Bank of India Business Cycle Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Sectoral/Thematic funds is 77.59% .
The largest portfolio holding is ICICI Bank LTD with a portfolio weight of 5.57% .
The fund currently owns more than 54 stocks.
The top 10 holdings account for 39.76% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 11.64% | -0.11% |
| 2 Year Return | N/A | 12.90% |
| 3 Year Return | N/A | 41.33% |
| 4 Year Return | N/A | 59.19% |
| 5 Year Return | N/A | 77.59% |
| 6 Year Return | N/A | 118.07% |
| 7 Year Return | N/A | 140.00% |
| Expense Ratio | 1.01% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
5.57%
|
|
| 2 |
5.56%
|
||
| 3 | Financials |
5.15%
|
|
| 4 | Utilities |
4.25%
|
|
| 5 | Communication Services |
4.02%
|
|
| 6 | Health Care |
3.50%
|
|
| 7 | Consumer Discretionary |
3.27%
|
|
| 8 | Utilities |
2.92%
|
|
| 9 | Health Care |
2.91%
|
|
| 10 | Power - Transmission/Equipment |
2.61%
|
|
| 11 | Finance & Investments |
2.59%
|
|
| 12 | Consumer Staples |
2.58%
|
AMC: BANKOFINDIA
Category: Equity • Sectoral/Thematic
Launch Date: 09 Aug 2024
Fund Manager: Mr. Alok Singh
Minimum Purchase: ₹5,000
Exit Load: NIL - There will be no exit load within 3 months from the date of allotment for redemption/switch out upto 10% of the units allotted. 1% - Any redemption/switch out in excess of the above mentioned limit would be subject to an exit load of 1%, if the units are redeemed/ switched out within 3 months from the date of allotment of units. NIL - There will be no exit load on any redemption/switch out after 3 months from the date of allotment of units.
Lock-in: 1
Risk: Moderate Risk
Bank of India Business Cycle Fund - Direct Plan is managed by BANKOFINDIA and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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