Bank of India Mid & Small Cap Equity & Debt Fund Regular Growth

• Alpha 0.93%
• Beta 1.24
• Sharpe Ratio0.81
• Std Deviation 14.10%
• Tracking Error 12.63%

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.

The Bank of India Mid & Small Cap Equity & Debt Fund Regular Growth has an AUM of 1349.38 crores & has delivered CAGR of 18.19% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.03%. The minimum investment in Bank of India Mid & Small Cap Equity & Debt Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 1000.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Net Receivables / (Payables), Hindustan Copper, Indian Bank & Abbott India.

The major sectors where the fund is invested are Biotechnology & Drugs, Iron & Steel, Regional Banks & Consumer Financial Services.

Some of the similar funds are Bank of India Mid & Small Cap Equity & Debt Fund Regular Growth, Bandhan Aggressive Hybrid Fund Regular Plan Growth, Baroda BNP Paribas Aggressive Equity Hybrid Regular Growth, Invesco India Aggressive Hybrid FundRegular Growth, Axis Aggresive Hybrid Fund Regular Growth. Bank of India Mid & Small Cap Equity & Debt Fund Regular Growth has a sharpe ratio of 0.81 & a standard deviation of 14.10%.