Bank of India Small Cap Fund Direct Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.74
• Std Deviation 18.45%
• Tracking Error 0.00%

The investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity-related securities of small cap companies. However, there can be no assurance that the investment objectives of the Scheme will be realized.

The Bank of India Small Cap Fund Direct Growth has an AUM of 1638.51 crores & has delivered CAGR of 38.56% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 0.48%. The minimum investment in Bank of India Small Cap Fund Direct Growth is Rs 5000 and the minimum SIP is Rs 1000.

As per morningstar the risk & return rating of the fund are High & Exceptional respectively.

The top holdings of the fund include Treps, Lloyds Metals And Energy, Housing & Urban Development Corp & Kaynes Technology India.

The major sectors where the fund is invested are Consumer Financial Services, Electronic Instr. & Controls, Biotechnology & Drugs & Iron & Steel.

Some of the similar funds are ITI Small Cap Fund Direct Growth, Bank of India Small Cap Fund Direct Growth, Sundaram Small Cap Fund - Direct Plan - Growth Option, Union Small Cap Fund Direct Growth, PGIM India Small Cap Fund Direct Growth. Bank of India Small Cap Fund Direct Growth has a sharpe ratio of 0.74 & a standard deviation of 18.45%.