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

Fund House: Bank of India Mutual Fund

Category: Equity: Large and Mid Cap

Status: Open Ended Schemes

Launch Date: 21-10-2008

Minimum Investment: 5000.0

Asset Class: Equity

Minimum Topup: 1000.0

Benchmark: BSE 250 Large MidCap TRI

Total Assets: 398.93 As on (30-05-2025)

Expense Ratio: 2.48% As on (31-05-2025)

Turn over: 81.00% | 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”

NAV as on 12-06-2025

96.49

-0.77

CAGR Since Inception

14.58%

BSE 250 Large MidCap TRI 16.32%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
BANK OF INDIA Large & Mid Cap Equity Fund Eco Plan- Growth 2.56 21.89 24.35 13.54 14.58
Benchmark - - - - -
Equity: Large and Mid Cap 6.61 22.22 25.49 14.91 14.95

Funds Manager

Mr. Nitin Gosar (w.e.f September 27, 2022)

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

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

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

Portfolio Holdings

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Sector Allocation

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

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Bank of India Large & Mid Cap Equity Eco Gr 21-10-2008 2.56 22.4 21.89 24.35 13.54
Motilal Oswal Large and MidCap Reg Gr 01-10-2019 16.44 33.63 32.15 30.31 0.0
Invesco India Large and Mid Cap Gr 09-08-2007 15.89 32.59 27.8 26.13 15.85
Franklin India Equity Advtg Gr 05-03-2005 10.61 22.69 18.92 24.77 12.09
PGIM India Large and Mid Cap Reg Gr 12-02-2024 10.19 0.0 0.0 0.0 0.0
ICICI Pru Large & MidCap Gr 09-07-1998 9.85 27.09 24.58 29.49 15.81
Whiteoak Capital Large & Mid Cap Reg Gr 22-12-2023 9.79 0.0 0.0 0.0 0.0
UTI Large & Mid Cap Fund Reg Gr 01-08-2005 9.29 27.88 24.99 28.36 14.22
Bandhan Core Equity Reg Gr 09-08-2005 9.01 30.47 27.88 28.9 15.8
SBI Large & MidCap Reg Gr 28-02-1993 8.92 21.23 21.58 26.42 15.16

Asset Allocation (%)

Key Performance and Risk Statistics of BANK OF INDIA Large & Mid Cap Equity Fund Eco Plan- Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
BANK OF INDIA Large & Mid Cap Equity Fund Eco Plan- Growth 13.05 0.9 -0.82 1.0 - -
Equity: Large and Mid Cap - - - - - -