Aeterna Wealth
Aggressive Hybrid · Direct plan · Growth

Bank Of India Aggressive Hybrid Fund (Direct)

Bank of India Mutual Fund · benchmark: 65% Nifty 50 TRI + 35% bond funds · 10.3 years old · AMFI code 139527

Tax: Taxed as an equity fund: gains on units held over a year at 12.5% beyond ₹1.25 lakh a year; within a year, 20%.

B
Track-record rating: 13 of 28 in Aggressive Hybrid

B (middle of the peer group), score 57.4 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months2.5%3.9%-1.4%16 / 28
1 year11.2%1.2%+10.0%1 / 28
3 years (a year)15.2%9.2%+6.0%15 / 28
5 years (a year)13.7%7.6%+6.0%9 / 25

Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y15.4%
Max fall, 5Y-21.5%
Up capture, 3Y136
Down capture, 3Y115
Information ratio, 3Y0.53
Jensen's alpha, 3Y+5.8%
Beta, 3Y1.22
Sharpe, 3Y0.54

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of Bank Of India Aggressive Hybrid Fund (Direct plan)?

₹46.31 on 6 Nov 2026 (Growth option).

What is the expense ratio of Bank Of India Aggressive Hybrid Fund (Direct)?

0.86% a year; the Regular plan's is 2.24%.

What return has Bank Of India Aggressive Hybrid Fund given over 3 years?

15.2% a year (Direct plan) over the 3 years to 6 Nov 2026, against 9.2% for its composite benchmark (65% Nifty 50 TRI + 35% bond funds).

How is Bank Of India Aggressive Hybrid Fund taxed?

Taxed as an equity fund: gains on units held over a year at 12.5% beyond ₹1.25 lakh a year; within a year, 20%.

How is Bank Of India Aggressive Hybrid Fund rated?

B: 13 of 28 Direct plans in Aggressive Hybrid, on its track record. This describes the past and is not a recommendation.

Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Bank of India Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.