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EquitySmall Cap FundDirect · Growth

BANK OF INDIA Small Cap Fund Direct Plan Growth

Bank of India · Scheme 145678

63.52 0.08%NAV · 2026-08-05
83
Excellent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
23.0%
Risk (SEBI)
Min SIP
Benchmark

NAV Growth

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Historical returns

PeriodReturn
1 Month+3.03%
3 Months+14.00%
6 Months+29.77%
1 Year+22.08%
3 Years (CAGR)+23.03%
5 Years (CAGR)+20.22%
10 Years (CAGR)
Since Launch+27.51%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns96
Consistency91
Risk-adjusted67
Downside protection68
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +23.0%
  • 3Y CAGR vs category: +5.8% vs category avg
  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Beat category: beat category in 80% of windows
  • Sharpe ratio: 1.11

Risk metrics

Sharpe ratio
1.11
Sortino ratio
1.26
Volatility
18.12%
Max drawdown
-32.37%
Downside capture
76.70%

SIP return calculator

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

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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