FAQ : Bank of India Small Cap Fund - Regular Plan - Growth

Bank of India Small Cap Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 47.7 28.33 30.52 N/A
Average Rolling Returns(%) 39.21 37.28 N/A N/A

The Current NAV of Bank of India Small Cap Fund - Regular Plan - Growth is ₹37.75.

It is better to invest in a fund with a longer track record as Bank of India Small Cap Fund - Regular Plan - Growth 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 - Regular Plan - Growth fund’s expense ratio is 2.24%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Bank of India Small Cap Fund - Regular Plan - Growth 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 - Regular Plan - Growth 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 - Regular Plan - Growth Fund is Equity - Small cap Fund.

Dhruv Bhatia manages the Bank of India Small Cap Fund - Regular Plan - Growth Fund.

Bank of India Small Cap Fund - Regular Plan - Growth current PE ratio is 48.32 and PB ratio is 6.95

The asset allocation of Bank of India Small Cap Fund - Regular Plan - Growth is Stocks : 88.23%, Debt : 11.81% and Gold : 0%

The minimum SIP amount for Bank of India Small Cap Fund - Regular Plan - Growth is ₹1000.00 and minimum lumpsum is ₹5000.00

The exit load for Bank of India Small Cap Fund - Regular Plan - Growth is Nil upto 10% of units and 1% for excess units on or before 1 year, Nil after 1 year

© 2024 The Alchemists Ark Pvt. Ltd. All rights reserved. MoneyWorks4Me ® is a registered trademark of The Alchemists Ark Pvt.Ltd.