Bank Of India Business Cycle Fund - Direct Plan - Dividend
Expense Ratio: 1.17
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Direct
Benchmark: Nifty 500 TRI
Inception: 09-08-2024
Exit Load: Nil
Fund Size:₹513.73 Cr
Performance
1Y
Fund1.80%
Cat. Avg.N/A
2Y
FundN/A
Cat. Avg.N/A
3Y
FundN/A
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund-2.05%
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
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Market Cap
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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 | NTPC Limited | 41.81 | 5.09% |
| 2 | State Bank of India | 38.20 | 4.65% |
| 3 | ICICI Bank Limited | 37.14 | 4.52% |
| 4 | HDFC Bank Limited | 35.11 | 4.28% |
| 5 | Bharti Airtel Limited | 33.51 | 4.08% |
| 6 | Vedanta Limited | 28.16 | 3.43% |
| 7 | Power Grid Corporation of India Limited | 28.01 | 3.41% |
| 8 | Net Receivables / (Payables) | 27.49 | 3.35% |
| 9 | Glenmark Pharmaceuticals Limited | 25.58 | 3.12% |
| 10 | Sky Gold And Diamonds Limited | 24.27 | 2.96% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 63298 | +5.5% | +11.7% |
| SI | 09 Sep, 24 | 1.15 L. | 1.20 L. | +4.8% | +5.0% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 1.02 L. | +1.8% | +1.8% |
| SI | 02 Sep, 24 | 1 L. | 96208 | -3.8% | -2.0% |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
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%
Beat inflation and compound wealth faster with an annual step-up.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹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.