Bank of India Business Cycle Fund - Regular Plan - Growth

Fund House: Bank of India Mutual Fund

Category: Equity: Thematic-Business-Cycle

Status: Open Ended Schemes

Launch Date: 05-08-2024

Minimum Investment: 5000.0

Asset Class:

Minimum Topup: 1000.0

Benchmark: NIFTY 500 TRI

Total Assets: 565.67 As on (31-07-2025)

Expense Ratio: 2.43% As on (31-07-2025)

Turn over: 81.00% | Exit Load: • NIL – There will be no exit load within 3 months from the date of allotment for redemption/switch out upto 10% of the units allotted. • 1% - 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 3 months from the date of allotment of units. • NIL – There will be no exit load on any redemption/switch out after 3 months from the date of allotment of units.

NAV as on 26-08-2025

9.04

-0.14

CAGR Since Inception

-9.78%

NIFTY 500 TRI 12.42%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Bank of India Business Cycle Fund - Regular Plan - Growth - - - - -9.78
NIFTY 500 TRI -2.39 15.64 20.18 14.61 12.42
Equity: Thematic-Business-Cycle -4.12 18.14 23.72 13.7 11.65

Funds Manager

Mr. Alok Singh

RETURNS CALCULATORS for Bank of India Business Cycle Fund - Regular 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 Business Cycle Fund - Regular Plan - Growth

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Bank of India Business Cycle Fund - Regular Plan - Growth

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Bank of India Business Cycle Fund Reg Gr 05-08-2024 0.0 0.0 0.0 0.0 0.0
ICICI Pru Business Cycle Fund Gr 05-01-2021 5.38 24.39 22.0 0.0 0.0
Kotak Business Cycle Fund Reg Gr 05-09-2022 5.29 20.81 0.0 0.0 0.0
Sundaram Business Cycle Fund Reg Gr 25-06-2024 2.55 0.0 0.0 0.0 0.0
HDFC Business Cycle Fund Gr 05-11-2022 -0.91 15.36 0.0 0.0 0.0
Axis Business Cycles Fund Reg Gr 05-02-2023 -1.68 17.87 0.0 0.0 0.0
HSBC Business Cycles Fund Reg Gr 20-08-2014 -2.08 22.56 20.35 23.72 13.7
ABSL Business Cycle Fund Reg Gr 06-12-2021 -3.07 14.94 13.21 0.0 0.0
Union Business Cycle Reg Gr 05-03-2024 -5.4 0.0 0.0 0.0 0.0
Tata Business Cycle Fund Reg Gr 04-08-2021 -6.6 17.22 19.06 0.0 0.0

Asset Allocation (%)

Key Performance and Risk Statistics of Bank of India Business Cycle Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Bank of India Business Cycle Fund - Regular Plan - Growth - - - - - -
Equity: Thematic-Business-Cycle - - - - - -