Comprehensive analysis of Bank of India Bluechip Fund - Direct (G) (42102) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Bank of India Investment Managers Private Ltd
The investment objective of the scheme is to provide investors with the opportunities long term capital appreciation by investing predominantly in equity and equity-related instruments of large cap companies. However, there can be no assurance that the income can be generated, regular or otherwise, or the Investment Objective of the scheme will be realized.
A comprehensive at-a-glance view of key mutual fund health indicators
Weak Returns
High Risk
Low Expense Ratio
Equity Focused
Established Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Market exposure level
Outperformance vs benchmark
Historical performance consistency
Recent performance momentum
Fund management costs
Fund manager experience
Risk-adjusted returns
Assets under management
This fund has outperformed its benchmark by 2.79% over the 3Y period.
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| HDFC Bank Ltd | Banks | 8.70% |
| HDFC Bank Ltd | Banks | 8.35% |
| ICICI Bank Ltd | Banks | 5.27% |
| State Bank of India | Banks | 4.82% |
| State Bank of India | Banks | 4.80% |
| ICICI Bank Ltd | Banks | 4.58% |
| Reliance Industries Ltd | Refineries | 3.95% |
| Reliance Industries Ltd | Refineries | 3.78% |
| Coforge Ltd | IT - Software | 3.63% |
| Net CA & Others | Debt Others | 3.58% |
Compare against Large Cap Fund category average
This comparison shows how the fund performs relative to the Large Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Large Cap Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| HDFC Large Cap Fund - Direct (G) | ₹1242.82 | 5.36% | 4.39% | 21.82% |
| HDFC Large Cap Fund - Regular (G) | ₹1149.47 | 5.05% | 3.76% | 21.10% |
| Franklin India Bluechip Fund - Direct (G) | ₹1142.83 | 5.68% | 7.76% | 19.04% |
| Franklin India Bluechip Fund - (G) | ₹1032.71 | 5.30% | 6.95% | 18.06% |
| Kotak Large Cap Fund - Direct (G) | ₹664.99 | 6.06% | 6.60% | 21.26% |
| Aditya Birla SL Large Cap Fund - Direct (G) | ₹590.00 | 7.05% | 7.28% | 21.18% |
| Tata Large Cap Fund - Direct (G) | ₹581.30 | 5.49% | 3.59% | 20.77% |
| Kotak Large Cap Fund (G) | ₹578.42 | 5.47% | 5.40% | 19.81% |
| Aditya Birla SL Large Cap Fund (G) | ₹534.06 | 6.71% | 6.57% | 20.38% |
| HSBC Large Cap Fund - Direct (G) | ₹528.78 | 1.25% | 4.30% | 20.47% |
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