Upcoming NFO: Bank of India Mid Cap Fund
RksWealth India Pvt Ltd
AMFI-Registered Mutual Fund Distributor
Introduction
We are pleased to inform our investors about the upcoming New Fund Offer (NFO) of the Bank of India Mid Cap Fund, an open-ended equity scheme that aims to invest primarily in mid-cap companies. This NFO presents a fresh opportunity to consider mid-cap equity exposure within a well-diversified portfolio.
NFO Details
|
PARTICULAR |
INFORMATION |
|---|---|
|
Scheme Name |
Bank of India Mid Cap Fund |
|
NFO Period |
July 31, 2025 to August 14, 2025 |
|
Scheme Type |
Open-ended Equity Scheme – Mid Cap |
|
Benchmark |
Nifty Midcap 150 TRI |
|
Fund Category |
Mid Cap Equity |
|
Minimum Investment |
₹5,000 (and in multiples of ₹1 thereafter) |
|
SIP Facility |
Available (minimum ₹1,000/month) |
|
Exit Load |
1% if redeemed within 60 days; Nil thereafter |
|
Fund Manager |
Mr. Alok Singh |
|
NAV During NFO |
₹10 per unit |
Investment Objective
The primary investment objective is to generate long-term capital appreciation by investing predominantly in equity and equity-related instruments of mid-cap companies. However, there can be no assurance that the investment objective of the scheme will be achieved.
Asset Allocation Strategy
The scheme proposes to invest:
- 65–100% in equity & equity-related instruments of mid-cap companies
- 0–35% in other equities (large-cap/small-cap), debt, money market instruments
- Up to 10% in REITs and InvITs for diversification
Investment will be guided by a blend of top-down macroeconomic analysis and bottom-up stock picking.
Suitability
This fund may be suitable for:
- Investors with a long-term investment horizon (5 years or more)
- Those looking to diversify into the mid-cap segment
- Investors comfortable with market volatility
- Individuals using SIP/Lumpsum routes for equity investing
This product is suitable for investors seeking long-term capital appreciation by investing primarily in mid-cap stocks. Please refer to the Scheme Riskometer and consult your financial advisor before investing.
Key Risk Factors
- Investments in mid-cap companies are subject to higher volatility than large-cap funds.
- The scheme does not offer guaranteed returns.
- Market and liquidity risks apply as per equity investments.
- NAV may fluctuate based on market conditions.
Why Consider This NFO?
- Early access at ₹10 NAV
- Professional fund management by an experienced team
- Potential diversification into high-growth mid-sized companies
- SIP friendly, ideal for disciplined investing
Please note: Investment in mutual funds is subject to market risks. Past performance, where applicable, is not indicative of future returns.
Disclaimers
- RksWealth India Pvt Ltd is a AMFI-registered Mutual Fund Distributor (ARN – 146833 )
- This document is for information purposes only and does not constitute investment advice or a solicitation to invest.
- Investors are advised to read the Scheme Information Document (SID), Key Information Memorandum (KIM), and Product Label/Riskometer before investing.
- Mutual Fund investments are subject to market risks. Please consult your certified financial advisor before making any investment decisions.
