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

(Erstwhile BANK OF INDIA Large & Mid Cap Equity Fund Eco Plan-Regular IDCW)
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”

27.79

13.13%

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 Fund Eco Plan-Regular IDCW 21-10-2008 8.64 10.17 17.48 16.09 13.28
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 12.78 15.51 21.06 21.48 16.5
Mirae Asset Large & Midcap Fund - Regular Plan - Growth 02-07-2010 11.11 10.37 17.02 15.74 17.56
Helios Large & Mid Cap Fund - Regular Plan - Growth Option 30-10-2024 10.88 - - - -
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 10.67 13.33 17.53 18.31 15.23
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 9.55 14.13 - - -
DSP Large & Mid Cap Fund - Regular Plan - Growth 16-05-2000 9.33 14.09 20.23 17.66 16.1
Bandhan Large & Mid Cap Fund - Regular Plan - Growth 09-08-2005 9.04 14.58 22.86 20.15 16.37
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 9.01 14.94 21.69 20.01 15.17
Kotak Large & Midcap Fund - Growth-Regular 05-09-2004 8.88 13.52 19.11 17.45 16.29

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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