Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Bank Of India Mid & Small Cap Equity & Debt (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Mar
Top holdings
Jindal Stainless Ltd
3.9%
Oil India Ltd
3.7%
Indian Railway Finance Corporation Limited - NCD & Bonds
3.0%
Indus Towers Ltd Ordinary Shares
2.7%
Treps
2.5%
UNO Minda Ltd
2.4%
Power Grid Corporation Of India Limited - NCD & Bonds
2.3%
Castrol India Ltd
2.2%
JK Cement Ltd
2.2%
CRISIL Ltd
2.1%
Top industry exposure
Basic Materials
14.9%
Financial Services
13.9%
Consumer Cyclical
13.6%
Industrials
9.4%
Healthcare
8.0%
Other information
Minimum SIP
₹1,000
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
130%
Lock-in period
-
Exit load
• 1% for redemption within 90 days
Fund objective
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.