Bank of India Small Cap Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 51.01 | 29.5 | 31.08 | N/A |
Average Rolling Returns(%) | 42.00 | 39.37 | 33.20 | N/A |
The Current NAV of Bank of India Small Cap Fund - Growth - Direct Plan is ₹45.46.
It is better to invest in a fund with a longer track record as Bank of India Small Cap Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark Nifty Smallcap 100 returns, as Funds portfolio is significantly different.
Bank of India Small Cap Fund - Growth - Direct Plan fund’s expense ratio is 0.76%
The process for redemption is
The AUM of Bank of India Small Cap Fund - Growth - Direct Plan is currently ₹940 Crores.
The Top three stocks are Avenue Supermarts, BSE and Radico Khaitan and account for 8% of its portfolio. Top 5 and 10 stocks of fund account for 13% and 23% of fund’s portfolio respectively.
Top three sectors of Bank of India Small Cap Fund - Growth - Direct Plan fund are BFSI, Capital Goods and Auto accounting for 41% of the total portfolio.
Funds Portfolio Quality is Not Good. It has a mix of Red, Orange and Mid cap or Small cap stocks.Since this is a Equity - Small cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Bank of India Small Cap Fund - Growth - Direct Plan Fund is Equity - Small cap Fund.
Dhruv Bhatia manages the Bank of India Small Cap Fund - Growth - Direct Plan Fund.
Bank of India Small Cap Fund - Growth - Direct Plan current PE ratio is 50.00 and PB ratio is 7.18
The asset allocation of Bank of India Small Cap Fund - Growth - Direct Plan is Stocks : 92.78%, Debt : 7.21% and Gold : 0%
The minimum SIP amount for Bank of India Small Cap Fund - Growth - Direct Plan is ₹1000.00 and minimum lumpsum is ₹5000.00
The exit load for Bank of India Small Cap Fund - Growth - Direct Plan is Nil upto 10% of units and 1% for excess units on or before 1 year, Nil after 1 year