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Category
Scheme
Bank of India Mid & Small Cap Equity & Debt Fund-Dir (G)
Summary Info
Fund Name : Bank of India Mutual Fund
Scheme Name : Bank of India Mid & Small Cap Equity & Debt Fund-Dir (G)
AMC : Bank of India Mutual Fund
Type : Open
Category : Hybrid - Equity Oriented
Launch Date : 29-Jun-16
Fund Manager : Alok Singh
Net Assets:(Rs in cr) 1329.20
NAV Graph
NAV Details
NAV Date : 20-Feb-26
NAV [Rs] : 42.00
Buy/Repurchase Price [Rs] : 0.00
Sell/Resale Price [Rs] : 0.00
Entry Load % : Nil
Exit Load % : For redemption/ switch ou of initial units allotted within 3 months from the date of allotment: 1% Exit Load Any redemption/ switch out from the date of allotment of units after 3 months: Nil
Latest Payouts
  Dividends Bonus
Ratio NA NA
Record Date NA NA
Investment Details
Tax Benefits : Section NA
Min. Investment (Rs) : 5000
Increm.Investment (Rs) : 1000
Performance(%)
  1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year Since INC
Scheme Return 0.50 3.99 0.07 1.30 14.16 19.97 19.75 16.13
Category Avg 0.11 1.55 -0.28 3.21 12.62 14.27 12.36 12.45
Category Best 0.82 3.99 9.98 21.99 32.16 25.52 27.84 32.94
Category Worst -2.47 -2.37 -10.98 -10.64 1.41 4.33 3.27 0.01
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
  Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
  0.8854 4.0533 0.9692 8.1310 0.0267
* Move mouse over the headings to view the definitions.
Asset Allocation
Holdings 31-Jan-26
Company Name % Hold
Hindustan Copper 3.66
Indian Bank 3.46
Abbott India 2.70
Uno Minda 2.62
PB Fintech. 2.51
Jindal Stain. 2.48
H U D C O 2.28
Bank of Maha 2.28
Bharat Dynamics 2.27
Glenmark Pharma. 2.27
ERIS Lifescience 2.10
Lloyds Metals 2.01
Nippon Life Ind. 1.98
TD Power Systems 1.92
J K Cements 1.83
Coromandel Inter 1.73
Swan Corp 1.67
HEG 1.65
S A I L 1.59
SBI Cards 1.59
Coforge 1.57
Shreeji Ship. Gl 1.38
Schaeffler India 1.31
APL Apollo Tubes 1.23
Bharat Forge 1.19
Quality Power El 1.14
Syrma SGS Tech. 1.10
Kajaria Ceramics 1.09
Zaggle Prepaid 1.05
Prudent Corp. 0.99
Ajanta Pharma 0.96
KSH Internationa 0.95
Torrent Power 0.94
MRF 0.93
Aurobindo Pharma 0.91
Goodluck India 0.84
Ipca Labs. 0.83
Triven.Engg.Ind. 0.75
Titagarh Rail 0.74
Godfrey Phillips 0.74
Deepak Nitrite 0.74
Balrampur Chini 0.73
Ganesha Ecosphe. 0.68
Ethos 0.68
Leela Palaces Ho 0.57
Arvind Ltd 0.54
Radico Khaitan 0.53
GE Vernova T&D 0.51
Castrol India 0.47
Senco Gold 0.47
CMS Info Systems 0.42
Jyoti CNC Auto. 0.12
A B Real Estate 0.02
I R F C 2.35
N A B A R D 2.00
S I D B I 1.59
Power Fin.Corpn. 0.98
Power Grid Corpn 0.91
REC Ltd 0.79
Tata Cap.Hsg. 0.45
LIC Housing Fin. 0.37
360 One Prime 0.15
GSEC2029 1.28
GSEC2035 6.48 0.96
GSEC2033 6.98 0.36
TBILL-364D 0.21
TREPS 0.56
Manappuram Fin. 2.20
ICICI Securities 0.67
Power Fin.Corpn. 0.37
Net CA & Others 6.17
Canara Bank 2.13
E X I M Bank 1.49
HDFC Bank 1.11
S I D B I 0.96
Axis Bank 0.22
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Ganesh S Shanbhag – AMFI Registered Mutual Fund Distributor. Registration Number – ARN-0988 – Valid Till 01/JUL/ 2027, Date of initial registration: 02/DEC/2004
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