Bank of India Business Cycle Fund Regular Growth
- Equity - Other
- Equity
- Very High Risk
Rating:
Key Metrics
Aum
₹463.06 Cr
Expense Ratio
2.05%
Exit Load
1.00%
Min. Investment
₹5,000.00
Min. SIP
₹0.00
Launch Date
30 Aug 2024
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +0.96% | -- |
| 3 Months | +3.6% | -- |
| 6 Months | +12.83% | -- |
| 1 Year | +1.17% | +1.17% |
| 2 Years | -- | 0% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | -5% | -2.68% |
Holdings as on 22 Jul 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| ICICI Bank | 23.52 | 5.08 |
| State Bank of India | 21.98 | 4.75 |
| HDFC Bank | 21.23 | 4.58 |
| NTPC | 20.12 | 4.34 |
| Bharti Airtel | 17.41 | 3.76 |
| Treps | 17.40 | 3.76 |
| Apollo Hospitals Enterprise | 15.63 | 3.37 |
| Sky Gold and Diamonds | 15.13 | 3.27 |
| Power Grid Corporation of India | 13.54 | 2.92 |
| Glenmark Pharmaceuticals | 13.23 | 2.86 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Taurus Ethical Fund - Growth Option | -1.13% | +11.57% | +9.56% |
| Tata Housing Opportunities Fund Regular Growth | -4.28% | +8.3% | -- |
| Quant PSU Fund Regular Growth | +1.76% | -- | -- |
| Bank of India Business Cycle Fund Regular Growth | +1.17% | -- | -- |
| Quant Commodities Fund Regular Growth | +15.66% | -- | -- |
Results are calculated on CAGR basis
About Fund
The Investment objective of the Scheme is to generate longterm capital appreciation by investing predominantly in equity and equity related securities through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. However, there is no assurance that the investment objective of the Scheme will be achieved.
The Bank of India Business Cycle Fund Regular Growth has an AUM of 463.06 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 2.05%. The minimum investment in Bank of India Business Cycle Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 0.
As per morningstar the risk & return rating of the fund are Medium & Low respectively.
The fund has a present cash holding of %. The top holdings of the fund include ICICI Bank, State Bank of India, HDFC Bank, NTPC.
The major sectors where the fund is invested are Regional Banks, Electric Utilities, Investment Services, Electronic Instr. & Controls.
Some of the similar funds are Taurus Ethical Fund - Growth Option, Tata Housing Opportunities Fund Regular Growth, Quant PSU Fund Regular Growth, Bank of India Business Cycle Fund Regular Growth, Quant Commodities Fund Regular Growth. Bank of India Business Cycle Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
FAQs
According to the morning star rating Bank of India Business Cycle Fund Regular Growth has a Medium risk & Low return.
Bank of India Business Cycle Fund Regular Growth is managed by Alok Singh.
The expense ratio of Bank of India Business Cycle Fund Regular Growth is 2.05%.
The 5 year annualized return on Bank of India Business Cycle Fund Regular Growth is 0.00% & it has generated 1.17% in the last 1 year.
The minimum investment in Bank of India Business Cycle Fund Regular Growth is 5000 Rs.
Bank of India Business Cycle Fund Regular Growth has an AUM of 463.06 crores.
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