How to check the XIRR of Bank of India Consumption Fund - Regular - Growth?

You can track the exact XIRR and portfolio overlapping of Bank of India Consumption Fund - Regular - Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for Bank of India Consumption Fund - Regular - Growth?

Use the MutualSaathi Portfolio Analyzer to compare Bank of India Consumption Fund - Regular - Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Bank Of India Consumption Fund - Regular - Growth

Bank of India Mutual Fund

Expense Ratio: 2.48

Risk: Very High

Equity Scheme - Sectoral/ Thematic

Plan: Regular

Benchmark: Nifty India Consumption TRI

Inception: 29-11-2024

Exit Load: Nil

Fund Size:₹418.68 Cr

Performance

Fund-4.54%

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

10Y

FundN/A

Cat. Avg.N/A

Fund3.79%

Cat. Avg.N/A

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

Tap to expand

Market Cap

Tap to expand

Top Sectors

Tap to expand

Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	Bharti Airtel Limited	Equity	Listed	Large Cap	Telecom - Services	35.42	9.82%
2	ITC Limited	Equity	Listed	Large Cap	Diversified FMCG	27.83	7.71%
3	Britannia Industries Limited	Equity	Listed	Large Cap	Food Products	23.17	6.42%
4	Mahindra & Mahindra Limited	Equity	Listed	Large Cap	Automobiles	16.77	4.65%
5	United Spirits Limited	Equity	Listed	Mid Cap	Beverages	15.58	4.32%
6	FSN E-Commerce Ventures Limited	Equity	Listed	Mid Cap	Retailing	14.28	3.96%
7	Dixon Technologies (India) Limited	Equity	Listed	Mid Cap	Consumer Durables	13.48	3.74%
8	Maruti Suzuki India Limited	Equity	Listed	Large Cap	Automobiles	11.92	3.30%
9	Stylam Industries Limited	Equity	Listed	Small Cap	Consumer Durables	11.61	3.22%
10	Apollo Hospitals Enterprise Limited	Equity	Listed	Large Cap	Healthcare Services	11.43	3.17%

Similar Funds

ICICI Prudential NIFTY 50 ETF

ICICI Prudential Mutual Fund

Expense Ratio: 0.02

NAV / Fund Size

₹265.54₹37,355.05 Cr

Incep: 01-03-2013

Other ETFsVery High RiskOther

-4.10%

2.96%

9.39%

10.07%

12.42%

Fund Details

ICICI Prudential NIFTY 50 ETF

NAV / Fund Size₹265.54₹37,355.05 Cr

Other ETFsVery High RiskOther

-4.10%

2.96%

9.39%

10.07%

12.42%

ICICI Prudential Smallcap Fund - Growth

ICICI Prudential Mutual Fund

Expense Ratio: 1.78

NAV / Fund Size

₹85.88₹8,443.27 Cr

Incep: 23-08-2007

Small Cap FundVery High RiskEquity

0.48%

2.32%

14.31%

15.88%

12.31%

Fund Details

ICICI Prudential Smallcap Fund - Growth

NAV / Fund Size₹85.88₹8,443.27 Cr

Small Cap FundVery High RiskEquity

0.48%

2.32%

14.31%

15.88%

12.31%

Bank Of India Short Term Income Fund-Regular Plan- Growth

Bank of India Mutual Fund

Expense Ratio: 1.07

NAV / Fund Size

₹27.77₹292.50 Cr

Incep: 03-12-2008

Short Duration FundModerate RiskDebt

3.82%

7.13%

6.73%

9.99%

5.90%

Fund Details

Bank Of India Short Term Income Fund-Regular Plan- Growth

NAV / Fund Size₹27.77₹292.50 Cr

Short Duration FundModerate RiskDebt

3.82%

7.13%

6.73%

9.99%

5.90%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Nov, 25	60000	59977	-0.0%	-0.1%
SI	07 Jan, 25	1.10 L.	1.12 L.	+2.0%	+2.3%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Oct, 25	1 L.	95459	-4.5%	-4.5%
SI	23 Dec, 24	1 L.	1.07 L.	+7.0%	+3.8%

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

Max: ₹10 Cr

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹14.80L

SIP 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.