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Bank of India Small Cap Fund - Direct (IDCW)
Summary Info
Fund Name Bank of India Mutual Fund
Scheme Name Bank of India Small Cap Fund - Direct (IDCW)
AMC Bank of India Mutual Fund
Type Open
Category Equity - Diversified
Launch Date 28-Nov-18
Fund Manager Alok Singh
Net Assets(Rs. cr) 2819.49
NAV Details
NAV Date 19-Aug-26
NAV (Rs) 48.83
Buy/Repurchase Price (Rs) 0.00
Sell/Resale Price (Rs) 0.00
Entry Load % Nil
Exit Load % If redeemed/ switched-out within 3 months from the date of allotment: - For 10% of investments: Nil - For remaining investments: 1% If redeemed/ switched-out after 3 months from the date of allotment: Nil
NAV Graph
Latest Payouts
  Dividends Bonus
Ratio 4.00 % NA
Record Date 29-Jul-21 NA
Investment Details
Tax Benefits NA
Min. Investment(Rs) 5000
Increm.Investment(Rs) 1000
Performance Date :19-Aug-26
  1 Week (%) 1 Month (%) 3 Month (%) 6 Month (%) 1 Year (%) 3 Year (%) 5 Year (%) Since INC (%)
Scheme Return -0.10 4.99 18.20 31.97 27.39 24.07 21.32 27.69
Category Avg -0.32 2.16 7.82 4.90 7.39 15.27 13.63 13.87
Category Best 3.33 9.26 23.88 31.00 33.56 42.35 24.93 43.72
Category Worst -11.58 -9.15 -4.28 -11.52 -14.92 -1.46 1.41 -11.31
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movements in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] TR [%]
0.9462 6.2910 0.7838 4.9436 0.0733
Asset Allocation
Holdings 31-Jul-26
Company Name % Hold
Sky Gold & Diam. 2.82
City Union Bank 2.50
Wockhardt 2.43
Quality Power El 2.27
Cams Services 2.13
Arvind Ltd 2.00
Shreeji Ship. Gl 1.99
Sterlite Tech. 1.98
PG Electroplast 1.94
Balrampur Chini 1.93
Lloyds Metals 1.93
Krishna Institu. 1.92
TBO Tek 1.87
Fiem Industries 1.76
Acutaas Chemical 1.72
ERIS Lifescience 1.62
Indian Bank 1.57
Tata Technolog. 1.54
Anand Rathi Wea. 1.54
Sigma Advanced System 1.50
Stylam Industrie 1.32
Wework India 1.27
Swan Defence 1.24
ZF Commercial 1.23
Aequs 1.21
Nuvama Wealth 1.21
Carraro India 1.21
Atlanta Electric 1.20
Meesho 1.20
Ujjivan Small 1.15
Mrs Bectors 1.15
Vijaya Diagnost. 1.14
Prudent Corp. 1.12
CreditAcc. Gram. 1.11
Knack Packaging 1.11
Goodluck India 1.08
Sanathan Textile 1.07
Laser Power 1.06
H U D C O 1.04
Canara HSBC 1.04
GNA Axles 1.03
Hitachi Energy 1.03
Apar Inds. 1.02
TVS Srichakra 0.99
Lumax Auto Tech. 0.99
Cemindia Project 0.97
Tinna Rubber 0.96
TD Power Systems 0.94
Steelcast 0.93
Leela Palaces Hotels 0.91
Entero Healthcar 0.91
Multi Comm. Exc. 0.87
Vardhman Textile 0.83
Ganesha Ecosphe. 0.82
Thyrocare Tech. 0.82
Gufic BioScience 0.79
J K Cements 0.78
Radico Khaitan 0.75
HEG 0.70
Titagarh Rail 0.70
Godavari Bioref. 0.60
Turtlemint Fintech 0.57
S C I 0.56
Jash Engineering 0.55
Zaggle Prepaid 0.51
Vidya Wires 0.48
Ethos 0.47
Senco Gold 0.44
Firstsour.Solu. 0.44
XPRO India 0.43
Castrol India 0.41
Onemi Technology 0.36
Laxmi Dental 0.34
KSB 0.34
Hindustan Copper 0.34
KSH Internationa 0.29
Syrma SGS Tech. 0.29
Clean Science 0.23
ICICI AMC 0.20
S A I L 0.18
CMS Info Systems 0.10
EID Parry 0.04
Allied Blenders 0.01
Aye Finance 0.00
TBILL-364D 0.23
TREPS 4.95
Reverse Repo 1.26
Net CA & Others 0.41
Union Bank (I) 1.40
ICICI Bank 0.88
N A B A R D 0.59
Kotak Mah. Bank 0.52
Indian Bank 0.44
HDFC Bank 0.43
Bank of Baroda 0.43
Canara Bank 0.42
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