BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN IDCW

Bank of India · Small Cap

Very High

₹33.97

Current NAV

25 Jun 2026

29.1%

1Y Return

26.1%

3Y CAGR

28.1%

5Y CAGR

Watchlist

Strong historical returns, outperforming category average in 3-year CAGR.
Excellent risk-adjusted performance (Sharpe Ratio: 1.91).
Generates significant excess returns relative to benchmark index (Alpha: 6.41).
Very large asset base (AUM: ₹12,960 Cr) indicating high investor trust and liquidity.

Long-term wealth creation (5+ years horizon) like retirement or child education.
Systematic investments (SIP) for long-term target goal-based planning.

Short-term goals (under 3 years) where preserving the capital is the main priority.
Short-term trading or speculative investment horizons.

Risk Profile: Very High Risk

Low Moderate High Very High

1.91

Sharpe Ratio

0.61

Beta

6.41

Alpha

2.50

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