Hybrid Aggressive Hybrid Fund Very High Risk
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.
Expert-managed portfolios tailored to your financial goals.
Estimation is based on the past performance
| Aggressive Hybrid Fund | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | 12.48% | 5.9% | 3.89% | 4.52% | 13.63% | 7.56% | 19.8% | 15.07% | 17.28% | 0% | 15.23% |
| Category returns | 7.7% | -1.01% | -3.64% | -1.18% | 3.3% | 5.27% | 13.07% | 11.07% | 11.87% | 11.75% | N/A |
| Absolute returns | 0.67% | 5.14% | 5.72% | 7.44% | 6.19% | 14.95% | 70.22% | 89.78% | 112.72% | 0% | 302.9% |
| Rank within category | 2 | 2 | 1 | 2 | 1 | 5 | 1 | 2 | 2 | 21 | N/A |
| Total Schemes in Category | 29 | 29 | 29 | 29 | 29 | 29 | 29 | 29 | 29 | 20 | N/A |
| Aggressive Hybrid Fund | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Yearly returns | N/A | 47.09% | -14.17% | -4.68% | 31.14% | 54.48% | -4.77% | 33.71% | 25.79% | -0.92% | 4.35% |
| Q1 returns | N/A | 12.63% | -4.09% | 2.86% | -15.24% | 9.59% | -4.64% | -3.5% | 5.39% | -10.65% | -7.85% |
| Q2 returns | N/A | 5.96% | -4.47% | -8.18% | 11.69% | 19% | -13.75% | 10.64% | 15.13% | 11.57% | 13.24% |
| Q3 Returns | N/A | 7.39% | -7.06% | -1.93% | 21.72% | 10.27% | 12.29% | 13.66% | 4.28% | -3.6% | N/A |
| Q4 Returns | -5.58% | 14.78% | 0.8% | 2.91% | 13.8% | 7.42% | 3.12% | 10.17% | -0.59% | 3.1% | N/A |
Expense ratio: 1.82%
Inclusive of GST
Exit load
1% on or before 3M, Nil after 3M
| Alpha | 0.0393055 |
| Beta | 0.8054 |
| Sharpe Ratio | 0.269017 |
| Sortino Ratio | 0.51255 |
| R-Squared | 0.9199 |
| Tracking Error | 1.5567 |
| Downside Risk | 19.7262 |
| Std. Deviation (Annualised) | 14.8747 |
| Aggressive Hybrid Fund | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Expense Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of India Mid & Small Cap Equity & Debt Fund - Regular Plan - Growth Current | 12.48% | 5.9% | 3.89% | 4.52% | 13.63% | 19.8% | 17.28% | 0% | 15.23% | 1,281.95 | 2.03 | 0.26 | Very High |
| ICICI Prudential Equity & Debt Fund - Growth | 6.61% | -0.8% | -2.27% | 1.98% | 5.07% | 17.63% | 18.26% | 15.88% | 14.93% | 46,700.40 | 1.54 | 0.35 | Very High |
| JM Aggressive Hybrid Fund - Regular Plan - Growth | 8.13% | -2.49% | -7.23% | -5.03% | -0.94% | 16.27% | 14.06% | 12.22% | 12.01% | 651.98 | 2.36 | 0.23 | Very High |
| Bandhan Aggressive Hybrid Fund - Regular Plan - Growth | 8.27% | 0.19% | -2.31% | 2.09% | 8.72% | 15.34% | 13% | 0% | 11% | 1,676.28 | 2.07 | 0.25 | Very High |
| Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth | 7.62% | -0.13% | -2.77% | -0.38% | 3.76% | 15.1% | 14.44% | 12.72% | 11.66% | 3,308.90 | 1.86 | 0.26 | Very High |
| Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | 6.2% | -3.11% | -5.01% | -2.75% | 1.07% | 14.7% | 13.47% | 0% | 15.39% | 2,057.93 | 2.00 | 0.24 | Very High |
| HSBC Aggressive Hybrid Fund - Regular Plan - Growth | 8.48% | 0.61% | -3.34% | 0.49% | 9.53% | 14.47% | 11.34% | 11.18% | 11.93% | 5,005.34 | 1.88 | 0.19 | Very High |
| Kotak Aggressive Hybrid Fund - Regular Plan - IDCW | 9.61% | 0.89% | -2.17% | 0.78% | 7.84% | 14.43% | 13.09% | 12.91% | 12.9% | 7,811.59 | 1.74 | 0.22 | Very High |
| SBI Equity Hybrid Fund - Regular Plan - IDCW | 9.11% | 1.76% | -1.23% | 2.06% | 6.46% | 14.29% | 12.04% | 12.29% | 14.8% | 76,291.80 | 1.39 | 0.25 | Very High |
| UTI Aggressive Hybrid Fund - Regular Plan - Growth | 6% | -3.05% | -3.14% | -1.15% | 1.95% | 14.14% | 13.8% | 12.32% | 4.6% | 6,115.27 | 1.88 | 0.26 | Very High |
| Instrument Allocation | Instrument | Assets % |
|---|---|---|
|
|
0.00% |
| Sector Allocation | Sector | Assets % |
|---|---|---|
| 0.00% |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Total | 0.00% |
Mr. Alok Singh has 12 years of experience in Fixed Income Fund Management. As part of his previous employer BNP Paribas Mutual Fund, Alok has won numerous awards for stellar fund performance over the last three years.
RETURNS
It is an Open ended scheme that primarily invests in Aggressive Hybrid Fund.
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 scheme benchmark is the CRISIL Short Term Bond Index
It is classified as Very High Risk, suitable for investors with a Very High risk appetite.
Returns Delivered by the funds are as follows:
1-year: 6.19%
3-year: 19.38%
5-year: 16.29%
Top holdings include names such as:
The NAV is around ₹40.29 (approx.) for the Bank of India Mid & Small Cap Equity & Debt Fund - Regular Plan - Growth.
The fund’s AUM is approximately ₹1,482 Cr.
The expense ratio for the Regular Plan is 1.82.
1% on or before 3M, Nil after 3M.
Minimum SIP starts at ₹1000.
The minimum lump sum investment is ₹5000. Often platforms may require higher in practice, but the statutory minimum remains the same.
You can start a SIP through:
Broker/agent platform like Sharescart.
Enter KYC details, choose the Regular Growth option, set SIP amount/frequency, and submit.
Yes. You can modify your SIP amount or frequency anytime online through the Sharescart platform.
You can redeem online via the Sharescart platform — choose the scheme, select the amount/units, and submit. Proceeds are credited to your bank account.
The fund manager: Alok Singh
This fund is suitable for investors with a Very High risk tolerance.
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