Bank of India Mid & Small Cap Equity & Debt Fund (G)

Bank of India Mid & Small Cap Equity & Debt Fund (G) is an Aggressive Hybrid Fund-oriented fund from the renowned AMC, Bank of India Mutual Fund. Launched in 29 June 2016, this fund is managed by Alok Singh. With assets under management (AUM) worth ₹974.2 (Cr), as of 25 March 2025, Bank of India Mid & Small Cap Equity & Debt Fund (G) is categorized as a Aggressive Hybrid Fund within its segment. The fund has generated a return of 15.69% since its launch.
The current NAV of Bank of India Mid & Small Cap Equity & Debt Fund (G) is ₹35.03, as on 25 March 2025. The fund's benchmark index is NIFTY MidSmallcap 400 Total Return Index (TRI): 70%; CRISIL Short Term Bond Fund Index: 30%. You can invest in Bank of India Mid & Small Cap Equity & Debt Fund (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹1,000 while the minimum lumpsum investment is ₹5,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
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 The fund has generated 16.49% and 29.94% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 74.88% in Equity, 24.85% in Debt and 0.27% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 24.85% in Debt, 7.60% in Capital Markets, 6.29% in Pharmaceuticals & Biotech, 5.80% in Ferrous Metals, 4.93% in IT-Software