Bank of India Bluechip Fund Regular Growth
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- Rating 4
- Plan
- 5D
- 1M
- 6M
- 1Y
- 5Y
- MAX
Key Metrics
- AUM (in Cr)159.17
- CAGR 44.39%
- Exit Load1.00%
- Expense ratio2.46%
- CategoryEquity
- Min Investment5000
- Min SIP1000
- Launch Date2021-06-29
Asset Allocation
Holdings As On - 21 July 2024
- Name
- Value (Cr)
- Holding %
- HDFC Bank
- 11.67
- 7.33%
- State Bank Of India
- 10.39
- 6.53%
- Reliance Industries
- 8.85
- 5.56%
- NTPC
- 6.51
- 4.09%
- Avenue Supermarts
- 5.43
- 3.41%
- ICICI Bank
- 5.22
- 3.28%
- Maruti Suzuki India
- 5.12
- 3.21%
- Larsen & Toubro
- 5.06
- 3.18%
- Tata Steel
- 4.98
- 3.13%
- Bank Of Baroda
- 4.44
- 2.79%
Peer Comparison
- Fund Name
- JM Large Cap Fund Growth43.94%
- Groww Large Cap Fund Regular Plan Growth36.73%
- Taurus Largecap Equity Fund - Growth39.96%
- Bank of India Bluechip Fund Regular Growth44.39%
- ITI Large Cap Fund Regular Growth38.48%
Risk & Volitility
- Alpha 0.00%
- Beta 0.00
- Sharpe Ratio0.88
- Std Deviation 13.78%
- Tracking Error 0.00%
About Fund
The investment objective of the scheme is to provide investors with the opportunities of long term capital appreciation by investing predominantly in equity and equity-related instruments of large cap companies. However, there can be no assurance that the income can be generated, regular or otherwise, or the Investment Objective of the scheme will be realized.
The Bank of India Bluechip Fund Regular Growth has an AUM of 159.17 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.46%. The minimum investment in Bank of India Bluechip Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 1000.
As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.
The top holdings of the fund include HDFC Bank, State Bank Of India, Reliance Industries & NTPC.
The major sectors where the fund is invested are Regional Banks, Oil & Gas Operations, Software & Programming & Iron & Steel.
Some of the similar funds are JM Large Cap Fund Growth, Groww Large Cap Fund Regular Plan Growth, Taurus Largecap Equity Fund - Growth, Bank of India Bluechip Fund Regular Growth, ITI Large Cap Fund Regular Growth. Bank of India Bluechip Fund Regular Growth has a sharpe ratio of 0.88 & a standard deviation of 13.78%.
