73
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
25.1%
+20.3% vs index
3 Years
21.9%
+7.4% vs index
5 Years
20.0%
+5.3% vs index
Since launch
27.6%
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
+31.1%+21.3% vs index
Why this score
Bank Of India Small Cap scores 73/100 — #5 of 36 Small Cap fund (Buy). It stands out for 5y return and 3y return — beating 93% 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 return20.02% · 93rd percentile in category
3Y return21.90% · 85th percentile in category
Volatility21.91 · 2nd percentile in category
Sharpe ratio0.82 · 82nd percentile in category
Sortino ratio1.11 · 85th percentile in category
Expense ratio0.72% · 76th percentile in category
Top holdings
1.Sky Gold Ltd3.01%
2.Quality Power Electrical Equipments Ltd.2.45%
3.City Union Bank Ltd2.37%
4.Sterlite Technologies Ltd2.21%
5.Balrampur Chini Mills Ltd2.17%
87 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.