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Bank of India Mid & Small Cap Equity & Debt Direct growth
Hybrid • Aggressive • Direct growth
Average credit rating
AAA (Highest)
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Aggressive
Direct growth
Launched On
20 Jul 2016
9.1 years ago
Lock-in Period
No lock-in
NAV
as of 09 Sep 2025
₹41.15
+0.0243% (0.10)
AUM
₹1,253 Cr
Expense ratio
0.74%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 3M
1%
If units sold after 3M
0%
Distribution
Market capital
What's in this fund?
Credit Rating
Sectors
Holdings
Basic Materials
Financial Services
Industrials
Technology
Healthcare
Fund House
Bank of India
Inc: 16 Jul 2008 • Total AUM: ₹12,660 Cr • Rank #32Bank of India Mutual Fund, started in 2008, has Bank of India as its sponsor. The fund house is headed by Mohit Bhatia as the CEO. As of 31 March 2024, it has an AUM of ₹7,008.76 Cr.
Fund Managers
Alok Singh
Experience: 13.30 yrs • Total AUM: 21,970 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
Canara Robeco Equity Hybrid Fund
Hybrid • Aggressive • Direct Growth3Y CAGR
14.07%
Expense ratio
0.57%
Returns vs category
Risk vs category
Sundaram Aggressive Hybrid Fund
Hybrid • Aggressive • Direct Growth3Y CAGR
12.97%
Expense ratio
0.69%
Returns vs category
Risk vs category
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.