• Mutual Funds
  • BOI AXA Mutual Funds
  • Bank of India Small Cap Fund (Growth)

Formerly BOI AXA Small Cap Reg Gr

BOI AXA Mutual Funds

Bank of India Small Cap Fund (Growth)

EquitySmall Cap

27.19

NAV (Nov 25)

28.9%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

27.19

NAV (Nov 25)

Fund Returns

Last 1Y

3.4%

Last 3Y

38.4%

Last 5Y

NA

Last 10Y

NA

Since Inception

28.9%

6 Month CAGR

19.8%

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

2.66

Launched (4y ago)

Dec 19, 2018

AUM in Crores

395.050

ISIN

INF761K01ER3

Lock-in

No Lock-in

Benchmark

IISL Nifty Smallcap 250 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

24.5

Standard Deviation (5yr)

0

Beta (3yr)

0.77

Beta (5yr)

0

Sharpe Ratio (3yr)

1.274

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

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
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 2022-11-25

Top Stock Holdings

treps

6.3%
6.3%

icici bank ltd

3.3%
3.3%

timken india ltd

3.2%
3.2%

city union bank ltd

2.8%
2.8%

phoenix mills ltd

2.2%
2.2%
See all holdings

Allocation by Sector

consumer cyclical

27.4%
27.4%

industrials

23.2%
23.2%

financial services

14.1%
14.1%

basic materials

12.3%
12.3%

real estate

4.9%
4.9%
See all sectors

Compare Bank of India Small Cap Fund (Growth)

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 10,427 cr

₹ 4,865 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

BOI AXA Investment Mngrs Private Ltd

Bank of India Investment Managers Private Limited manages assets worth 3,372 crores and was set up on 12 April 2007. It's current offering of mutual fund schemes includes 29 equity,28 debt and 25 hybrid funds.

amc-img

  • 022-40479000
  • service@boiaxa-im.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    24.1%

    19.1%

    26.5%

    9.2%

    23.6%

    18.5%

    23.6%

    18.5%

    26.5%

    8.8%

    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 28.9% over a period of 3 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 11/25/2022 is ₹27.19 with the total AUM as of 11/26/2022 is ₹395.05. 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 0 fund in Equity and delivered 3.4% 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 stocks 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 Not Reviewed Yet 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 2.66% for regular plan.