info

Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

Bank of India Mutual Fund

Bank of India Consumption Fund - Regular - IDCW

★★★★ monitor_heart Health Score: 31/100 · Weak

Bank of India Mutual Fund · Equity · Sectoral/ Thematic

₹11.02

+0.01 (+0.09%) trending_up

AUM: ₹375 Cr

NAV updated about 2 months ago

Plan

Regular

Option

Idcw

Risk

Very High

Expense Ratio

1.52%

Exit Load

Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months.

Fund Manager

Nitin Gosar

Inception

Dec 2024

Benchmark

NIFTY India Consumption Total Return Index

Sharpe Ratio

Std Dev (1Y)

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

-3.43%

3m

+1.76%

6m

-7.37%

1y

-2.34%

3y

5y

10y

since inception

rate_review TopFund's Take on Bank of India Consumption Fund - Regular - IDCW

Bank of India Consumption Fund - Regular - IDCW lags behind most of its peers in the Sectoral/ Thematic category, currently carrying a 1-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 31/100.

Cost: At 1.52%, the expense ratio runs 42% above the Sectoral/ Thematic category average of 1.07%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.

Risk-adjusted performance: Risk-adjusted return metrics (Sharpe ratio, standard deviation) require at least a year of NAV history and aren't available yet for this fund.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

donut_small Sector Allocation

pie_chart Asset Allocation

Equity 96.75%
Repo 2.16%
Net Receivables 1.03%
Treasury Bills 0.06%

Frequently Asked Questions about Bank of India Consumption Fund - Regular - IDCW

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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