Bank Of India Large And Mid Cap Equity Fund Direct Plan-Growth

Equity | Large & Mid Cap

(NAV as of 10/10/2024)

103.07 (0.06)

3Y Returns

17.77%

Min SIP

₹1000

Min Lumpsum

₹5000

Expense Ratio

1.58%

Fund Size

₹271 Cr

Inception Date

01-Jan-13

Fund Manager

Nitin Gosar

Exit Load

NIL upto 10% of units and 1% for in execss of above Limit on or before 1Y, NIL after 1Y.

Wealthzi View

Fund Traits

Zi Tags

Description

Market Risk / Risk Taken Compared to Benchmark

This fund has taken less risk than the S&P BSE Large Mid Cap TRI benchmark but its beta is more than Large & Mid Cap category average when compared on the 5 year period.

Fund Size

This fund has a low range AUM which may create liquidity issues in unforeseen times.

SIP Returns

This fund has given less SIP returns than the S&P BSE Large Mid Cap TRI benchmark and among the bottom quartile in Large & Mid Cap category when compared on the 5 year period.

Risk Adjusted Returns

This fund has given lower risk adjusted returns than the S&P BSE Large Mid Cap TRI benchmark and among the bottom quartile in Large & Mid Cap category when compared on the 5 year period.

Extra Returns Over Benchmark

This fund has not beaten the S&P BSE Large Mid Cap TRI benchmark and among the bottom quartile in Large & Mid Cap category when compared on a 3 year rolling period.

Returns Consistency

This fund has given less returns than the S&P BSE Large Mid Cap TRI benchmark and among the bottom quartile in Large & Mid Cap category when compared on a 3 year rolling period.

Performance Against Inflation

This fund has given better inflation beating returns than the S&P BSE Large Mid Cap TRI benchmark and among the top quartile in Large & Mid Cap category when compared on a 3 year rolling period.

Overall Fund Zi Tag

Market Risk / Risk Taken Compared to Benchmark

→

Fund Size

→

SIP Returns

→

Risk Adjusted Returns

→

Extra Returns Over Benchmark

→

Returns Consistency

→

Performance Against Inflation

→

Overall Fund Zi Tag

Asset Allocation

Equity

97.59%

Debt & Others

2.41%

Market Cap Allocation

Large Cap

50.12%

Mid Cap

33.73%

Small Cap

13.74%

Other Cap

2.41%

Sector Allocation

Banks

21.60%

Automobiles

12.25%

Pharmaceuticals

9.61%

Finance

7.75%

Internet and Technology

6.33%

Top Ten Holdings

HDFC Bank Ltd

6.68%

Reliance Industries Ltd

5.98%

Larsen & Toubro Ltd

4.30%

Hero Motocorp Ltd

3.65%

State Bank Of India

3.31%

Investment Objective

The Scheme Seeks To Generate Income And Long-Term Capital Appreciation By Investing Through A Diversified Portfolio Of Predominantly Large Cap And Mid Cap Equity And Equity Related Securities Including Equity Derivatives. The Scheme Is In The Nature Of Large And Mid Cap Fund. The Scheme Is Not Providing Any Assured Or Guaranteed Returns.

Fund House Detail

AMC Name

Bank of India Investment Managers Private Limited

Scheme Document

https://www.boimf.in/investor-corner#t1

Address

B/204, Tower 1, Peninsula Corporate Park,Ganpatrao Kadam Marg, Lower Parel,Mumbai - 400 013

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19.83%

Woc Large And Mid Cap Fund-Direct Plan-Growth

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