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  • Bank of India Large & Mid Cap Equity Fund Eco (RIDCW-Q)

Formerly BOI AXA Large & Mid Cap Eq Eco Qt IDCW-R

BOI Mutual Funds

Bank of India Large & Mid Cap Equity Fund Eco (RIDCW-Q)

EquityLarge & Mid Cap

26.54

NAV (Jun 12)

21.1%
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).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

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

Outperformance Consistency

Satisfactory

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

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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

NAV ()

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
NA
6 Month CAGR
NA

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
1.77
Launched (16y ago)
Oct 21, 2008
AUM in Crores
318.998
ISIN
INF761K01066
Lock-in
No Lock-in
Benchmark
BSE 250 LargeMidcap Index TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
13
Standard Deviation (5yr)
18.1
Beta (3yr)
0.94
Beta (5yr)
0.93
Sharpe Ratio (3yr)
1.07
Sharpe Ratio (5yr)
0.814
YTM
0
Fund Managers

Nitin Gosar

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Bank of India Large & Mid Cap Equity Fund Eco (RIDCW-Q)70%12,53,780 5,21,16821.1%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-06-12

Top Stock Holdings

reliance industries ltd

5.9%
5.9%

hdfc bank ltd

5.7%
5.7%

larsen & toubro ltd

4.7%
4.7%

state bank of india

4.1%
4.1%

hero motocorp ltd

3.8%
3.8%
See all holdings

Allocation by Sector

financial services

23.5%
23.5%

industrials

14.2%
14.2%

basic materials

14.1%
14.1%

consumer cyclical

11.1%
11.1%

energy

9.4%
9.4%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 15,161 cr

₹ 19,454 cr

₹ 22,620 cr

₹ 42,669 cr

₹ 63,933 cr

amc-img

About the AMC

Bank of India Investment Managers Private Limited

Bank of India Investment Managers Private Limited manages assets worth 7,956 crores and was set up on 13 August 2007. It's current offering of mutual fund schemes includes 32 equity,35 debt and 18 hybrid funds.amc-img
phone-img22-6124-9000
Fund NameScripbox Opinion
Till Date CAGR

23.9%

20.8%

23.6%

20.2%

30%

12.7%

22.6%

17.8%

22.5%

16.9%

Bank of India Large & Mid Cap Equity Fund Eco (RIDCW-Q) Review

Bank of India Large & Mid Cap Equity Fund Eco (RIDCW-Q) is a Large & Mid Cap Equity fund and has delivered an annualised return of 15.2% over a period of 15 years. The fund was previously known as BOI AXA Large & Mid Cap Eq Eco Qt IDCW-R. The fund is managed by Bank of India Investment Managers Private Limited. The fund manager’s name is Nitin Gosar.

Nav of Bank of India Large & Mid Cap Equity Fund Eco (RIDCW-Q) as of 6/12/2024 is ₹26.54 with the total AUM as of 6/13/2024 is ₹318.998. 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 (RIDCW-Q) 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 (RIDCW-Q) 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 (RIDCW-Q) 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 BSE 250 LargeMidcap Index TR INR.

Bank of India Large & Mid Cap Equity Fund Eco (RIDCW-Q) is rated as a 1 fund in Equity and delivered 46.1% 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 (RIDCW-Q).

Frequently Asked Questions

What is Bank of India Large & Mid Cap Equity Fund Eco (RIDCW-Q)?

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

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

You can invest in Bank of India Large & Mid Cap Equity Fund Eco (RIDCW-Q) 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 (RIDCW-Q)?

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

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

As per Scripbox experts, Bank of India Large & Mid Cap Equity Fund Eco (RIDCW-Q) is a Not Recommended fund. You can investBank of India Large & Mid Cap Equity Fund Eco (RIDCW-Q) 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 (RIDCW-Q)?

The expense ratio of the Bank of India Large & Mid Cap Equity Fund Eco (RIDCW-Q) is 1.77% for regular plan.