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| 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: 2.25% As on (29-09-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,195.61 Cr As on 30-09-2026(Source:AMFI) |
| Turn over: 0.91% | Exit Load: If redeemed/ switched-out within 3 months from the date of allotment: - For 10% of investments: Nil - For remaining investments:1% If redeemed/ switched-out after 3 months from the date of allotment: Nil |
42.72
0.18 (0.4213%)
15.13%
Benchmark: 11.58%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Aggressive TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 | 15.86 |
| Sharpe Ratio | 0.62 |
| Alpha | 9.55 |
| Beta | 0.29 |
| 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 | 11.95 | 4.79 | 14.85 | 12.56 | 14.77 |
Scheme Characteristics
Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
26.34%
Others
33.29%
Mid Cap
40.37%
