Jama - BANK OF INDIA Large & Mid Cap Equity Fund
BANK OF INDIA Large & Mid Cap Equity Fund
NAV : 65.73
(+0.18000000000000682arrow_upward
)
AUM : ₹176 Cr.
Fund Returns
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 years |
| 3.06% | 4.27% | 18.13% | 8.36% | 22.26% | 19.73% | 11.3% |
NAV History
Expense Ratio Trends
Fund Details
An open ended diversified equity fund investing predominantly in large and mid cap stocks. Top down approach for development of themes: Evaluates global and domestic economy and the policy environment to develop themes. Bottom-up approach for stock selection: Once themes are identified, valuation matrices and fund positioning would guide stock and sector selection. Well diversified portfolio with greater risk control. Disciplined investment style which endeavors to ensure profit booking at regular intervals.
| Min (1st time) | ₹5,000 |
| Min (later on) | ₹1,000 |
| Min SIP | ₹1,000 |
| Expense Ratio | 147.0% |
Direct Advantage
Investment of Rs.1,00,000 becomes
| With Jama | With Broker | Back2Pocket |
| After 6 months | ₹1,08,690 | ₹1,08,488 | ₹201 |
| After 1 year | ₹1,08,364 | ₹1,07,646 | ₹718 |
| After 3 years | ₹1,71,624 | ₹1,68,835 | ₹2,789 |
| After 20 years | ₹36,63,104 | ₹32,84,121 | ₹3,78,984 |
Investment Calculators
19.7271
19.0751
SIP Calculator
After Years
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Lumpsum Calculator
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Returns assumed : 19.73% Past 3 yr Data
Fund Objective:
The Scheme seeks to generate income and long-term capital appreciation by investing through a diversified portfolio of predominantly large cap and mid cap equity and equity related securities including equity derivatives. The Scheme is in the nature of large and mid cap fund. The Scheme is not providing any assured or guaranteed returns
