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Bank of India Mid & Small Cap Equity & Debt Fund Direct Growth
4Direct
Growth
3 yr CAGR
+16.66%
4Direct
Growth
3 yr CAGR
+16.66%
Fund overview
Net Asset Value
₹29.3
AUM (Fund size)
462.92 Crore
Lock-in period
No Lock-in
Exit Load
1% in 365 days
Expense ratio
1.55%
Risk
Very High
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.87 Lakhs ₹
Min investment of ₹1,000 required
Top holdings
| Holdings | Weightage |
|---|---|
| Jindal Stainless Ltd | 5.65% |
| Union Bank of India | 4.19% |
| UNO Minda Ltd | 3.38% |
| Power Grid Corporation of India Ltd. 7.5% | 3.24% |
| Kotak Mahindra Bank Limited (Formerly Kotak Mahindra Finance Limited) | 3.17% |
| Astral Ltd | 3.04% |
| Power Finance Corp Ltd | 2.89% |
| 7.26% Govt Stock 2033 | 2.83% |
| Export-Import Bank Of India | 2.7% |
| APL Apollo Tubes Ltd | 2.57% |
Calculate returns
Monthly (SIP)
One-Time
₹
yrs
₹4,000 invested monthly becomes ₹0 in a period of 20 years
Top Sectors
Related Funds
| Fund | NAV | 3yr Returns | Risk |
|---|---|---|---|
| 307.86 | 31.25% | Very High Risk | |
| 51.94 | 24.62% | Very High Risk | |
| 88.40 | 23.76% | Very High Risk | |
| 292.91 | 19.83% | Very High Risk | |
| 46.55 | 17.77% | Very High Risk | |
| 53.40 | 23.53% | Very High Risk | |
| 28.43 | 19.79% | Very High Risk | |
| 18.68 | 16.8% | Very High Risk | |
| 304.55 | 18.37% | Very High Risk | |
| 1293.53 | 19.11% | Very High Risk |
About Bank of India Investment Managers Private Limited
BOI AXA Investment Managers Private Limited is a joint venture between Bank of India and AXA Investment Managers, a part of AXA Group, one of the world’s largest players in the Financial Protection industry.
Managers | Alok Singh |
Custodians | Deutsche Bank AG |
Address | Bank of India Investment Managers Private Limited B/204, Tower 1, Peninsula Corporate Park, |
Fax Nos. | +91 22 40479001 |
Telephone Nos. | +91 22 40479000 |
Homepage | https://www.boimf.in/ |
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Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.87 Lakhs ₹
Min investment of ₹1,000 required
Why Invest with ClearTax
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Frequently Asked Questions
What are Balanced/Hybrid funds?
Hybrid funds are mutual funds in which the fund manager allocates your money in both equity and debt in a certain ratio. The ratio is decided when the fund is announced and it remains constant throughout.
Who should invest in a Balanced/hybrid fund?
Balanced funds are suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation
Who should invest in a Balanced/hybrid fund?
Balanced funds are suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation
What is a lock-in period?
It is the period for which your money will remain locked in the mutual fund. Most mutuals do not have any lock-in period. ELSS, Tax-Savers, come with a lock-in of 3 years which is the lowest compared to other 80C investment options. Lock-in period is calculated from the date of investment. Meaning SIPs will have different lock-in dates
Is KYC necessary for BLACK?
KYC is necessary for all fund houses. If you are investing through BLACK, you need to do your KYC just once. The same KYC will be used for all further investments.
What is a Mandate (Auto-SIP)?
A Mandate is a one-time registration through which you instruct your bank account to deduct a specified amount of money from your account daily towards investing into a SIP portfolio. Once you register for Mandate, you don’t have to follow the payment process every time you invest in the SIP.
