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Bank Of India Aggressive Hybrid Fund - Regular Plan Growth

(Erstwhile BOI AXA Mid cap Equity & Debt Fund - Regular Plan Growth)
Fund House: Bank of India Mutual Fund
Invest in this Scheme
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: 2.27% As on (30-08-2026)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,050.58 Cr As on 31-08-2026(Source:AMFI)
Turn over: 0.91% | 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
NAV as on 22-09-2026

43.32

0.13 (0.3001%)

CAGR Since Inception

15.37%

Benchmark: 11.75%

PERFORMANCE

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

Start :  
Period:  

RETURNS ANALYSIS

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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 15.84
Sharpe Ratio 0.75
Alpha 10.77
Beta 0.28
Yield to Maturity 7.2
Average Maturity 2.46

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
Bank Of India Aggressive Hybrid Fund - Regular Plan Growth 05-07-2016 12.81 5.2 16.37 13.65 15.1
Navi Aggressive Hybrid Fund - Regular Plan - Growth 23-04-2018 6.31 3.2 10.66 9.45 -
Quant Aggressive Hybrid Fund - Growth Option - Regular Plan 21-03-2001 4.76 1.42 12.05 11.19 14.79
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 4.6 4.07 13.0 10.19 -
HSBC Aggressive Hybrid Fund - Regular Growth 01-01-2013 4.07 3.13 12.69 10.07 10.62
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 31-03-1991 3.2 1.44 11.04 8.34 8.93
Union Aggressive Hybrid Fund - Regular Plan - Growth Option 18-12-2020 1.81 0.93 9.73 7.9 -
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 1.73 1.17 9.83 8.54 11.38
SBI Aggresive Hybrid Fund - Regular Plan - Growth 01-12-1995 1.7 3.9 11.39 8.88 11.31
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 25-11-1999 1.53 1.76 11.61 10.85 11.84

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

26.34%

Others

33.29%

Mid Cap

40.37%

Scheme Documents

August 2026

Monthly Portfolio Disclosure - August 2026

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