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BANK OF INDIA Large & Mid Cap Equity Fund Eco Plan- Growth

(Erstwhile BOI AXA Equity Fund Eco Plan- Growth)
Fund House: Bank of India Mutual Fund
Invest in this Scheme
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 (30-12-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 367.03 Cr As on 31-12-2024(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? 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.
NAV as on 20-01-2025

92.58

0.44 (0.4753%)

CAGR Since Inception

14.67%

Benchmark: 16.22%

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

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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 13.98
Sharpe Ratio 0.66
Alpha -1.03
Beta 0.96
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 Equity Fund Eco Plan- Growth 21-10-2008 13.98 23.05 14.55 19.04 12.14
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 33.0 38.42 22.77 24.13 -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 26.36 31.66 18.78 19.65 14.73
HSBC Large & Mid Cap Fund - Regular Growth 03-03-2019 25.76 30.37 16.39 19.43 -
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 05-02-2015 20.79 26.24 13.86 17.76 -
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 20.61 28.39 18.96 21.51 13.13
Canara Robeco Emerging Equities - Regular Plan - Growth Option 05-03-2005 20.3 23.44 13.14 19.52 15.36
Axis Growth Opportunities Fund - Regular Plan - Growth 10-10-2018 20.22 27.21 12.25 20.43 -
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 20.12 28.37 18.0 20.04 11.81
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 19.62 29.82 20.41 21.6 14.88

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

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PORTFOLIO

Market Cap Distribution

Small Cap

17.28%

Others

2.08%

Large Cap

46.95%

Mid Cap

33.69%

Scheme Documents

There are no scheme documents available

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