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Bank of India Business Cycle Fund

Bank of India Mutual Fund Thematic Fund As of 2026-06-30
Holdings
59
Well diversified
Top 10 weight
39%
Concentration
Strategy data
N/A
Not reported
Equity
92%
Asset allocation

Portfolio

26Sectors 1Large positions 15.3%Top: Banks 4.9%Cash

Market-cap allocation

Large cap53%
Mid cap12%
Small cap27%

Asset allocation

Equity92%
Cash5%
Gold3%

Top holdings

Holdings appear once portfolio data is connected.

AI Smart summary

Portfolio read

  • 92% equity, 5% cash, 3% gold.
  • 59 disclosed positions across 26 classified equity sectors.
  • Largest equity sector is Banks at 15.3% of the portfolio.
  • Top 10 positions account for 39%, indicating relatively distributed position weights.

Watchpoints

  • No threshold-based concentration or allocation warning was triggered by the available portfolio data.

Auto-generated from fund metrics. Educational only - not investment advice.

Peer comparison

Other funds in Thematic Fund.

HDFC Manufacturing Fund86 holdings · 33% top 10
ICICI Prudential Manufacturing Fund85 holdings · 35% top 10
ICICI Prudential Business Cycle Fund82 holdings · 52% top 10

Sector exposure

Full industry / sector breakdown aggregated from the fund's holdings.

Banks15.3%
Power9.4%
Electrical Equipment7.9%
Consumer Durables7.7%
Capital Markets6.9%
Pharmaceuticals & Biotechnology4.2%
Industrial Products4.2%
Telecom - Services3.8%
Healthcare Services3.4%
Auto Components2.9%
Textiles & Apparels2.7%
Automobiles2.6%
Food Products2.5%
Retailing2.4%
Other 12 sectors16.1%