Formerly BOI AXA Mid & Small Cp Eq & Dbt Reg Gr
Aggressive hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.
This makes their performance difficult to assess.
With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
₹ 364 Cr
The performance of the fund on a Fund Size metric has been Neutral
The performance of the fund on a Outperformance Consistency metric has been Satisfactory
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NAV (Sep 28)
6 Month CAGR
The scheme's objective is to provide capital appreciation and income distribution to investors from a portfolio constituting of mid and small cap equity and equity related securities as well as fixed income securities. However there can be no assurance that the income can be generated,regular or otherwise,or the investment objectives of the Scheme will be realized.
Launched (6y ago)
Jul 20, 2016
AUM in Crores
CRISIL Short Term Bond Fund TR INR
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
net receivables / (payables)5.5%
uno minda ltd4.8%
apl apollo tubes ltd4.5%
varun beverages ltd4%
|Fund Name||Fund Size||Rolling Returns|
₹ 20,359 cr
₹ 583 cr
₹ 361 cr
₹ 2,749 cr
₹ 3,320 cr
BOI AXA Investment Mngrs Private Ltd
Bank of India Investment Managers Private Limited manages assets worth 3,103 crores and was set up on 12 April 2007. It's current offering of mutual fund schemes includes 29 equity,28 debt and 25 hybrid funds.
|Fund Name||Scripbox Opinion||Till Date CAGR|
Bank of India Mid & Small Cap Equity & Debt Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 13.7% over a period of 6 years. The fund was previously known as BOI AXA Mid & Small Cp Eq & Dbt Reg Gr. The fund is managed by Bank of India Investment Managers Private Limited. The fund manager’s name is Alok Singh.
Nav of Bank of India Mid & Small Cap Equity & Debt Fund (G) as of 9/28/2022 is ₹22.06 with the total AUM as of 9/29/2022 is ₹363.572. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bank of India Mid & Small Cap Equity & Debt Fund (G) was launched on Jul 20, 2016. The category risk of the fund is Very High Risk.
The minimum SIP amount for Bank of India Mid & Small Cap Equity & Debt Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
What is Bank of India Mid & Small Cap Equity & Debt Fund (G)?
How to invest in Bank of India Mid & Small Cap Equity & Debt Fund (G)?
You can invest in Bank of India Mid & Small Cap Equity & Debt Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Bank of India Mid & Small Cap Equity & Debt Fund (G)?
The minimum sip amount for Bank of India Mid & Small Cap Equity & Debt Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Bank of India Mid & Small Cap Equity & Debt Fund (G) good to invest in?
As per Scripbox experts, Bank of India Mid & Small Cap Equity & Debt Fund (G) is a Neutral fund. You can investBank of India Mid & Small Cap Equity & Debt Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Bank of India Mid & Small Cap Equity & Debt Fund (G)?
The expense ratio of the Bank of India Mid & Small Cap Equity & Debt Fund (G) is 2.59% for regular plan.