Bank Of India Business Cycle Fund - Regular Plan - Growth
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
1Y
Fund1.60%
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-2.69%
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 | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | ICICI Bank Limited | 23.52 | 5.08% |
| 2 | State Bank of India | 21.98 | 4.75% |
| 3 | HDFC Bank Limited | 21.23 | 4.58% |
| 4 | NTPC Limited | 20.12 | 4.34% |
| 5 | Bharti Airtel Limited | 17.41 | 3.76% |
| 6 | TREPS | 17.40 | 3.76% |
| 7 | Apollo Hospitals Enterprise Limited | 15.63 | 3.37% |
| 8 | Sky Gold And Diamonds Limited | 15.12 | 3.27% |
| 9 | Power Grid Corporation of India Limited | 13.54 | 2.92% |
| 10 | Glenmark Pharmaceuticals Limited | 13.23 | 2.86% |
SIP Returns
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
| 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.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
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.