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Bank of India Mid & Small Cap Equity & Debt Fund

Growth

HybridAggressive Hybrid Fund

Mid-size FundAssets Under Mgmt: ₹ 1,009 Cr

Very High RiskPrinciple investment will be at very high risk

40.551.12% (+0.45)

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HybridAggressive Hybrid Fund

Mid-size FundAssets Under Mgmt: ₹ 1,009 Cr

Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio	No LabelNo Label	No LabelNo Label
0.88	52.60	1.51

No LabelNo Label	No LabelNo Label	No LabelNo Label
1.42	45.37	1.70

Scheme Info

PlanPlan	Lock inLock in	Exit LoadExit Load
Growth	0 yrs	1.00% 1% on or before 3M Nil after 3M

SIP Inv.SIP Inv.	Min. LumpsumMin. Lumpsum
Allowed	₹ 5,000 Initial: ₹ 5,000 Incremental: ₹ 1,000

BenchmarkBenchmark
CRISIL Short Term Bond Index

About Aggressive Hybrid Fund

Aggressive Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.

Peers & Comparison

Comparing 3 mutual funds from
HybridAggressive Hybrid Fund

Returns

Scheme

Ratios

Mutual Fund	1Y Returns1Y Returns	3Y CAGR3Y CAGR	Life CAGRLife CAGR
Bank of India Mid & Small Cap Equity & Debt Fund	28.98%	19.32%	18.26%
SBI Equity Hybrid Fund	20.75%	11.39%	15.05%
ICICI Pru Equity & Debt Fund	26.91%	19.26%	17.99%
HDFC Hybrid Equity Fund	19.87%	13.43%	12.95%

Price Comparison

Compare Bank of India Mid & Small Cap Equity & Debt Fund with any MF, ETF, stock or index

Bank of India Mid & Small Cap Equity & Debt Fund

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AMC Profile

Bank of India Investment Managers (formerly BOI AXA Investment Managers) is a wholly owned subsidiary of Bank of India, which was founded in 1906 as a banking services company and later nationalised in 1969. The AMC BOI brings 14 years of rich experience in fund management catering to the needs of investors across various investment objectives. The fund house currently manages 17 varied mutual fund schemes across 2 lakh+ investors and 2700+ Cr. in AUM.

No.of Schemes
20
Total AUM
₹ 11,319.27 Cr.

Fund Manager Profile

Alok Singh

AUM: ₹7,028.05 Cr.

Exp: 12yrs

Qualification

PGDBA, CFA

Past Experience

Mr. Alok Singh has 12 years of experience in Fixed Income Fund Management. As part of his previous employer BNP Paribas Mutual Fund, Alok has won numerous awards for stellar fund performance over the last three years.

Tax Implications

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Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)

This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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