Bank of India Business Cycle Fund - Regular Plan - Dividend
Category: Equity: Thematic-Business-Cycle
Launch Date: 30-08-2024
AUM:
₹ 458.51 Cr
Expense Ratio
2.47%
Benchmark
NIFTY 500 TRI
ISIN
INF761K01GD8
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
1000
Fund Manager
Mr. Alok Singh
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Bank of India Business Cycle Fund - Regular Plan - Dividend | -3.13 | - | - |
| NIFTY 500 TRI | -3.25 | 13.14 | 11.91 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
8.98
Last change
0.06 (0.6682%)
Fund Size (AUM)
₹ 458.51 Cr
Performance
-6.01% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The Investment objective of the Scheme is to generate long-term capital appreciation by investing predominantly in equity and equity related securities through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. However, there is no assurance that the investment objective of the Scheme will be achieved.
Fund Manager
Mr. Alok Singh
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| NTPC LIMITED EQ | 4.82 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 4.47 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.17 |
| QUALITY POWER ELECTRICAL EQUIPMENTS LIMITED EQ NEW FV RS 10/- | 4.14 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 3.97 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.8 |
| SKY GOLD LIMITED EQ | 3.71 |
| POWER GRID CORPORATION OF INDIA LIMITED EQ | 3.23 |
| GLENMARK PHARMACEUTICALS LIMITED EQ NEW FV RE.1/- | 3.09 |
| BRITANNIA INDUSTRIES LIMITED EQ NEW FV RS 1 | 2.7 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 22.66 |
| Capital Goods | 16.89 |
| Consumer Durables | 11.34 |
| Power | 10.79 |
| Healthcare | 6.27 |
| Automobile and Auto Components | 4.85 |
| Metals & Mining | 4.53 |
| Fast Moving Consumer Goods | 4.39 |
| Telecommunication | 3.8 |
| Oil, Gas & Consumable Fuels | 3.62 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Bank of India Business Cycle Fund Reg IDCW | 0.0 |