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(%) | 49.77 | 30.39 | 32.78 | N/A |
Average Rolling Returns(%) | 41.84 | 39.71 | N/A | N/A |
The Current NAV of Bank of India Small Cap Fund - Growth - Direct Plan is ₹41.69.
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 ₹920 Crores.
The Top three stocks are BSE, Radico Khaitan and KSB and account for 7% of its portfolio. Top 5 and 10 stocks of fund account for 12% and 22% of fund’s portfolio respectively.
Top three sectors of Bank of India Small Cap Fund - Growth - Direct Plan fund are BFSI, Miscellaneous and Capital Goods accounting for 43% 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 48.32 and PB ratio is 6.95
The asset allocation of Bank of India Small Cap Fund - Growth - Direct Plan is Stocks : 88.23%, Debt : 11.81% 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