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

Formerly BOI AXA Large & Mid Cap Eq Reg Gr

BOI AXA Mutual Funds

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

EquityLarge & Mid Cap

56.06

NAV (Feb 03)

8.4%
5 Year CAGR
Scripbox Opinion
Neutral
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

Poor

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

Outperformance Consistency

Good

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

Scripbox Recommended Large & Mid Cap Funds
Want the large and mid cap funds that are right for your long term equity investment needs?Learn more

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

56.06

NAV (Feb 3)

Fund Returns

Last 1Y

-0.5%

Last 3Y

15.9%

Last 5Y

8.4%

Last 10Y

11.9%

Since Inception

12.8%

6 Month CAGR

3.4%

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

2.57

Launched (15y ago)

Oct 21, 2008

AUM in Crores

213.485

ISIN

INF761K01108

Lock-in

No Lock-in

Benchmark

S&P BSE 250 LargeMidcap Index TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

21.3

Standard Deviation (5yr)

20.2

Beta (3yr)

0.91

Beta (5yr)

0.97

Sharpe Ratio (3yr)

0.569

Sharpe Ratio (5yr)

0.213

YTM

0

Fund Managers

Nitin Gosar

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Bank of India Large & Mid Cap Equity Fund (Growth)70%898,504 165,8928.4%
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 2023-02-03

Top Stock Holdings

hdfc bank ltd

8.6%
8.6%

icici bank ltd

6.9%
6.9%

state bank of india

5.2%
5.2%

canara bank

3.3%
3.3%

reliance industries ltd

3.1%
3.1%
See all holdings

Allocation by Sector

financial services

31.9%
31.9%

basic materials

13.9%
13.9%

consumer cyclical

12.4%
12.4%

industrials

12.1%
12.1%

technology

7.2%
7.2%
See all sectors

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

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

₹ 4,848 cr

₹ 10,444 cr

₹ 15,500 cr

₹ 10,444 cr

₹ 15,500 cr

About the AMC

BOI AXA Investment Mngrs Private Ltd

Bank of India Investment Managers Private Limited manages assets worth 3,417 crores and was set up on 12 April 2007. It's current offering of mutual fund schemes includes 29 equity,35 debt and 18 hybrid funds.

amc-img

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

    20.8%

    18.5%

    24.7%

    8.9%

    20.3%

    17.9%

    31.7%

    26.4%

    24.7%

    8.6%

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

    Bank of India Large & Mid Cap Equity Fund (G) is a Large & Mid Cap Equity fund and has delivered an annualised return of 12.8% over a period of 14 years. The fund was previously known as BOI AXA Large & Mid Cap Eq Reg Gr. 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 (G) as of 2/3/2023 is ₹56.06 with the total AUM as of 2/5/2023 is ₹213.485. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bank of India Large & Mid Cap Equity Fund (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 (G) 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 (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 (G) is rated as a 2 fund in Equity and delivered -0.5% 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 (G).

    Frequently Asked Questions

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

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

    You can invest in Bank of India Large & Mid Cap Equity Fund (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 (G)?

    The minimum sip amount for Bank of India Large & Mid Cap Equity Fund (G) is ₹1000. You can invest in multiples of ₹5000.

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

    As per Scripbox experts, Bank of India Large & Mid Cap Equity Fund (G) is a Neutral fund. You can investBank of India Large & Mid Cap Equity Fund (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 (G)?

    The expense ratio of the Bank of India Large & Mid Cap Equity Fund (G) is 2.57% for regular plan.