Bank of India Large & Mid Cap Equity Fund Regular Growth

• Alpha -1.74%
• Beta 0.97
• Sharpe Ratio0.42
• Std Deviation 15.20%
• 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 Equity Fund Regular Growth has an AUM of 327.89 crores & has delivered CAGR of 23.99% 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 Equity 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 Hdfc Bank, Reliance Industries, Larsen And Toubro & Icici Lombard General Insur Com.

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

Some of the similar funds are Bank of India Large & Mid Cap Equity Fund Eco Growth, Bank of India Large & Mid Cap Equity 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 Equity Fund Regular Growth has a sharpe ratio of 0.42 & a standard deviation of 15.20%.