BANK OF INDIA Large & Mid Cap Equity Fund Regular Plan- Growth
(Erstwhile BOI AXA Equity Fund Regular 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: 2.49% As on (31-10-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 364.78 Cr As on 31-10-2024(Source:AMFI) |
| Turn over: 142% | 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? You may also call at our Customer Engagement Centre on 1800 103 2263 / 1800 266 2676 (Toll free) to know the load structure prevailing from time to time. |
84.56
-0.41 (-0.4849%)
14.18%
Benchmark: 16.39%
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
5 Years 4 Months
9 Years 2 Months
12 Years 8 Months
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 | 14.04 |
| Sharpe Ratio | 0.68 |
| Alpha | -1.28 |
| Beta | 0.96 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
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
17.53%
Others
3.38%
Large Cap
43.08%
Mid Cap
36.01%
