How to check the XIRR of Bank of India Business Cycle Fund - Regular Plan - Dividend?

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

Bank Of India Business Cycle Fund - Regular Plan - Dividend

Q: How to check portfolio overlap for Bank of India Business Cycle Fund - Regular Plan - Dividend?

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

Bank of India Mutual Fund

Expense Ratio: 2.43

Risk: Very High

Equity Scheme - Sectoral/ Thematic

Plan: Regular

Benchmark: Nifty 500 TRI

Inception: 09-08-2024

Exit Load: Nil

Fund Size:₹513.73 Cr

Performance

Fund1.60%

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

Fund-2.69%

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	Type	Sub-Cat	Cap	Sector	YTM	Val (Cr)	% Assets
1	ICICI Bank Limited	Equity	Listed	Large Cap	Banks		23.52	5.08%
2	State Bank of India	Equity	Listed	Large Cap	Banks		21.98	4.75%
3	HDFC Bank Limited	Equity	Listed	Large Cap	Banks		21.23	4.58%
4	NTPC Limited	Equity	Listed	Large Cap	Power		20.12	4.34%
5	Bharti Airtel Limited	Equity	Listed	Large Cap	Telecom - Services		17.41	3.76%
6	TREPS	CASH	TREPS / Reverse Repo		TREPS / Reverse Repo	5.50%	17.40	3.76%
7	Apollo Hospitals Enterprise Limited	Equity	Listed	Large Cap	Healthcare Services		15.63	3.37%
8	Sky Gold And Diamonds Limited	Equity	Listed	Small Cap	Consumer Durables		15.12	3.27%
9	Power Grid Corporation of India Limited	Equity	Listed	Large Cap	Power		13.54	2.92%
10	Glenmark Pharmaceuticals Limited	Equity	Listed	Mid Cap	Pharmaceuticals & Biotechnology		13.23	2.86%

Similar Funds

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Expense Ratio: 1.56

NAV / Fund Size

₹655.47₹37,290.06 Cr

Incep: 01-01-1993

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3.74%

4.69%

14.16%

13.90%

13.79%

Fund Details

SBI Large & Midcap Fund- Regular Plan -Growth

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Aditya Birla Sun Life Small Cap Fund - Growth

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NAV / Fund Size

₹96.07₹4,983.27 Cr

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8.31%

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15.74%

12.89%

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Fund Details

Aditya Birla Sun Life Small Cap Fund - Growth

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Bank Of India Large & Mid Cap Fund Eco Plan- Growth

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NAV / Fund Size

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Incep: 04-09-2008

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6.66%

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15.05%

13.07%

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Fund Details

Bank Of India Large & Mid Cap Fund Eco Plan- Growth

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15.05%

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SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	63560	+5.9%	+12.3%
SI	09 Sep, 24	1.15 L.	1.20 L.	+4.6%	+4.8%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	21 Jul, 25	1 L.	1.01 L.	+1.4%	N/A
SI	02 Sep, 24	1 L.	95010	-5.0%	-2.7%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (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

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹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.