large & Midcap Fund - Growth-Regular 05-09-2004 12.89 13.81 20.17 18.69 16.47
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 12.4 12.08 18.33 19.24 15.58
Mirae Asset Large & Midcap Fund - Regular Plan - Growth 02-07-2010 12.21 9.79 17.35 16.41 17.7
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 12.13 13.77 - - -
DSP Large & Mid Cap Fund - Regular Plan - Growth 16-05-2000 11.17 13.64 20.81 18.6 16.19
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 11.13 14.16 20.91 22.56 16.33
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 10.85 14.9 22.17 21.13 15.18
BANK OF INDIA Large & Mid Cap Fund Regular Plan- Growth 21-10-2008 10.22 8.87 17.48 16.85 13.3

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

13.3%

Others

4.71%

Large Cap

48.59%

Mid Cap

33.4%

Scheme Documents

There are no scheme documents available

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