Bank of India Large & Mid Cap Equity Fund Direct Growth

Equity
Large & MidCap
Very High Risk
20.32%
3Y annualised
-0.26% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 07 Oct 2022₹62.40
Min. SIP amount₹1,000
Rating2
Fund size₹211.39Cr

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 returns-0.1%20.3%10.7%13.2%
Category average1.2%20.0%11.3%NA
Rank with in category161415NA
Understand terms

Holdings (45)

NameSectorInstrumentAssets
State Bank of IndiaFinancialEquity6.7%
ICICI Bank Ltd.FinancialEquity6.2%
Varun Beverages Ltd.Consumer StaplesEquity4.9%
ABB India Ltd.Capital GoodsEquity4.6%
HDFC Bank Ltd.FinancialEquity3.9%
Reliance Industries Ltd.EnergyEquity3.7%
Phoenix Mills Ltd.ConstructionEquity3.4%
Nippon India ETF Nifty PSU Bank BeESFinancialMutual Fund3.1%
Mahindra & Mahindra Ltd.AutomobileEquity3.0%
Coromandel International Ltd.ChemicalsEquity3.0%
See All

Pros and cons

Category: Equity Large & MidCap

Pros

Cons

Consistently higher annualised returns than category average for the past 1Y and 3Y
Lower AUM: 211Cr. Funds with lower AUM tend to have higher expense ratio
5Y annualised returns lower than category average by 0.53%
Higher expense ratio: 1.47%
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 1.47%

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
NA
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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