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: 2.48% As on (30-04-2026)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 421.84 Cr As on 31-03-2026(Source:AMFI)
Turn over: 0.54% | 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”

99.59

13.98%

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 15.9
Sharpe Ratio 0.73
Alpha -0.57
Beta 0.94
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 12.56 7.2 16.91 15.01 13.76
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 20.82 15.55 25.47 21.44 -
HSBC Large & Mid Cap Fund - Regular Growth 03-03-2019 16.56 10.43 19.93 16.32 -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 14.0 13.97 23.44 18.14 16.31
Helios Large & Mid Cap Fund - Regular Plan - Growth Option 30-10-2024 13.87 - - - -
Bandhan Large & Mid Cap Fund - Regular Plan - Growth 09-08-2005 12.89 10.82 22.8 18.8 16.34
BANK OF INDIA Large & Mid Cap Fund Regular Plan- Growth 21-10-2008 11.75 6.44 16.09 14.34 13.01
Axis Large & Mid Cap Fund - Regular Plan - Growth 10-10-2018 10.51 8.61 17.08 14.61 -
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option 14-06-2007 10.35 9.79 17.31 15.02 14.92
Union Large & Midcap Fund - Regular Plan - Growth Option 06-12-2019 10.05 7.26 14.85 14.52 -

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

11.82%

Others

6.63%

Large Cap

42.93%

Mid Cap

38.62%

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