• Mutual Funds
  • BOI AXA Mutual Funds
  • Bank of India Large & Mid Cap Equity Fund Eco (Growth)

Formerly BOI AXA Large & Mid Cap Eq Eco Gr

BOI AXA Mutual Funds

Bank of India Large & Mid Cap Equity Fund Eco (Growth)

EquityLarge & Mid Cap

58.15

NAV (Sep 28)

10.7%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in large & mid cap mutual funds.

Large & mid cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 211 Cr

The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

View all 7 analysis

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

58.15

NAV (Sep 28)

Fund Returns

Last 1Y

-2.2%

Last 3Y

17.2%

Last 5Y

10.7%

Last 10Y

12.6%

Since Inception

13.5%

6 Month CAGR

3%

Scheme Information

Investment Objective

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

Expense Ratio

2.22

Launched (14y ago)

Oct 21, 2008

AUM in Crores

211.387

ISIN

INF761K01041

Lock-in

No Lock-in

Benchmark

S&P BSE 250 LargeMidcap Index TR INR

SIP Minimum

0

Lumpsum Min.

5000

Fund Managers

Alok Singh

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-09-28

Top Stock Holdings

state bank of india

6.7%
6.7%

icici bank ltd

6.2%
6.2%

varun beverages ltd

4.9%
4.9%

abb india ltd

4.6%
4.6%

hdfc bank ltd

3.9%
3.9%
See all holdings

Allocation by Sector

financial services

25.6%
25.6%

basic materials

16.7%
16.7%

consumer cyclical

13.4%
13.4%

industrials

11.8%
11.8%

consumer defensive

7.6%
7.6%
See all sectors

Compare Bank of India Large & Mid Cap Equity Fund Eco (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,714 cr

₹ 10,218 cr

₹ 14,940 cr

₹ 10,218 cr

₹ 14,940 cr

About the AMC

BOI AXA Investment Mngrs Private Ltd

Bank of India Investment Managers Private Limited manages assets worth 3,103 crores and was set up on 12 April 2007. It's current offering of mutual fund schemes includes 29 equity,28 debt and 25 hybrid funds.

amc-img

  • 022-40479000
  • service@boiaxa-im.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    23%

    18.8%

    22.4%

    18.2%

    21.8%

    17.9%

    22.5%

    18.2%

    22.5%

    18.2%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Bank of India Large & Mid Cap Equity Fund Eco (G) Review

    Bank of India Large & Mid Cap Equity Fund Eco (G) is a Large & Mid Cap Equity fund and has delivered an annualised return of 13.5% over a period of 13 years. The fund was previously known as BOI AXA Large & Mid Cap Eq Eco Gr. The fund is managed by Bank of India Investment Managers Private Limited. The fund manager’s name is Alok Singh.

    Nav of Bank of India Large & Mid Cap Equity Fund Eco (G) as of 9/28/2022 is ₹58.15 with the total AUM as of 9/29/2022 is ₹211.387. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bank of India Large & Mid Cap Equity Fund Eco (G) was launched on Oct 21, 2008. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Bank of India Large & Mid Cap Equity Fund Eco (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Bank of India Large & Mid Cap Equity Fund Eco (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 250 LargeMidcap Index TR INR.

    Bank of India Large & Mid Cap Equity Fund Eco (G) is rated as a 1 fund in Equity and delivered -2.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Bank of India Large & Mid Cap Equity Fund Eco (G).

    Frequently Asked Questions

    What is Bank of India Large & Mid Cap Equity Fund Eco (G)?

    Bank of India Large & Mid Cap Equity Fund Eco (G) is a Large & Mid Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Bank of India Large & Mid Cap Equity Fund Eco (G)?

    You can invest in Bank of India Large & Mid Cap Equity Fund Eco (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Bank of India Large & Mid Cap Equity Fund Eco (G)?

    The minimum sip amount for Bank of India Large & Mid Cap Equity Fund Eco (G) is ₹0. You can invest in multiples of ₹5000.

    Is Bank of India Large & Mid Cap Equity Fund Eco (G) good to invest in?

    As per Scripbox experts, Bank of India Large & Mid Cap Equity Fund Eco (G) is a Not Recommended fund. You can investBank of India Large & Mid Cap Equity Fund Eco (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Bank of India Large & Mid Cap Equity Fund Eco (G)?

    The expense ratio of the Bank of India Large & Mid Cap Equity Fund Eco (G) is 2.22% for regular plan.