Funds similar to Bank of India Mid & Small Cap Equity & Debt Fund Direct-Growth in the Hybrid: Aggressive Hybrid category include SBI Equity Hybrid Fund Direct Plan-Growth, ICICI Prudential Equity & Debt Fund Direct-Growth, and HDFC Hybrid Equity Fund Direct Plan-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

On a 3-year return basis Bank of India Mid & Small Cap Equity & Debt Fund Direct-Growth is ranked 1 out of 41 funds in the Hybrid: Aggressive Hybrid category as of 23 Jul 2026. On a 5-year return basis it ranks 3 out of 41. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.

Bank of India Mid & Small Cap Equity & Debt Fund Direct-Growth has an expense ratio of 0.87%. The peers SBI Equity Hybrid Fund Direct Plan-Growth has an expense ratio of 0.74% and ICICI Prudential Equity & Debt Fund Direct-Growth has 1.05%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

Bank of India Mid & Small Cap Equity & Debt Fund Direct-Growth has an AUM of ₹1,695.32 crore. The peers SBI Equity Hybrid Fund Direct Plan-Growth has an AUM of ₹85,633.5 crore and ICICI Prudential Equity & Debt Fund Direct-Growth has ₹51,480.5 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

The top performing fund in the Hybrid: Aggressive Hybrid category on a 3-year basis is ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-Growth with a CAGR of 18.94% as of 23 Jul 2026. Bank of India Mid & Small Cap Equity & Debt Fund Direct-Growth has delivered 19.23% CAGR over the same period, ranking 1 out of 41 funds. You can view and compare the full category ranking on sharpely.

On a risk-adjusted basis, Bank of India Mid & Small Cap Equity & Debt Fund Direct-Growth has a Sharpe ratio of 0.89 compared to the Hybrid: Aggressive Hybrid average of 0.58 as of 23 Jul 2026. It ranks 3 out of 43 funds in its category on Sharpe ratio.