- Mutual Funds
- Bank of India Mutual Fund
- Bank of India Large & Mid Cap Equity Fund (PIDCW-Q)
Bank of India Large & Mid Cap Equity Fund (PIDCW-Q)
₹ 33.48
NAV (Sep 06)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 33.48
NAV (Sep 6)
Fund Returns
Last 1Y | 42.2% |
Last 3Y | 18.6% |
Last 5Y | 23.6% |
Last 10Y | 13.2% |
Since Inception | 15% |
6 Month CAGR | 16.6% |
Scheme Information
The scheme aims at 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.
Expense Ratio | 2.5 |
Launched (0y ago) | 2.5 |
AUM in Crores | 367.4 |
ISIN | INF761K01116 |
Lock-in | |
Benchmark | BSE 250 Large MidCap Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 13.4 |
Beta | 1 |
Sharpe Ratio | 1.1 |
YTM |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Bank of India Large & Mid Cap Equity Fund (PIDCW-Q) | 13,43,353 | 6,10,741 | 23.6% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
HDFC Bank Ltd.
5.7%Reliance Industries Ltd.
5.6%Indus Towers Ltd.
4.5%State Bank of India
4.1%Larsen & Toubro Ltd.
3.9%Allocation by Sector
Financial
25%Energy
12.79%Automobile
11.52%Construction
7.4%Healthcare
7.18%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 25,617 cr | ||
₹ 23,046 cr | ||
₹ 62,717 cr | ||
₹ 48,805 cr | ||
₹ 17,267 cr |
About the AMC
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
29.294% | 12.997% | ||
20.018% | 18.239% | ||
19.161% | 20.046% | ||
26.684% | 32.424% | ||
39.062% | 1.544% |
Bank of India Large & Mid Cap Equity Fund (PIDCW-Q) Review
Bank of India Large & Mid Cap Equity Fund (PIDCW-Q) is a Equity Equity fund and has delivered an annualised return of 14.985% over a period of 15 years. The fund is managed by Bank of India Mutual Fund. The fund manager’s name is [object Object].
Nav of Bank of India Large & Mid Cap Equity Fund (PIDCW-Q) as of 9/6/2024 is ₹33.48 with the total AUM as of 9/7/2024 is ₹367.43. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bank of India Large & Mid Cap Equity Fund (PIDCW-Q) was launched on 2008-10-21. The category risk of the fund is Average.
The minimum SIP amount for Bank of India Large & Mid Cap Equity Fund (PIDCW-Q) is ₹1000 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 (PIDCW-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 Large MidCap Total Return Index.
Bank of India Large & Mid Cap Equity Fund (PIDCW-Q) is rated as a 1 fund in Equity and delivered 42.152% 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 (PIDCW-Q).
Frequently Asked Questions
What is Bank of India Large & Mid Cap Equity Fund (PIDCW-Q)?
How to invest in Bank of India Large & Mid Cap Equity Fund (PIDCW-Q)?
You can invest in Bank of India Large & Mid Cap Equity Fund (PIDCW-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 (PIDCW-Q)?
The minimum sip amount for Bank of India Large & Mid Cap Equity Fund (PIDCW-Q) is ₹1000. You can invest in multiples of ₹5000.
Is Bank of India Large & Mid Cap Equity Fund (PIDCW-Q) good to invest in?
As per Scripbox experts, Bank of India Large & Mid Cap Equity Fund (PIDCW-Q) is a 1 fund. You can investBank of India Large & Mid Cap Equity Fund (PIDCW-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 (PIDCW-Q)?
The expense ratio of the Bank of India Large & Mid Cap Equity Fund (PIDCW-Q) is 2.5% for regular plan.