Bank of India Investment Managers Private Limited

Bank Of India Tax Advantage Fund-Regular Plan- Growth

EquityTax Savings
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return20.5%
  • 3 yr return27.8%
  • 5 yr return13.9%
  • Expense Ratio2.31%
  • Lock-in Period-3 years
  • Exit Load0%
  • Fund Size (Cr)Rupees739.1
  • NAVRupees106.4

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment Objective

The Scheme Seeks To Generate Long-Term Capital Growth From A Diversified Portfolio Of Predominantly Equity And Equity-Related Securities Across All Market Capitalisations. The Scheme Is In The Nature Of Diversified Multi-Cap Fund. The Scheme Is Not Providing Any Assured Or Guaranteed Returns.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • ICICI Bank Limited 6.5
  • HDFC Bank Limited 6
  • State Bank of India 6
  • Net Receivables / Payables 5.6
  • Canara Bank 3.8
  • Reliance Industries Limited 2.9
  • NTPC Limited 2.9
  • ITC Limited 2.7
  • Larsen & Toubro Limited 2.4
  • Balrampur Chini Mills Limited 2.4
  • Axis Bank Limited 2.3
  • Sectors %
  • Banks31
  • Cash/Deposits/Margins/Treps/Repo/Swaps6.9
  • Pharmaceuticals5.9
  • Finance5.2
  • Fertilizers5.1

Fund House