Bank of India Large & Mid Cap Fund Regular Growth

• Alpha -1.74%
• Beta 0.97
• Sharpe Ratio0.73
• Std Deviation 14.24%
• Tracking Error 7.71%

The Scheme seeks to generate income and long-term capital appreciation by investing through a diversified portfolio of predominantly large cap and mid cap equity and equity related securities including equity derivatives. The Scheme is in the nature of large and mid cap fund. The Scheme is not providing any assured or guaranteed returns.

The Bank of India Large & Mid Cap Fund Regular Growth has an AUM of 456.41 crores & has delivered CAGR of 15.72% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.30%. The minimum investment in Bank of India Large & Mid Cap 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 & Exceptional respectively.

The top holdings of the fund include Reliance Industries, HDFC Bank, Larsen & Toubro Ltd & Vedanta.

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

Some of the similar funds are Bank of India Large & Mid Cap Fund Eco Growth, Bank of India Large & Mid Cap Fund Regular Growth, Navi Large & Mid Cap Fund Regular Plan Growth, PGIM India Large and Mid Cap Fund Regular Growth, Helios Large & Mid Cap Fund Regular Growth. Bank of India Large & Mid Cap Fund Regular Growth has a sharpe ratio of 0.73 & a standard deviation of 14.24%.