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Bank of India Aggressive Hybrid Fund - Regular Plan - Growth
Hybrid Aggressive Hybrid Fund Very High Risk Fund Manager: Alok Singh

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📓 Notes
9.99%
1Y Return
-0.78% 1D
Overview Returns Historical Holdings Peer Comparison Fund Managers AMC FAQ
Latest NAV
₹41.72
Fund Size
₹2,196 Cr
Turnover Ratio
0.97
Lock-in Period
Nil
Inception Date
20 Jul 2016
Return Since Inception
14.95%
Fund Type
Open ended scheme
Min. Lumpsum / SIP
₹5000 / ₹1000

The scheme's objective is to provide capital appreciation to investors from a portfolio constituting of mid and small cap equity and equity related securities as well as fixed income securities. However, there is no assurance that the investment objective of the scheme will be achieved.

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NAV Performance
Historical Net Asset Value
9.99% 1Y Return
≤ 1 year — Absolute; > 1 year — CAGR
Return Calculator
Estimation based on past performance
Monthly Investment
₹
Over The Past
Invested Amount
0
Est. Returns
0
After 0 Years your investment will be:
₹ 0 (0%)
Lumpsum Investment
₹
Over The Past
Invested Amount
0
Est. Returns
0
After 0 Years your investment will be:
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Returns and Rankings
Benchmark: Nifty MidSmallcap 400 - TRI
Aggressive Hybrid Fund 1M3M6M9M1Y 2Y3Y4Y5Y10YALL
Fund returns -3.72%-0.1% 5.14%11.19% 9.99%3.48% 14.08%16.54% 11.8%14.43% 14.95%
Category returns -2.76%-3.39% -1.17%-2.16% -3.47%-0.49% 8.89%10.15% 7.53%10.37% N/A
Absolute returns -3.72%-0.1%5.14%11.19%9.99%7.08%48.52%84.52%74.71%284.95% 317.2%
Rank within category 27/30 2/30 2/29 1/29 1/29 3/29 1/29 1/29 1/29 1/21 N/A
≤ 1 year — Absolute; > 1 year — CAGR
Historical Data
Benchmark: Nifty MidSmallcap 400 - TRI
Aggressive Hybrid Fund 20162017201820192020202120222023202420252026
Yearly returnsN/A47.09%-14.17%-4.68%31.14%54.48%-4.77%33.71%25.79%-0.92%8.05%
Q1 returnsN/A12.63%-4.09%2.86%-15.24%9.59%-4.64%-3.5%5.39%-10.65%-7.85%
Q2 returnsN/A5.96%-4.47%-8.18%11.69%19%-13.75%10.64%15.13%11.57%17.2%
Q3 returnsN/A7.39%-7.06%-1.93%21.72%10.27%12.29%13.66%4.28%-3.6%2.09%
Q4 returns-5.58%14.78%0.8%2.91%13.8%7.42%3.12%10.17%-0.59%3.1%-2%
Expense Ratio, Exit Load & Tax
Expense Ratio: 2.25% (Inclusive of GST)
Exit Load

NIL for 10% of investments and 1% for remaining investments on or before 3M, NIL after 3M

Advanced Ratios
Alpha0.181408
Beta0.8009
Sharpe Ratio0.186634
Sortino Ratio0.355684
Risk Metrics
R-Squared0.9132
Tracking Error1.5798
Downside Risk19.9261
Std. Deviation (Annualised)14.5821
Peer Comparison
Aggressive Hybrid Fund 1M3M6M9M1Y3Y5Y10YALL Fund Size (Cr)Exp. RatioSharpeRisk
Bank of India Aggressive Hybrid Fund - Regular Plan - Growth Current -3.72% -0.1% 5.14% 11.19% 9.99% 14.08% 11.8% 14.43% 14.95% 2,195.61 2.25 0.19 Very High
Bandhan Aggressive Hybrid Fund - Regular Plan - Growth -2.25% -2.03% 1.6% 1.74% 0.67% 12.1% 8.65% N/A 10.69% 2,663.00 2.25 0.17 Very High
ICICI Prudential Aggressive Hybrid Fund - Growth -2.78% -4.67% -3.63% -4.02% -4.44% 11.28% 11.73% 13.77% 14.54% 50,706.10 1.61 0.17 Very High
HSBC Aggressive Hybrid Fund - Regular Plan - Growth -3.27% -0.86% 3.4% 4.14% -0.31% 11.16% 8.47% 10.16% 11.81% 5,651.50 1.96 0.14 Very High
Quant Aggressive Hybrid Fund - Growth -4.07% -6.93% 1.26% 4.75% 1.23% 10.88% 9.54% 14.42% 15.94% 2,107.64 2.73 0.12 Very High
SBI Aggressive Hybrid Fund - Regular Plan - IDCW -1.92% -3.38% -0.9% -0.14% -1.79% 10.53% 7.76% 10.88% 14.53% 86,162.80 1.40 0.14 Very High
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth -2.47% -2.72% -0.85% -1.52% -3.16% 10.37% 10.06% 11.47% 11.28% 3,874.96 2.08 0.13 Very High
Kotak Aggressive Hybrid Fund - Regular Plan - IDCW -3.59% -4% -1.15% 0.22% -2.61% 10.33% 9.07% 11.18% 12.63% 9,040.28 1.89 0.13 Very High
Navi Aggressive Hybrid Fund - Regular Plan - Growth -1.58% 0.55% 5.56% 6.11% 5.56% 10.21% 8.45% N/A 9.7% 115.21 2.60 0.12 Very High
LIC MF Aggressive Hybrid Fund - Growth -3.08% -0.76% 1.43% -0.46% -2.4% 9.2% 6.84% 8.2% 8.67% 561.32 2.80 0.11 Very High
Holdings (0)
Instrument Type
Sector
NameSectorInstrumentAssets %
Total0.00%
FUND MANAGERS
Managed By Experts
MN
Mr. Nilesh Jethani
in

He has over 9 years of experience in Equity Research across Financial, IT and Capital Goods sector.

Age
32 Yrs
Experience
9 Years
Reported
04 Jan 2024
PG Program in Global Financial Markets, CFA-Level 2
FAQ
All You Need To Know About Mutual Funds
It is an Open ended scheme that primarily invests in Aggressive Hybrid Fund.
The scheme's objective is to provide capital appreciation to investors from a portfolio constituting of mid and small cap equity and equity related securities as well as fixed income securities. However, there is no assurance that the investment objective of the scheme will be achieved.
The scheme benchmark is the Nifty MidSmallcap 400 - TRI.
It is classified as Very High Risk.
1-year: 9.99% | 3-year: 14.08% | 5-year: 11.8%
Top holdings include:
The NAV is around ₹41.72.
The fund's AUM is approximately ₹2,196 Cr.
The expense ratio for the Regular Plan is 2.25%.
NIL for 10% of investments and 1% for remaining investments on or before 3M, NIL after 3M.
Minimum SIP starts at ₹1000.
The minimum lump sum investment is ₹5000.
You can start a SIP through the Sharescart platform. Enter KYC details, choose the Regular Growth option, set SIP amount and frequency, and submit.
The fund manager: Alok Singh
This fund is suitable for investors with a Very High risk tolerance.
📈

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Bank of India Aggressive Hybrid Fund - Regular Plan - Growth
Very High Risk | Aggressive Hybrid Fund | Hybrid
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