Bank Of India BusIness Cycle Fund - Regular Plan - Growth
Category: Equity: Thematic-Business-Cycle
Launch Date: 05-08-2024
AUM:
₹ 463.06 Cr
Expense Ratio
2.57%
Benchmark
Nifty 500 TRI
ISIN
INF761K01GC0
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 - Growth | 2.83 | - | - |
| NIFTY 500 TRI | 1.56 | 12.11 | 12.34 |
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
9.46
Last change
0.08 (0.8457%)
Fund Size (AUM)
₹ 463.06 Cr
Performance
-2.98% (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 | 4.77 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.23 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 4.11 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 3.91 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.76 |
| SKY GOLD LIMITED EQ | 3.23 |
| APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/- | 3.22 |
| TREPS | 3.07 |
| POWER GRID CORPORATION OF INDIA LIMITED EQ | 3.0 |
| GLENMARK PHARMACEUTICALS LIMITED EQ NEW FV RE.1/- | 2.98 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 19.47 |
| Capital Goods | 13.45 |
| Consumer Durables | 10.99 |
| Power | 10.32 |
| Automobile and Auto Components | 7.48 |
| Healthcare | 7.27 |
| Metals & Mining | 5.06 |
| Fast Moving Consumer Goods | 4.07 |
| Telecommunication | 3.76 |
| Oil, Gas & Consumable Fuels | 3.46 |