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 May
Top holdings
Treps
5.5%
Coforge Ltd
3.8%
Housing & Urban Development Corp Ltd
3.2%
Jindal Stainless Ltd
3.0%
Bharat Dynamics Ltd Ordinary Shares
2.7%
Lloyds Metals & Energy Ltd
2.6%
Hindustan Copper Ltd
2.2%
PB Fintech Ltd
2.1%
Canara Bank
2.0%
Nippon Life India Asset Management Ltd Ordinary Shares
1.9%
Top industry exposure
Basic Materials
16.6%
Financial Services
13.3%
Industrials
12.9%
Technology
8.3%
Consumer Cyclical
7.7%
Other information
Minimum SIP
₹1,000
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
100%
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.