Edelweiss Aggressive Hybrid Fund vs Bank of India Mid & Small Cap Equity & Debt Fund
Edelweiss Aggressive Hybrid Fund (Direct) and Bank of India Mid & Small Cap Equity & Debt Fund (Direct) head to head: growth of ₹100, returns across every window, risk, cost, and portfolio overlap — every figure computed from AMFI NAV history, nothing supplied by a fund house. Both are Aggressive Hybrid Fund schemes — see the best aggressive hybrid mutual funds for the full ranking.
Head to head
NAVs as of 20 Aug 2026
Growth of ₹100 (rebased over the selected window)
Common period 27 Jul 2016 – 20 Aug 2026, limited by Bank of India Mid & Small Cap Equity & Debt Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
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| Date | Edelweiss Aggressive Hybrid Fund | Bank of India Mid & Small Cap Equity & Debt Fund | Nifty 50 | Nifty Smallcap 250 |
|---|---|---|---|---|
| 27 Jul 2016 | ₹100.00 | ₹100.00 | ₹100.00 | ₹100.00 |
| 29 May 2017 | ₹108.73 | ₹116.39 | ₹111.48 | ₹122.36 |
| 01 Apr 2018 | ₹115.24 | ₹140.97 | ₹117.39 | ₹132.02 |
| 01 Feb 2019 | ₹121.60 | ₹121.82 | ₹126.44 | ₹105.79 |
| 04 Dec 2019 | ₹134.43 | ₹121.72 | ₹139.78 | ₹100.53 |
| 06 Oct 2020 | ₹133.12 | ₹143.24 | ₹135.36 | ₹107.21 |
| 08 Aug 2021 | ₹186.16 | ₹225.27 | ₹188.47 | ₹190.41 |
| 10 Jun 2022 | ₹193.01 | ₹215.10 | ₹188.05 | ₹179.10 |
| 13 Apr 2023 | ₹218.95 | ₹239.88 | ₹206.92 | ₹191.64 |
| 13 Feb 2024 | ₹284.57 | ₹336.92 | ₹252.36 | ₹308.25 |
| 15 Dec 2024 | ₹342.38 | ₹428.83 | ₹287.48 | ₹384.52 |
| 18 Oct 2025 | ₹361.91 | ₹409.48 | ₹298.40 | ₹359.53 |
| 20 Aug 2026 | ₹371.84 | ₹470.29 | ₹281.25 | ₹386.10 |
Portfolio overlap (same stocks held through more than one fund)
Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →
Edelweiss Aggressive Hybrid Fund and Bank of India Mid & Small Cap Equity & Debt Fund share 7% of their equity book by weight.
Shared holdings — Edelweiss Aggressive Hybrid Fund vs Bank of India Mid & Small Cap Equity & Debt Fund
| Stock | Edelweiss Aggressive Hybrid Fund | Bank of India Mid & Small Cap Equity & Debt Fund | |
|---|---|---|---|
| Glenmark Pharmaceuticals Ltd | 1.50% | 2.56% | 1.50% |
| Steel Authority Of India Ltd | 1.36% | 1.33% | 1.33% |
| GE T&D India Ltd | 1.25% | 1.34% | 1.25% |
| Multi Commodity Exchange Of India Ltd | 1.01% | 1.21% | 1.01% |
| Schaeffler India Ltd | 0.98% | 1.56% | 0.98% |
| MRF Ltd | 0.67% | 0.92% | 0.67% |
| UNO Minda Ltd | 0.55% | 2.78% | 0.55% |
| Bharat Dynamics Ltd | 0.09% | 2.56% | 0.09% |
| Housing & Urban Development Corporation Ltd | 0.01% | 1.96% | 0.01% |
9 shared of 91 / 68 positions. Weights are shown as a share of each fund's equity book.
| Metric | Edelweiss · Direct NAV ₹77.12 High risk ★★★★★ | Bank of India · Direct NAV ₹47.64 High risk ★★★★☆ | Category median Aggressive Hybrid Fund · 30 funds |
|---|---|---|---|
| +4.97% | +14.91%Best in row | +4.10% | |
| +15.15% | +19.20%Best in row | +12.70% | |
| +14.90% | +16.21%Best in row | +11.11% | |
| +13.80% | +16.40%Best in row | +12.19% | |
| +14.01% | +16.63%Best in row | +12.98% | |
| +13.78% | +17.30%Best in row | — | |
| +14.76% | +17.86%Best in row | +14.27% | |
| +14.40% | +19.45%Best in row | +14.04% | |
| +14.47% | +16.40%Best in row | +13.80% | |
| Risk | |||
| 10.64%Best in row | 15.04% | 10.62% | |
| 0.81 | 0.84 | 0.58 | |
| 1.11 | 1.13 | 0.80 | |
| -28.60%Best in row | -36.64% | -28.65% | |
| Nifty 50 | Nifty Smallcap 250 | — | |
| +6.38%Best in row | +4.55% | +4.10% | |
| 0.80 | 0.70 | 0.80 | |
| 99.0%Best in row | 76.5% | 92.5% | |
| 54.4% | 50.7%Best in row | 60.5% | |
| 0.77%Best in row | 0.89% | 1.00% | |
| ₹3,643Cr | ₹1,841Cr | ₹2,217Cr | |
| ₹100 | ₹1.00K | — | |
| ₹100 | ₹5.00K | — | |
| 189% | 36% | 37% | |
| Bhavesh Jain · 10.9y | Alok Singh · 9.5y | — | |
| 08 Jan 2013 | 27 Jul 2016 | — | |
| 91 | 68 | — | |
| 26.9% | 20.4% | — | |
| 1.1% | 3.0% | — | |
2 rows carry the same value for every fund — show
- Exit load
- Up to 1.00%
- Lock-in
- None
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.
Frequently asked questions
Which fund has delivered higher returns — Edelweiss Aggressive Hybrid Fund or Bank of India Mid & Small Cap Equity & Debt Fund?
Over the last 3 years, Bank of India Mid & Small Cap Equity & Debt Fund returned +19.20% CAGR against Edelweiss Aggressive Hybrid Fund's +15.15%, computed from AMFI NAV history. Over 5 years: Edelweiss Aggressive Hybrid Fund +14.90% vs Bank of India Mid & Small Cap Equity & Debt Fund +16.21% CAGR. Past returns don't guarantee future performance.
Which fund is cheaper — Edelweiss Aggressive Hybrid Fund or Bank of India Mid & Small Cap Equity & Debt Fund?
Edelweiss Aggressive Hybrid Fund has the lower expense ratio: Edelweiss Aggressive Hybrid Fund charges 0.77% a year against Bank of India Mid & Small Cap Equity & Debt Fund's 0.89%. The expense ratio is deducted from the NAV daily, so a lower one compounds in the investor's favour.
Which fund is riskier — Edelweiss Aggressive Hybrid Fund or Bank of India Mid & Small Cap Equity & Debt Fund?
Bank of India Mid & Small Cap Equity & Debt Fund has shown higher volatility (+15.04% annualized vs Edelweiss Aggressive Hybrid Fund's +10.64%), measured as the annualized standard deviation of daily returns over the trailing 3 years. Worst 3-year drawdown: Edelweiss Aggressive Hybrid Fund -12.02% vs Bank of India Mid & Small Cap Equity & Debt Fund -20.00%.
Which fund manages more money — Edelweiss Aggressive Hybrid Fund or Bank of India Mid & Small Cap Equity & Debt Fund?
Edelweiss Aggressive Hybrid Fund is the larger fund: Edelweiss Aggressive Hybrid Fund manages ₹3,643Cr against Bank of India Mid & Small Cap Equity & Debt Fund's ₹1,841Cr in assets. Size cuts both ways — scale lowers costs, but a very large fund can find it harder to move in and out of positions.
Are Edelweiss Aggressive Hybrid Fund and Bank of India Mid & Small Cap Equity & Debt Fund in the same category?
Yes — both are Aggressive Hybrid Fund schemes, so their returns, risk and cost are directly comparable against the same peer set.
Figures update daily from AMFI NAV history; ratings and ranks are WealthTicker’s own — see the methodology. This is data, not investment advice.