BANK OF INDIA SMALL CAP FUND
Small Cap Fund
Launch Date: 28 Nov 2018
Suitable for
Investment Period
7+ year investments
High risk investors
Comfortable with significant ups and downs in investment values.
BANK OF INDIA SMALL CAP FUND
Small Cap Fund
Fund Health
Returns 📈
Typically 24-26% if held 7+ years
Risk ⚠️
Risk of less than FD returns -
Very Low
Quality 🏆
Extra Returns for the Risk -
Good
Consistency of Performance -
Good
Peer Performance
| Fund | Rolling 7Y Returns | Last 3Y Returns | Risk < FD Returns | Consistency Of Performance |
|---|---|---|---|---|
Bank Of India Small Cap Fund | 25% | 20% | 0% | Good |
Nippon India Small Cap Fund | 23% | 19% | 12% | Good |
Tata Small Cap Fund | 21% | 12% | 0% | Good |
Nifty Smallcap 250 Benchmark | 15% | 21% | 26% | — |
Small Cap Fund Category Average | 20% | 18% | 16% | — |
Return
Long Term -
Good
Better or close to other funds / index
Recent
Good
Better or close to other funds / index
Overall
Strong
Does well in both long-term and recent performance
Risk
Risk of low returns
Good
Better or close to other funds in avoiding low returns
Extra Return for the Risk
Good
Delivers strong returns for the risk taken compared to peers
Consistency
Good
Consistently outperforms - rarely underperforms compared to peers
Overall Performance
Overall
Strong
Strong overall performance across all metrics
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Details
AUM
₹807 Cr
Expense Ratio
0.74%
Exit Load
• For redemption/switch out Upto 10% of the initial units allotted - within 1 year from the date of allotment: “NIL” • Any redemption/switch out in excess of the above mentioned limit would be subject to an exit load of 1%, if the units are redeemed/ switched out within 1 year from the date of allotment of units. • If the units are redeemed/switched out after 1 year from the date of allotment of units : “Nil”
Minimum Amount
₹5000.00
Fund Manager
Mr. Dhruv Bhatia
Fund House
Bank of India Investment Managers Private Limited
Launch Date
28 Nov 2018
Age
7 years
Category
Small Cap Fund
Benchmark
NIFTY SMALLCAP 250 TRI
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