Bank of India Small Cap Fund
Direct · Growth ₹54.37
22 Apr 2026
NAV
31.5%
3Y CAGR
33.0%
5Y CAGR
29.2%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
4.45
Sharpe
-32.4%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹13.29 L | 33.3% | -37.4% | 123.9% |
| 3 Years | ₹36.00 L | ₹53.81 L | 30.4% | 1.4% | 62.5% |
| 5 Years | ₹60.00 L | ₹1.23 Cr | 29.3% | 10.8% | 41.3% |
Fund SIP vs NIFTY SMALLCAP 250
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 33.3% | 4.8% | +28.4% |
| 3 Years | 30.4% | 21.8% | +8.6% |
| 5 Years | 29.3% | 18.8% | +10.5% |