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

Fund1.93%

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

Fund6.54%

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

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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	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

SBI Contra Fund - Regular Plan -Growth

SBI Mutual Fund

Expense Ratio: 1.48

NAV / Fund Size

₹378.53₹49,963.25 Cr

Incep: 06-05-2005

Contra FundVery High RiskEquity

-2.53%

-1.25%

12.81%

15.93%

12.80%

Fund Details

SBI Contra Fund - Regular Plan -Growth

NAV / Fund Size₹378.53₹49,963.25 Cr

Contra FundVery High RiskEquity

-2.53%

-1.25%

12.81%

15.93%

12.80%

ITI Small Cap Fund - Regular Plan - Growth Option

ITI Mutual Fund

Expense Ratio: 1.85

NAV / Fund Size

₹32.81₹2,795.70 Cr

Incep: 27-01-2020

Small Cap FundVery High RiskEquity

12.29%

9.03%

24.22%

15.95%

20.35%

Fund Details

ITI Small Cap Fund - Regular Plan - Growth Option

NAV / Fund Size₹32.81₹2,795.70 Cr

Small Cap FundVery High RiskEquity

12.29%

9.03%

24.22%

15.95%

20.35%

Bank Of India Small Cap Fund Regular Plan Growth

Bank of India Mutual Fund

Expense Ratio: 2.02

NAV / Fund Size

₹55.26₹1,942.06 Cr

Incep: 28-11-2018

Small Cap FundVery High RiskEquity

14.32%

9.83%

21.26%

18.42%

25.33%

Fund Details

Bank Of India Small Cap Fund Regular Plan Growth

NAV / Fund Size₹55.26₹1,942.06 Cr

Small Cap FundVery High RiskEquity

14.32%

9.83%

21.26%

18.42%

25.33%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	61999	+3.3%	+6.9%
SI	07 Jan, 25	95000	1.01 L.	+6.2%	+7.9%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	21 Jul, 25	1 L.	1.02 L.	+1.9%	N/A
SI	23 Dec, 24	1 L.	1.10 L.	+10.5%	+6.5%

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.