India GDP has grown at 2X to $3.9 Tn in the last 10 Years
India Market Capitalisation has grown at 3X from $1.5 Tn in 2014 to $4.9 Tn in 2024
Mid Caps offer high growth opportunities since it presents Leaders across Industries in terms of Volume, Profit or Revenue
Note: Mid Cap universe based on the AMFI classification of sector/ Industry, above market leaders are identified basis the volume, profit or market cap. Above mentioned sectors/ stocks should not be construed as a recommendation from Bank of India Mutual Fund.
Past performance may or may not be sustained in future. Data as on June 30, 2025. Source: ACEMF. Returns are Compounded Annualised Growth Rate (CAGR). Above data is rebased at 1000 and calculated for the period Apr 01, 2005 – June 30, 2025. Large Cap - NIFTY 100 – TRI, Mid Cap - Nifty Midcap 150 – TRI, Small Cap - Nifty Smallcap 250 – TRI. The above simulation is for illustration purpose only and should not be construed as a recommendation or a promise on returns. Bank Of India Mutual Fund is not guaranteeing or forecasting any returns.
Mid Cap segment Market Cap expanded 5X as compared to 3X in Large Caps over the last five years.
Over the years, 3 new sectors have been added to the Mid Cap universe.
Mid Cap segment P/E has reduced significantly as compared to Large Cap.
In the recent past, Mid Cap has outperformed Large Cap 4 out of 6 years.
Note: Above is investment assessment approach and may change based on the market circumstances and fund managers view on the various aspects while assessing the business.
Invests predominantly in mid cap companies
Maintain healthy diversification across stocks and sectors
Identify companies based on business model, financials and growth trajectory
Focus on companies with scalable business model and upside potential
Note: Above is investment assessment approach and may change based on the market circumstances and fund managers view on the various aspects while assessing the business. The fund intends to take exposure in debt and related instruments in the range of 0–35% as per the asset allocation of the scheme. For more details please refer the Scheme Information Document.
Suitable for investor’s looking to invest in Mid Caps as a part of their asset allocation
Experienced investors who have moderate to high-risk appetite
Optimizing returns while managing volatility
Investment horizon 5 years and above
Mr. Alok Singh is a Postgraduate in Business Administration from ICFAI Business School and a CFA with over 24 years of experience in fund management.
In the past, Alok has won numerous awards for stellar fund performance during his career span. Alok heads the overall Equity & Fixed Income Investment Operations for Bank of India Investment Managers as Chief Investment Officer. Alok’s remarkable achievement includes growing the company’s Asset Under Management from ₹100 crore to approximately ₹13,150 Crore (as on June 30, 2025) since his joining in April 2012.
| Scheme | Bank of India Mid Cap Fund |
| Type | Mid Cap Fund - An open ended equity scheme predominantly investing in mid cap stocks |
| Investment Objective | The investment objective of the scheme is to generate long-term capital appreciation by investing predominantly in equity and equity related instruments of mid cap companies. However, there is no assurance that the investment objective of the Scheme will be achieved. |
| Benchmark | Nifty Midcap 150 Total Return Index |
| Fund Manager | Mr. Alok Singh |
| Plan & Options | Plans - Direct Plan & Regular plan Options under each Plan(s): Growth Income Distribution cum Capital Withdrawal (IDWC) (Reinvestment of IDWC & payout of IDWC option) |
| Exit Load |
|
| Minimum Investment | Rs 5,000 and in multiples of Rs 1/- thereafter. |
Note: For more details about the scheme, please refer the Scheme Information Document.
The below table includes asset allocation giving the broad classification of assets and indicative exposure level in percentage terms. The Asset Allocation Pattern of the Scheme under normal circumstances would be as under:
| Instruments | Indicative Allocation (% of total assets) | Risk Profile | |
|---|---|---|---|
| Minimum | Maximum | ||
| Equity & Equity related instruments of mid cap companies | 65% | 100% | Very High |
| Equity & Equity related instruments of companies other than mid cap companies | 0% | 35% | Very High |
| Debt and Money Market instruments | 0% | 35% | Low to Medium |
| Units issued by ReITs and InVITs | 0% | 10% | Very High |
Note: For more details about the scheme, please refer to the Scheme Information Document.
(Mid Cap Fund - An open ended equity scheme predominantly investing in mid cap stocks)
Investor understand that their principal will be at very high risk.
Benchmark riskometer is at very high risk.
Tier I Benchmark is Nifty Midcap 150 TRI
*Investors should consult their financial advisor if in doubt about whether the product is suitable for them.
The above product labeling assigned during the New Fund Offer (NFO) is based on internal assessment of the scheme characteristics or model portfolio and the same may vary post NFO when actual investments are made.
This presentation is for information purpose only and is not intended to be any investment advice. Please make independent research/ obtain professional help before taking any decision of investment. Bank of India Investment Managers Private Limited (AMC) makes no representation as to the quality, liquidity or market perception of any securities/ issuer/ borrower, if described in the report above, nor does it provide any guarantee whatsoever. Information and material used in this report are believed to be from reliable sources. However, AMC does not warrant the accuracy, reasonableness and/or completeness of any information. AMC does not undertake to update any information or material in this presentation. Decisions taken by you based on the information provided in this report are to your own account and risk. AMC and any of its officers, directors and employees shall not be liable for any loss or damage of any nature, as also any loss or profit in any way arising from the use of this material in any manner. This presentation, or any part of it, should not be duplicated, or contents altered/ modified, in whole or in part in any form and or re-distributed without AMC’s prior written consent.
The material includes statements/opinions which contain words or phrases such as "will", "believe", and similar expressions or variations of such expressions, that are forward looking statements. Actual results may differ materially from those suggested by the forward looking statements due to risk or uncertainties associated with the statements mentioned with respect to but not limited to exposure to market risks, general economic and political conditions in India and other countries globally, which have an impact on investments, the monetary and interest policies of India, inflation, deflation, unanticipated turbulence in interest rates, foreign exchange rates, equity prices or other rates or prices etc. Past performance may or may not be sustained in future. This is not intended for distribution or use by any person in any jurisdiction where such distribution would be contrary to local law or regulation. The distribution of it, in certain jurisdictions may be restrictions. The sector(s) referred, should not be construed as any kind of recommendation and are for general information only.