Bank of India Mid and Small Cap Equity and Debt Fund Direct Growth

Scheme code: INF761K01DM6 NAV value: ₹ 37.7400 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Hybrid Asset category: Aggressive Hybrid Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year-1.5560.6531.3922.06
3 year11.5235.4124.0916.61
5 year9.0031.3518.6613.59
7 year13.2219.9216.8012.75

Rolling return for 1 year

- Average return: 31.39% - Median return: 35.94% - Average standard deviation: 5.43

Rolling return for 3 year

- Average return: 24.09% - Median return: 24.75% - Average standard deviation: 1.87

Rolling return for 5 year

- Average return: 18.66% - Median return: 18.01% - Average standard deviation: 1.01

Rolling return for 7 year

- Average return: 16.8% - Median return: 16.95% - Average standard deviation: 0.61

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00013,17,0871,17,0879.76
3 year36,00,00049,86,99513,86,99511.48
5 year60,00,0001,04,72,68944,72,68911.79
7 year84,00,0001,79,05,34995,05,34911.42

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,17,087 - Absolute Returns: ₹1,17,087 - CAGR: 9.76%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹49,86,995 - Absolute Returns: ₹13,86,995 - CAGR: 11.48%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,04,72,689 - Absolute Returns: ₹44,72,689 - CAGR: 11.79%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,79,05,349 - Absolute Returns: ₹95,05,349 - CAGR: 11.42%