How to use scorecard? Learn more
How to use scorecard? Learn more
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.84 | 56.44 | 1.51 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.43 | 43.49 | 1.29 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
CRISIL Short Term Bond Index |
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.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Bank of India Mid & Small Cap Equity & Debt Fund(IDCW) | 28.00% | 19.55% | 15.75% |
SBI Equity Hybrid Fund(IDCW-Payout) | 16.88% | 12.35% | 11.06% |
ICICI Pru Equity & Debt Fund(H-IDCW) | 10.58% | 11.65% | 11.14% |
HDFC Hybrid Equity Fund(IDCW) | 8.64% | 7.66% | 3.29% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Debt
Others
Holdings
2.66 %
Holdings
2.39 %
Holdings
2.06 %
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
21
Total AUM
₹ 11,544.41 Cr.
Alok Singh
AUM: ₹7,270.43 Cr.
|
Exp: 12yrs
PGDBA, CFA
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.
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%