Bank of India Aggressive Hybrid Fund - Direct Plan has delivered 103.19% absolute return over the last 5 years.
The average return for Aggressive funds is 59.52% .
This fund ranks #2 in its category based on 5-year returns.
The largest portfolio holding is TREPS with a portfolio weight of 5.69% .
The fund currently owns more than 106 stocks.
The top 10 holdings account for 24.27% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 25.71% | -3.09% |
| 2 Year Return | 63.11% | 8.90% |
| 3 Year Return | 94.05% | 24.89% |
| 4 Year Return | 232.20% | 44.78% |
| 5 Year Return | 258.79% | 59.52% |
| 6 Year Return | 255.60% | 94.54% |
| 7 Year Return | N/A | 119.15% |
| Expense Ratio | 0.60% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
5.69%
|
||
| 2 | Health Care |
2.27%
|
|
| 3 | Financials |
2.15%
|
|
| 4 | Pharmaceuticals |
2.15%
|
|
| 5 | Consumer Discretionary |
2.12%
|
|
| 6 | Shipping |
2.07%
|
|
| 7 | Health Care |
2.06%
|
|
| 8 | Financials |
1.97%
|
|
| 9 | Consumer Staples |
1.90%
|
|
| 10 | Financials |
1.89%
|
|
| 11 | Health Care |
1.82%
|
|
| 12 | Communication Services |
1.79%
|
AMC: BANKOFINDIA
Category: Hybrid • Aggressive
Launch Date: 29 Jun 2016
Fund Manager: Mr. Alok Singh
Minimum Purchase: ₹5,000
Exit Load: For redemption/switch out upto 10% of the initial units allotted - within 3 months from the date of allotment Nil. Any redemption/switch out - in excess of the above mentioned limit would be subject to an exit load of 1%, if the units are redeemed/ switched out within 3 months from the date of allotment of units. If the units are redeemed/switched out after 3 months from the date of allotment of units - Nil.
Lock-in: 1
Risk: Moderate Risk
Bank of India Aggressive Hybrid Fund - Direct Plan is managed by BANKOFINDIA and belongs to the Hybrid category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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