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BANK OF INDIA Small Cap Fund Direct Plan Growth

Bank of India · Scheme 145678

65.69 0.43%NAV · 2026-09-18
84
Excellent FundScore
Start SIP
AUM
₹2,820 cr
Expense ratio
0.72%
3Y CAGR
24.4%
Risk level
High
Min SIP
₹1,000
Benchmark
Nifty Smallcap 250 TRI
Fund manager: Ajay KhandelwalExit load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months.
Excellent · 84/100

A standout fund on our data — strong across almost every dimension.

🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.

📈 Why it could do well

  • Strong long-term record — 21.5% CAGR over 5 years.
  • Compounding well recently — 24.4% CAGR over 3 years.
  • Very consistent — delivers dependably across market cycles, ideal for SIPs.
  • 3Y CAGR: +24.4%
  • Positive 3Y windows: 100% of rolling 3Y windows positive

📉 What could drag it down

  • Small Cap Funds are inherently higher-risk — best held 7+ years to ride out swings.

FundScore breakdown

84/100 · Excellent
How it works →
97
Returns
Excellent
91
Consistency
Excellent
68
Risk-adjusted
Decent
70
Downside protection
Decent
81
Cost efficiency
Excellent
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.