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  • Bank of India Small Cap Fund (Growth)

Formerly BOI AXA Small Cap Reg Gr

BOI Mutual Funds

Bank of India Small Cap Fund (Growth)

EquitySmall Cap

Top Ranked

25.39

NAV (Mar 17)

NA
Scripbox Opinion
Top Ranked
These are the top-ranked funds within small cap mutual funds.

These funds invest in the smallest companies listed on the exchanges.

Early in their growth cycle, these companies have the potential for very high growth but this comes with very high uncertainty as the business is not yet proven.

Price fluctuations are highest in the stocks of these companies translating to high NAV fluctuations for the funds.Smaller companies also tend to have low trade volumes - exposing the fund to the risk of not being able to exit in a down market.While showing periodic spikes in performance,these funds have not done better than diversified equity funds over the long term.Investors are therefore better off investing in diversified funds rather than this category.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

25.39

NAV (Mar 17)

Fund Returns

Last 1Y

-1.1%

Last 3Y

36.8%

Last 5Y

NA

Last 10Y

NA

Since Inception

24.6%

6 Month CAGR

-6.6%

Scheme Information

Investment Objective

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.

Expense Ratio

2.78

Launched (5y ago)

Dec 19, 2018

AUM in Crores

414.892

ISIN

INF761K01ER3

Lock-in

No Lock-in

Benchmark

IISL Nifty Smallcap 250 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

24.4

Standard Deviation (5yr)

0

Beta (3yr)

0.78

Beta (5yr)

0

Sharpe Ratio (3yr)

1.023

Sharpe Ratio (5yr)

0

YTM

0

Fund Managers

Dhruv Bhatia

Fund Manager

Aakash Manghani

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Bank of India Small Cap Fund (Growth)70%NaN NaN%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2023-03-17

Top Stock Holdings

treps

5.8%
5.8%

icici bank ltd

2.6%
2.6%

ccl products (india) ltd

2.5%
2.5%

jamna auto industries ltd

2.5%
2.5%

praj industries ltd

2.5%
2.5%
See all holdings

Allocation by Sector

industrials

26.5%
26.5%

consumer cyclical

18.4%
18.4%

financial services

14.8%
14.8%

basic materials

12.9%
12.9%

consumer defensive

7.1%
7.1%
See all sectors

Compare Bank of India Small Cap Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,641 cr

₹ 10,129 cr

₹ 15,261 cr

₹ 10,129 cr

₹ 15,261 cr

About the AMC

Bank of India Investment Managers Private Limited

Bank of India Investment Managers Private Limited manages assets worth 3,292 crores and was set up on 13 August 2007. It's current offering of mutual fund schemes includes 29 equity,35 debt and 18 hybrid funds.

amc-img

  • 22-6124-9000
  • service@boimf.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    25.8%

    18.1%

    25.3%

    17.5%

    31.7%

    8.8%

    36.8%

    24.6%

    25.3%

    17.6%

    Bank of India Small Cap Fund (G) Review

    Bank of India Small Cap Fund (G) is a Small Cap Equity fund and has delivered an annualised return of 24.6% over a period of 4 years. The fund was previously known as BOI AXA Small Cap Reg Gr. The fund is managed by Bank of India Investment Managers Private Limited. The fund managers are Aakash Manghani, Dhruv Bhatia.

    Nav of Bank of India Small Cap Fund (G) as of 3/17/2023 is ₹25.39 with the total AUM as of 3/20/2023 is ₹414.892. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bank of India Small Cap Fund (G) was launched on Dec 19, 2018. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Bank of India Small Cap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Bank of India Small Cap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty Smallcap 250 TR INR.

    Bank of India Small Cap Fund (G) is rated as a 4 fund in Equity and delivered -1.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Bank of India Small Cap Fund (G).

    Frequently Asked Questions

    What is Bank of India Small Cap Fund (G)?

    Bank of India Small Cap Fund (G) is a Small Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

    How to invest in Bank of India Small Cap Fund (G)?

    You can invest in Bank of India Small Cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Bank of India Small Cap Fund (G)?

    The minimum sip amount for Bank of India Small Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Bank of India Small Cap Fund (G) good to invest in?

    As per Scripbox experts, Bank of India Small Cap Fund (G) is a Top Ranked fund. You can investBank of India Small Cap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Bank of India Small Cap Fund (G)?

    The expense ratio of the Bank of India Small Cap Fund (G) is 2.78% for regular plan.