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 (31-08-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,252.5 Cr As on 29-08-2025(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

38.13

15.5%

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 14.04
Sharpe Ratio 0.88
Alpha 11.03
Beta 0.2
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 -1.29 16.42 18.56 22.19 -
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 8.18 16.05 13.88 16.64 12.29
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 5.28 19.69 19.89 25.8 15.87
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 5.05 17.07 15.39 17.65 -
HSBC Aggressive Hybrid Fund - Regular Growth 01-01-2013 3.8 16.49 15.97 16.0 11.14
PGIM India Aggressive Hybrid Equity Fund - Growth Option 29-01-2004 3.74 13.33 13.57 13.62 8.86
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 25-11-1999 3.57 17.15 15.95 19.17 13.15
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 2.88 15.59 15.91 16.94 12.64
HDFC Hybrid Equity Fund - Growth Plan 01-04-2005 2.88 11.56 13.05 17.27 12.04
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 2.52 17.34 17.09 19.63 -

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

27.1%

Others

30.06%

Mid Cap

42.84%

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