Bank of India Consumption Fund Regular Growth
- Equity - Consumption
- Equity
- Very High Risk
Rating:
Key Metrics
Aum
₹369.81 Cr
Expense Ratio
2.76%
Exit Load
1.00%
Min. Investment
₹5,000.00
Min. SIP
₹1000.00
Launch Date
20 Dec 2024
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -2.3% | -- |
| 3 Months | -2.83% | -- |
| 6 Months | +3% | -- |
| 1 Year | -4.49% | -4.49% |
| 2 Years | -- | 0% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | +6.4% | +3.47% |
Holdings as on 16 Oct 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Bharti Airtel | 33.60 | 9.71 |
| ITC | 30.62 | 8.85 |
| Britannia Industries | 22.42 | 6.48 |
| Maruti Suzuki India | 18.35 | 5.30 |
| Mahindra & Mahindra Ltd | 16.13 | 4.66 |
| United Spirits | 15.63 | 4.52 |
| Dixon Technologies (India) | 13.21 | 3.82 |
| Treps | 12.68 | 3.66 |
| Tips Music | 10.63 | 3.07 |
| FSN E-Commerce Ventures Ltd | 10.13 | 2.93 |
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 |
|---|---|---|---|
| Mahindra Manulife Consumption Fund Regular Growth | -9.95% | +6.47% | +7.99% |
| Bajaj Consumption Fund Regular Growth | -8.64% | -- | -- |
| Bank of India Consumption Fund Regular Growth | -4.49% | -- | -- |
| SBI Nifty India Consumption Index Fund Regular Growth | -11.03% | -- | -- |
| Quant Consumption Fund Regular Growth | -0.58% | -- | -- |
Results are calculated on CAGR basis
About Fund
The Investment objective of the Scheme is to provide longterm capital appreciation from an actively managed portfolio of equity and equity related securities of companies engaged in consumption and consumption related sector or allied sectors. However, there is no assurance that the investment objective of the Scheme will be achieved.
The Bank of India Consumption Fund Regular Growth has an AUM of 369.81 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 2.76%. The minimum investment in Bank of India Consumption Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 1000.
As per morningstar the risk & return rating of the fund are Medium & respectively.
The fund has a present cash holding of %. The top holdings of the fund include Bharti Airtel, ITC, Britannia Industries, Maruti Suzuki India.
The major sectors where the fund is invested are Communications Services, Tobacco, Auto & Truck Manufacturers, Retail (Specialty).
Some of the similar funds are Mahindra Manulife Consumption Fund Regular Growth, Bajaj Consumption Fund Regular Growth, Bank of India Consumption Fund Regular Growth, SBI Nifty India Consumption Index Fund Regular Growth, Quant Consumption Fund Regular Growth. Bank of India Consumption 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 Consumption Fund Regular Growth has a Medium risk & return.
Bank of India Consumption Fund Regular Growth is managed by Nitin Gosar.
The expense ratio of Bank of India Consumption Fund Regular Growth is 2.76%.
The 5 year annualized return on Bank of India Consumption Fund Regular Growth is 0.00% & it has generated -4.49% in the last 1 year.
The minimum investment in Bank of India Consumption Fund Regular Growth is 5000 Rs.
Bank of India Consumption Fund Regular Growth has an AUM of 369.81 crores.
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