Bank of India Large & Mid Cap Fund Eco Growth
- Large & Mid-Cap
- Equity
- Very High Risk
Rating:
3
Key Metrics
Aum
₹529.09 Cr
Expense Ratio
2.15%
Exit Load
1.00%
Min. Investment
₹5,000.00
Min. SIP
₹1000.00
Launch Date
21 Oct 2008
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -6.21% | -- |
| 3 Months | -4.21% | -- |
| 6 Months | +0.18% | -- |
| 1 Year | +0.7% | +0.7% |
| 2 Years | -- | -0.78% |
| 3 Years | +37.31% | +11.15% |
| 5 Years | +58.35% | +9.63% |
| Since Launch | +868.3% | +13.47% |
Holdings as on 10 Oct 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| HDFC Bank | 39.47 | 7.46 |
| Reliance Industries | 33.31 | 6.29 |
| Dixon Technologies (India) | 23.49 | 4.44 |
| FSN E-Commerce Ventures Ltd | 22.52 | 4.25 |
| Kotak Mahindra Bank | 19.53 | 3.69 |
| Aurobindo Pharma | 19.02 | 3.59 |
| Larsen & Toubro Ltd | 18.33 | 3.46 |
| State Bank of India | 17.69 | 3.34 |
| PB Fintech | 16.75 | 3.17 |
| Treps | 16.65 | 3.15 |
Morning Star Rating
Rating:
3
Risk
Return
Risk & Volitility
0.57
Sharpe Ratio
15.76%
Std. Deviation
7.70%
Tracking Error
-1.04%
Alpha
0.97
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Bank of India Large & Mid Cap Fund Eco Growth | +0.7% | +11.15% | +9.63% |
| Bank of India Large & Mid Cap Fund Regular Growth | -0.02% | +10.36% | +8.96% |
| Navi Large & Mid Cap Fund Regular Plan Growth | -2.28% | +6.5% | +6.95% |
| PGIM India Large and Mid Cap Fund Regular Growth | -5.33% | -- | -- |
| ITI Large & Mid Cap Fund Regular Growth | -1.27% | -- | -- |
Results are calculated on CAGR basis
About Fund
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 Eco Growth has an AUM of 529.09 crores & has delivered CAGR of 9.63 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.15%. The minimum investment in Bank of India Large & Mid Cap Fund Eco Growth is Rs 5000 and the minimum SIP is Rs 1000.
As per morningstar the risk & return rating of the fund are Medium & High respectively.
The fund has a present cash holding of %. The top holdings of the fund include HDFC Bank, Reliance Industries, Dixon Technologies (India), FSN E-Commerce Ventures Ltd.
The major sectors where the fund is invested are Regional Banks, Oil & Gas Operations, Software & Programming, Biotechnology & Drugs.
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, ITI Large & Mid Cap Fund Regular Growth. Bank of India Large & Mid Cap Fund Eco Growth has a sharpe ratio of 0.57 & a standard deviation of 15.76%.
FAQs
According to the morning star rating Bank of India Large & Mid Cap Fund Eco Growth has a Medium risk & High return.
Bank of India Large & Mid Cap Fund Eco Growth is managed by Nitin Gosar.
The expense ratio of Bank of India Large & Mid Cap Fund Eco Growth is 2.15%.
The 5 year annualized return on Bank of India Large & Mid Cap Fund Eco Growth is 9.63% & it has generated 0.70% in the last 1 year.
The minimum investment in Bank of India Large & Mid Cap Fund Eco Growth is 5000 Rs.
Bank of India Large & Mid Cap Fund Eco Growth has an AUM of 529.09 crores.
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