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Business News/Market/Market Stats/    Bank of India Bluechip Fund Regular Growth

Bank of India Bluechip Fund Regular Growth

+
  • Equity
  • Large-Cap
  • Rating 2
  • Plan
16.52 +0.08 (0.49%) NAV as on 09 Oct, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)191.89
  • CAGR 35.98%
  • Exit Load1.00%
  • Expense ratio2.48%
  • CategoryEquity
  • Min Investment5000
  • Min SIP1000
  • Launch Date2021-06-29

Morning Star Rating 2

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 10 October 2024

  • Name
  • Value (Cr)
  • Holding %
  • Net Receivables / (Payables)
  • 10.08
  • 5.25%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.70
  • Std Deviation 13.39%
  • Tracking Error 0.00%

About Fund

The investment objective of the scheme is to provide investors with the opportunities of long term capital appreciation by investing predominantly in equity and equity-related instruments of large cap companies. However, there can be no assurance that the income can be generated, regular or otherwise, or the Investment Objective of the scheme will be realized.

 

The Bank of India Bluechip Fund Regular Growth has an AUM of 191.89 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.48%. The minimum investment in Bank of India Bluechip Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 1000.

 

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

 

The top holdings of the fund include HDFC Bank, Net Receivables / (Payables), State Bank Of India & Reliance Industries.

 

The major sectors where the fund is invested are Regional Banks, Oil & Gas Operations, Software & Programming & Construction - Raw Materials.

 

Some of the similar funds are JM Large Cap Fund Growth, Taurus Largecap Equity Fund - Growth, Groww Large Cap Fund Regular Plan Growth, Bank of India Bluechip Fund Regular Growth, ITI Large Cap Fund Regular Growth. Bank of India Bluechip Fund Regular Growth has a sharpe ratio of 0.70 & a standard deviation of 13.39%.

FAQs about Bank of India Bluechip Fund Regular Growth

According to the morning star rating Bank of India Bluechip Fund Regular Growth has a Moderate risk & Exceptional return.
Bank of India Bluechip Fund Regular Growth is managed by Dhruv Bhatia.
The expense ratio of Bank of India Bluechip Fund Regular Growth is 2.48%.
The 5 year annualized return on Bank of India Bluechip Fund Regular Growth is 0.00% & it has generated 35.98% in the last 1 year.
The minimum investment in Bank of India Bluechip Fund Regular Growth is 5000 Rs.
Bank of India Bluechip Fund Regular Growth has an AUM of 191.89 crores.
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