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BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH

Fund House:
Bank of India Mutual Fund
Category:
Hybrid: Aggressive
Status:
Open Ended Schemes
Launch Date:
05-07-2016
ISIN Number:
INF761K01DP9
Minimum Investment:
5000
Minimum SIP:
1000
Total Assets: (29-11-2024):
1052.37
Nav (20-12-2024)
39.2
CAGR Since Inception:
17.47
Benchmark:
NIFTY Mid Small Cap 400 TRI(70.00), CRISIL Short-Term Bond Index(30.00)
Expense Ratio (30-11-2024)::
2.23 %
Risko-Meter:
Very High
Exit Load:
Exit load of 1%, if redeemed within 3 months.
Asset Class
Mixed Asset
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 29.63 29.29 19.71 27.08 0
JM Aggressive Hybrid Fund (Regular) -Growth Option 30.01 29.21 23.6 23.81 12.85
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 29.08 24.31 17.24 15.38 0
HSBC Aggressive Hybrid Fund - Regular Growth 26.13 23.25 15.51 15.52 12.15
Kotak Equity Hybrid - Growth 24 20.32 16.72 17.99 13.12
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 23.38 21.04 16.98 18.86 0
BANDHAN Hybrid Equity Fund-Regular Plan Growth 22.7 19.49 14.68 16.29 0
UTI Aggressive Hybrid Fund - Regular Plan - Growth 22.59 21.85 17.83 18.63 12.34
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 21.95 21.73 18.17 17.78 12.68
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 21.94 21.64 18.06 17.71 12.63
Fund Manager
Alok Singh:
Scheme Objective
The scheme seeks to provide capital appreciation and income distribution to investors from a portfolio constituting:
Riskometer : Very High
Risko-meter
Return Analysis
Based On BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH NIFTY 50 TRI Hybrid: Aggressive
CAGR since inception 17.47% 13.95% 13.56%
1 Year 29.63% 12.84% 19.94%
3 Year 19.71% 13.73% 14.95%
5 Year 27.08% 15.28% 16.19%
10 Year 0.00% 12.46% 11.87%
Nav / Index Value as on2024-12-22 1,052.37% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Debt 23.95
Cash & Cash Equivalents 2.96
Equity 73.09
Company Holding
JINDAL STAINLESS LIMITED 2.66
COFORGE LIMITED 2.39
SWAN ENERGY LIMITED 2.06
NIPPON LIFE INDIA ASSET MANAGEMENT LIMITED 2.05
UNO MINDA LIMITED 2
CASTROL INDIA LIMITED 1.91
ERIS LIFESCIENCES LIMITED 1.89
OIL INDIA LTD. 1.82
PB FINTECH LIMITED 1.82
DIXON TECHNOLOGIES (INDIA) LIMITED 1.73
FAQ's of BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH
How do I use the SIP Calculator to calculate Bank of India Mutual Fund ?

To calculate the Bank of India Mutual Fund :

1. Visit https://www.swarajfinpro.com/Calculator-SIP

2. Put the monthly SIP amount.

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Now, you will be able to see the estimated returns.
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