Bank Of India Large & Mid Cap Fund Direct Plan- Bonus
Expense Ratio: 0.95
Risk: Very High
Equity Scheme - Large & Mid Cap Fund
Plan: Direct
Benchmark: BSE 250 Large MidCap TRI
Inception: 04-09-2008
Exit Load: Nil
Fund Size:₹455.12 Cr
Performance
1Y
Fund1.87%
Cat. Avg.-1.53%
2Y
Fund0.33%
Cat. Avg.-0.29%
3Y
Fund12.42%
Cat. Avg.12.73%
5Y
Fund10.15%
Cat. Avg.10.89%
10Y
Fund12.74%
Cat. Avg.13.84%
SI
Fund14.00%
Cat. Avg.12.33%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | HDFC Bank Limited | 28.26 | 5.75% |
| 2 | Reliance Industries Limited | 28.22 | 5.75% |
| 3 | FSN E-Commerce Ventures Limited | 20.02 | 4.08% |
| 4 | Larsen & Toubro Limited | 18.77 | 3.82% |
| 5 | Kotak Mahindra Bank Limited | 18.26 | 3.72% |
| 6 | Aurobindo Pharma Limited | 17.85 | 3.63% |
| 7 | State Bank of India | 17.13 | 3.49% |
| 8 | Dixon Technologies (India) Limited | 17.05 | 3.47% |
| 9 | Petronet LNG Limited | 14.78 | 3.01% |
| 10 | PB Fintech Limited | 14.55 | 2.96% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 59912 | -0.1% | -0.3% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.25 L. | +3.8% | +3.8% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.93 L. | +7.5% | +4.9% |
| 5Y | 08 Nov, 21 | 3 L. | 3.93 L. | +30.9% | +11.0% |
| 10Y | 07 Nov, 16 | 6 L. | 12.19 L. | +103.2% | +13.7% |
| SI | 07 Jan, 14 | 7.70 L. | 18.91 L. | +145.6% | +13.2% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.02 L. | +1.9% | +1.9% |
| 2Y | 16 Oct, 24 | 1 L. | 1.01 L. | +0.7% | +0.3% |
| 3Y | 16 Oct, 23 | 1 L. | 1.42 L. | +42.1% | +12.4% |
| 5Y | 18 Oct, 21 | 1 L. | 1.61 L. | +61.1% | +10.0% |
| 10Y | 17 Oct, 16 | 1 L. | 3.35 L. | +235.2% | +12.9% |
| SI | 16 Dec, 13 | 1 L. | 5.38 L. | +438.2% | +14.0% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.