Bank of India Large & Mid Cap Equity Fund Direct IDCW

Equity
Large & MidCap
Very High Risk
Payout
22.23%
3Y annualised
+0.41% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Mar 2024₹23.54
Min. SIP amount₹1,000
Rating3
Fund size₹289.77Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns41.6%22.2%19.4%14.7%
Category average40.8%20.2%17.9%NA
Rank with in category14109NA
Understand terms

Holdings (58)

NameSectorInstrumentAssets
FinancialEquity7.43%
EnergyEquity5.97%
ConstructionEquity4.69%
FinancialEquity3.46%
AutomobileEquity3.41%
HealthcareEquity3.05%
EnergyEquity2.83%
AutomobileEquity2.44%
CommunicationEquity2.41%
ConstructionEquity2.21%
See All

Pros and cons

Category: Equity Large & MidCap

Pros

Cons

Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
10Y annualised returns lower than category average by 1.63%
Higher alpha: 4.31 The fund has generated returns higher than benchmark - S&P BSE 250 Large MidCap Total Return Index - in the last 3Y
Higher expense ratio: 1.4%

Expense ratio, exit load and tax

Expense ratio: 1.40%

Inclusive of GST

Exit load

For units more than 10% of the investments, an exit load of 1% if redeemed within 1 year.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹1,000

Fund management

Nitin Gosar
Sep 2022 - Present
View details

Education
Mr. Gosar holds a Master’s degree in Finance from ICFAI.
Experience
Prior to joining Bank of India Mutual Fund, he was working with Invesco Mutual Fund, IFCI Financial Services Ltd. (I-Fin) as Research Analyst. He has also worked Batlivala & Karani Securities, SKP Securities and NDA Securities.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
B/204-Tower 1, Peninsula Corporate Park, Ganpatrao Kadam Marg,Lower Parel, Mumbai 400013
Phone
NA
Launch Date
31 Mar 2008
Website
BOI AXA Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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