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Bank of India ELSS Tax Saver

Growth
EquityEquity Linked Savings Scheme (ELSS)
Mid-size FundAssets Under Mgmt: ₹ 1,435 Cr
Very High RiskPrinciple investment will be at very high risk
189.921.77% (+3.31)

Price Chart

High
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Returns
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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EquityEquity Linked Savings Scheme (ELSS)
Mid-size FundAssets Under Mgmt: ₹ 1,435 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.8420.041.40
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4215.101.53

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth3 yrs0.00%
Nil
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 500
Initial: ₹ 500 Incremental: ₹ 500
BenchmarkBenchmark
BSE 500 - TRI

About Equity Linked Savings Scheme (ELSS)

Equity Linked Savings Scheme or ELSS are the equity funds that invest majorly in equity or equity-related instruments. They offer the tax benefits under the new Section 80C of the Income Tax Act 1961.

Peers & Comparison

Comparing 3 mutual funds from 
EquityEquity Linked Savings Scheme (ELSS)
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Bank of India ELSS Tax Saver34.47%19.33%19.25%
Axis ELSS Tax Saver Fund25.72%8.31%17.73%
SBI Long Term Equity Fund41.95%24.44%17.41%
Mirae Asset ELSS Tax Saver Fund28.37%15.21%20.30%

Price Comparison

Compare Bank of India ELSS Tax Saver with any MF, ETF, stock or index
Compare Bank of India ELSS Tax Saver with any MF, ETF, stock or index
Bank of India ELSS Tax Saver
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Oct 2024

ACTUAL
Treasury BillsCertificate of DepositCash & EquivalentsEquity0.04%2.05%5.55%92.37%

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Distribution

+27 morePharmaceuticalsElectrical Components & EquipmentsPublic BanksIT Services & ConsultingPrivate Banks62.02 %5.77 %5.77 %7.60 %9.19 %9.65 %

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Oct 248.71%10.46%6.48%4.96%8.50%9.65%
Private Banks as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • HDFC Bank Ltd
    HDFCBANK
    3M change : 2.16 %

    Holdings

    5.32 %

    2.16 %
  • State Bank of India
    SBIN
    3M change : -0.12 %

    Holdings

    4.30 %

    -0.12 %
  • Vedanta Ltd
    VEDL
    3M change : 0.24 %

    Holdings

    3.91 %

    0.24 %

AMC Profile

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

    ₹ 11,319.27 Cr.

Fund Manager Profile

Alok Singh

AUM:  ₹7,028.05 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 12yrs

Manager Performance (0)

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Tax Implications

Invested period > 3 year

Gains are treated as long-term capital gains and taxed at 10%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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