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

(Erstwhile BOI AXA Mid cap Equity & Debt Fund - Regular Plan Growth)
Fund House: Bank of India Mutual Fund
Category: Hybrid: Aggressive
Launch Date: 05-07-2016
Asset Class: Mixed Asset
Benchmark: NIFTY Mid Small Cap 400 TRI(70.00), CRISIL Short-Term Bond Index(30.00)
TER: 2.15% As on (29-09-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,280.28 Cr As on 30-09-2025(Source:AMFI)
Turn over: 123% | Exit Load: • For redemption/switch out of initial units allotted within 3 months from the date of allotment : 1% Exit Load • Any redemption/switch out from the date of allotment of units after 3 months: NIL

38.28

15.44%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Aggressive TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
4 Years 11 Months
8 Years 5 Months
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks to provide capital appreciation and income distribution to investors from a portfolio constituting

Current Asset Allocation (%)

Indicators

Standard Deviation 14.03
Sharpe Ratio 0.88
Alpha 11.03
Beta 0.22
Yield to Maturity 7.38
Average Maturity 2.51

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 2.79 18.32 19.54 22.73 -
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 13.13 18.53 14.65 16.94 12.38
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 10.65 19.8 16.15 18.09 -
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 9.99 21.3 19.55 26.49 15.99
PGIM India Aggressive Hybrid Equity Fund - Growth Option 29-01-2004 8.4 15.7 12.99 13.55 8.81
HSBC Aggressive Hybrid Fund - Regular Growth 01-01-2013 7.97 18.58 16.25 15.99 11.28
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 7.1 19.59 17.15 19.85 -
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 7.0 16.39 14.15 16.12 12.73
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 6.9 19.11 17.54 19.97 12.76
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 6.89 19.11 17.48 19.91 12.72

Scheme Characteristics

Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

30.08%

Others

21.96%

Large Cap

2.72%

Mid Cap

45.24%

Feedback
Notification