Bank of India Small Cap Fund Direct Growth

Scheme code: INF761K01EP7 NAV value: ₹ 46.9600 NAV date: 7 May, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Small Cap Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year-2.3864.3235.0531.4
3 year13.4249.7333.4730.38
5 year27.7042.4035.7121.02

Comparison vs benchmark returns

Index Metrics
NIFTY SMALLCAP 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -14.3982.1730.3335.05
3 year 7.6940.521.7533.47
5 year -7.7438.7711.0235.71
7 year -2.2313.77.89
10 year -4.316.337.64
12 year -4.7916.237.42
15 year 0.1315.577.15
NIFTY SMALLCAP 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -4.5637.5316.4635.05
3 year -5.0120.946.0133.47
5 year -0.2421.559.4935.71
7 year 3.7412.058.31
NIFTY SMALLCAP 250
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -92.4970.1121.4835.05
3 year -49.7647.7626.5233.47
5 year -19.5140.2115.1735.71
7 year -21.6518.2312.38
10 year -12.0520.8811.9
12 year -5.5419.2311.62
15 year -5.4720.1511.37

Rolling return for 1 year

- Average return: 35.05% - Median return: 40.16% - Average standard deviation: 7.27

Rolling return for 3 year

- Average return: 33.47% - Median return: 33.97% - Average standard deviation: 2.48

Rolling return for 5 year

- Average return: 35.71% - Median return: 35.05% - Average standard deviation: 1.63

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 year12,00,00013,39,8251,39,82511.66
3 year36,00,00055,08,26719,08,26715.23
5 year60,00,0001,38,62,87078,62,87018.23

Comparison vs benchmark returns

Index Metrics
NIFTY SMALLCAP 50
Duration Average return (%) Fund's return (%)
1 year 8.0711.66
3 year 11.615.23
5 year 8.9718.23
NIFTY SMALLCAP 100
Duration Average return (%) Fund's return (%)
1 year 5.3911.66
3 year -1.6415.23
5 year 3.6418.23
NIFTY SMALLCAP 250
Duration Average return (%) Fund's return (%)
1 year 9.7911.66
3 year 13.0415.23
5 year 10.9518.23

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,39,825 - Absolute Returns: ₹1,39,825 - CAGR: 11.66%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹55,08,267 - Absolute Returns: ₹19,08,267 - CAGR: 15.23%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,38,62,870 - Absolute Returns: ₹78,62,870 - CAGR: 18.23%