74
Small CapBuy
Bank Of India Small Cap
Bank of India · Direct–Growth · rank #5 of 36 by Smart Score
Data updated
Trailing returns
1 Year
28.1%
+19.4% vs index
3 Years
22.2%
+7.1% vs index
5 Years
20.8%
+5.3% vs index
Since launch
27.7%
Year-by-year performance
2021
+73.7%+12.5% vs index
2022
+0.1%+3.5% vs index
2023
+42.8%-5.5% vs index
2024
+32.0%+5.5% vs index
2025
-7.2%-1.6% vs index
2026
+30.2%+20.6% vs index
Why this score
Bank Of India Small Cap scores 74/100 — #5 of 36 Small Cap fund (Buy). It stands out for 5y return and 3y return — beating 98% of peers on 5y return. The main drag is its volatility (better than only 2% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
5Y return20.76% · 98th percentile in category
3Y return22.23% · 85th percentile in category
Volatility21.91 · 2nd percentile in category
Sharpe ratio0.83 · 82nd percentile in category
Sortino ratio1.11 · 85th percentile in category
Expense ratio0.68% · 81st percentile in category
Top holdings
1.Sky Gold Ltd2.82%
2.City Union Bank Ltd2.5%
3.Wockhardt Ltd2.43%
4.Quality Power Electrical Equipments Ltd.2.27%
5.Computer Age Management Services Ltd2.13%
84 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.