Bank of India Banking & Financial Services Fund

Data as on 04^th feb 2025

Bank Of India Banking & Financial Services Fund

Fund Type : Bank Of India Banking & Financial Services Fund

Entry Load : NA

Date of Allotment : 30th January, 2026

Features : Liquity SIP SWP STP
Benchmark :
Nifty Financial Services Total Return Index
Exit Load :
- For redemption/switch out of units within 60 days from the date of allotment: 1%
- Any redemption/switch out after 60 days from the date of allotment of units: NIL

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 banking and financial services companies. However, there is no assurance that the investment objective of the scheme will be achieved.

Fund Manager

Mr. Nilesh Jethani

See detail
Nilesh Jethani joined Bank of India Investment Managers in November 2021 and has more than 9 years of experience in equity research across the BFSI, IT, and capital goods sectors.

Fund Highlights

Invest predominantly in Banking & Financial Services companies to maintain stability and growth
Participate in high growing segments within Financial Services such as Capital Markets, Insurance and Digital first approach Fintechs.
Identify businesses with pristine execution track record with high ROE within each sub-segment
Investment remains market capitalisation agnostic
Top down and bottom-up approach
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Riskometer

Scheme Riskometer:

Investors understand that their principal will be at very high risk.

This product is suitable for investors who are seeking*:

Long term capital appreciation
Investment predominantly in a portfolio of equity and equity related securities of companies engaged in banking and financial services activities.

Benchmark Riskometer:

*Investor should consult their financial advisor if in doubt about whether the product is suitable for them

The Riskometer is of NFO and may change once the fund reopens

The above Benchmark Riskometer is based on the portfolio as on 28th February 2026.