Bank Of India ELSS Tax Saver -Eco Plan-Growth
Expense Ratio: 2.09
Risk: Very High
Equity Scheme - ELSS
Plan: Regular
Benchmark: BSE 500 TRI
Inception: 12-12-2008
Exit Load: Nil
Fund Size:₹1,397.89 Cr
Performance
1Y
Fund-1.01%
Cat. Avg.-5.67%
2Y
Fund-3.73%
Cat. Avg.-3.18%
3Y
Fund10.36%
Cat. Avg.9.07%
5Y
Fund8.48%
Cat. Avg.8.05%
10Y
Fund14.77%
Cat. Avg.12.24%
SI
Fund17.72%
Cat. Avg.11.77%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | TREPS | 95.30 | 6.78% |
| 2 | State Bank of India | 65.62 | 4.67% |
| 3 | ICICI Bank Limited | 53.63 | 3.81% |
| 4 | Acutaas Chemicals Limited | 50.34 | 3.58% |
| 5 | HDFC Bank Limited | 48.99 | 3.48% |
| 6 | Hindustan Aeronautics Limited | 48.19 | 3.43% |
| 7 | Bharti Airtel Limited | 43.52 | 3.10% |
| 8 | Adani Ports and Special Economic Zone Limited | 40.55 | 2.88% |
| 9 | Quality Power Electrical Eqp Ltd | 39.67 | 2.82% |
| 10 | Power Finance Corporation Limited | 37.55 | 2.67% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 59267 | -1.2% | -2.5% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.20 L. | -0.1% | -0.1% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.83 L. | +1.7% | +1.1% |
| 5Y | 08 Nov, 21 | 3 L. | 3.73 L. | +24.5% | +8.9% |
| 10Y | 07 Nov, 16 | 6 L. | 12.76 L. | +112.7% | +14.6% |
| SI | 09 Mar, 09 | 10.60 L. | 45.02 L. | +324.7% | +14.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 20 Oct, 25 | 1 L. | 98491 | -1.5% | N/A |
| 2Y | 21 Oct, 24 | 1 L. | 93840 | -6.2% | -3.1% |
| 3Y | 19 Oct, 23 | 1 L. | 1.34 L. | +34.4% | +10.4% |
| 5Y | 19 Oct, 21 | 1 L. | 1.50 L. | +50.2% | +8.5% |
| 10Y | 19 Oct, 16 | 1 L. | 3.96 L. | +296.4% | +14.8% |
| SI | 27 Feb, 09 | 1 L. | 17.81 L. | +1681.0% | +17.7% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.