75
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
27.1%
+23.9% vs index
3 Years
20.4%
+7.8% vs index
5 Years
18.3%
+5.9% vs index
Since launch
27.3%
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
+31.0%+25.2% vs index
Why this score
Bank Of India Small Cap scores 75/100 — #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 return18.28% · 98th percentile in category
3Y return20.35% · 85th percentile in category
Volatility21.92 · 2nd percentile in category
Sharpe ratio0.77 · 85th percentile in category
Sortino ratio1.00 · 85th percentile in category
Alpha7.12 · 82nd percentile in category
Top holdings
1.HERO MOTORS LIMITED EQ NEW FV RS.10/-2.82%
2.City Union Bank Ltd2.72%
3.Sky Gold Ltd2.72%
4.Sterlite Technologies Ltd2.53%
5.Raymond Ltd2.51%
85 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.