Aeterna Wealth
Aggressive Hybrid · Regular plan · Growth

Bank Of India Aggressive Hybrid Fund (Regular)

Bank of India Mutual Fund · benchmark: 65% Nifty 50 TRI + 35% bond funds · 10.3 years old · AMFI code 139529

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%.

A
Track-record rating: 9 of 28 in Aggressive Hybrid

A (top 30%), score 62.1 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months1.8%3.8%-2.0%16 / 28
1 year9.7%1.1%+8.6%1 / 28
3 years (a year)13.8%9.1%+4.7%12 / 28
5 years (a year)12.3%7.5%+4.9%7 / 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-21.8%
Up capture, 3Y132
Down capture, 3Y120
Information ratio, 3Y0.42
Jensen's alpha, 3Y+4.5%
Beta, 3Y1.22
Sharpe, 3Y0.44

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 (Regular plan)?

₹41.75 on 6 Nov 2026 (Growth option).

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

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

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

13.8% a year (Regular plan) over the 3 years to 6 Nov 2026, against 9.1% 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?

A: 9 of 28 Regular 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.