Bank of India Small Cap Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.65
• Std Deviation 18.42%
• 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 Regular Growth has an AUM of 1574.18 crores & has delivered CAGR of 35.75% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.99%. The minimum investment in Bank of India Small Cap Fund Regular 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 Regular Growth, Sundaram Small Cap Fund - Regular Plan - Growth Option, Bank of India Small Cap Fund Regular Growth, Union Small Cap Fund Regular Growth, PGIM India Small Cap Fund Regular Growth. Bank of India Small Cap Fund Regular Growth has a sharpe ratio of 0.65 & a standard deviation of 18.42%.