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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.17 | 37.04 | 1.82 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.34 | 50.91 | 2.01 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
BSE 250 LargeMidCap Index - TRI |
Large & Mid Cap funds diversify investment between large cap and mid cap companies. These are relatively less riskier as compared to large cap funds due to their exposure to mid cap funds also.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Bank of India Large & Mid Cap Equity Fund | 38.03% | 17.00% | 15.40% |
Mirae Asset Large & Midcap Fund | 33.05% | 14.65% | 23.08% |
SBI Large & Midcap Fund | 35.46% | 18.75% | 18.32% |
Kotak Equity Opp Fund | 39.32% | 20.79% | 18.58% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Debt
Others
Holdings
6.97 %
Holdings
3.90 %
Holdings
3.61 %
Bank of India Investment Managers (formerly BOI AXA Investment Managers) is a wholly owned subsidiary of Bank of India, which was founded in 1906 as a banking services company and later nationalised in 1969. The AMC BOI brings 14 years of rich experience in fund management catering to the needs of investors across various investment objectives. The fund house currently manages 17 varied mutual fund schemes across 2 lakh+ investors and 2700+ Cr. in AUM.
No.of Schemes
20
Total AUM
₹ 11,368.00 Cr.
Nitin Gosar
AUM: ₹1,629.83 Cr.
|
Exp: —
Data not available
Data not available
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%