Bank of India Aggressive HybridRegIDCWP
Empty
4–7 yearsInvestment Horizon
HNI,MATarget Segments
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation15.9%
Sharpe Ratio0.54
Beta1.13
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
TrepsUtilities5.86%
Bank of MaharashtraFinancial Services3.28%
The Federal Bank LtdFinancial Services2.46%
Sterlite Technologies LtdTechnology2.46%
Balrampur Chini Mills LtdConsumers2.02%
Optiemus Infracom LtdTechnology1.96%
Quality Power Electrical Equipments LtdCapital Goods1.96%
Power Finance Corporation LimitedUtilities1.91%
Abbott India LtdServices1.85%
Aurobindo Pharma LtdServices1.83%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.27%
Regulatory & Tax Information
INF761K01DQ7
ISINDailyDealing Frequency
CRISIL Hybrid 35+65 - Agg TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)