BANK OF INDIA Large & Mid Cap Fund Eco Plan- Growth

Fund House: Bank of India Mutual Fund

Category: Equity: Large and Mid Cap

Status: Open Ended Schemes

Launch Date: 21-10-2008

Minimum Investment: 5000.0

Asset Class: Equity

Minimum Topup: 1000.0

Benchmark: BSE 250 Large MidCap TRI

Total Assets: 407.9 As on (29-08-2025)

Expense Ratio: 2.43% As on (31-08-2025)

Turn over: 81.00% | Exit Load: • For redemption/switch out upto 10% of the initial units allotted - within 1 year from the date of allotment: “NIL” • Any redemption/switch out - in excess of the above mentioned limit would be subject to an exit load of 1%, if the units are redeemed/ switched out within 1 year from the date of allotment of units. • If the units are redeemed/switched out after 1 year from the date of allotment of units : “Nil”

NAV as on 07-10-2025

96.7

0.07

CAGR Since Inception

14.3%

BSE 250 Large MidCap TRI 16.03%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
BANK OF INDIA Large & Mid Cap Fund Eco Plan- Growth -0.33 16.95 20.42 13.11 14.3
Benchmark - - - - -
Equity: Large and Mid Cap 1.29 18.4 22.06 14.53 14.1

Funds Manager

Mr. Nitin Gosar (w.e.f September 27, 2022)

RETURNS CALCULATORS for BANK OF INDIA Large & Mid Cap Fund Eco Plan- Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of BANK OF INDIA Large & Mid Cap Fund Eco Plan- Growth

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of BANK OF INDIA Large & Mid Cap Fund Eco Plan- Growth

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
BANK OF INDIA Large & Mid Cap Fund Eco Plan Gr 21-10-2008 -0.33 17.05 16.95 20.42 13.11
Invesco India Large and Mid Cap Gr 09-08-2007 8.57 28.84 24.63 23.23 15.9
Motilal Oswal Large and MidCap Reg Gr 01-10-2019 6.86 27.96 28.17 28.37 0.0
PGIM India Large and Mid Cap Reg Gr 12-02-2024 5.96 0.0 0.0 0.0 0.0
Whiteoak Capital Large & Mid Cap Reg Gr 22-12-2023 5.21 0.0 0.0 0.0 0.0
ICICI Pru Large & MidCap Gr 09-07-1998 4.66 22.58 21.75 27.41 16.2
Nippon India Vision Gr Gr 05-10-1995 3.98 22.26 21.16 23.64 13.23
Union Large & MidCap Reg Gr 06-12-2019 3.25 16.15 15.58 19.44 0.0
HSBC Large and Mid Cap Gr 03-03-2019 3.03 21.0 21.06 22.23 0.0
Kotak Large & Midcap Fund Gr Reg 05-09-2004 2.66 18.83 19.36 22.03 15.38

Asset Allocation (%)

Key Performance and Risk Statistics of BANK OF INDIA Large & Mid Cap Fund Eco Plan- Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
BANK OF INDIA Large & Mid Cap Fund Eco Plan- Growth 13.05 0.75 -1.62 1.01 - -
Equity: Large and Mid Cap - - - - - -