BANK OF INDIA Large & Mid Cap Fund Regular Plan- Growth
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Fund Manager: Mr. Nitin Gosar |
Equity: Large and Mid Cap |
BSE 250 Large MidCap TRI
NAV as on 09-10-2026
AUM as on
Rtn ( Since Inception )
12.89%
Inception Date
Oct 21, 2008
Expense Ratio
2.8%
Fund Status
Open Ended Schemes
Min. Investment
5,000
Min. Topup
1,000
Min. SIP Amount
1000
Risk Status
very high
Investment Objective : The scheme aims at income and long-term capital appreciation through a diversified portfolio of predominantly equity and equity-related securities including equity derivatives, across all market capitalizations. The Scheme is in the nature of diversified mutli-cap fund.
Fund Performance
3 and 6 Months returns are absolute
Returns (%)
| 3 Mon | 6 Mon | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs | |
|---|---|---|---|---|---|---|
| Fund | -4.13 | 1.48 | 0.51 | 11.25 | 9.22 | 11.32 |
| NIFTY LARGE MIDCAP 250 TRI | -5.39 | 0.15 | -3.78 | 10.92 | 10.15 | 13.82 |
| Equity: Large and Mid Cap | -3.86 | 3.02 | -2.21 | 11.74 | 10.01 | 12.52 |
| Rank within Category | 20 | 21 | 8 | 14 | 17 | 17 |
| Number of Funds within Category | 35 | 34 | 34 | 27 | 27 | 21 |
Peer Comparison
| Return (%) | ||||||
|---|---|---|---|---|---|---|
| Scheme Name | AUM (crore) |
Expense Ratio |
1 Yr | 3 Yrs | 5 Yrs | 10 Yrs |
| Bank Of India Large & Mid Cap Fund Regular Plan- Growth | 505.5 | 2.8 | 0.51 | 11.25 | 9.22 | 11.32 |
Yearly Performance (%)
Historical Returns (%)
| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 1.3 | 42.07 | -15.12 | 8.49 | 17.48 | 33.8 | 1.91 | 29.34 | 16.6 | -3.87 |
Returns Calculator
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Fund Multiplier
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Asset Allocation
Top 10 Holdings
| Company | Instrument | Credit Rating | Holdings (%) |
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