3 Year return
26.02%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹1613.36 Cr.
Expense Ratio
0.47% (inclusive of GST)
Exit Load
For Redemption/switch out - of up to 10% of the initial units allotted - within 1 year from the date allotment - Nil 1.00% - If the units are swiched out within 1 year from the date of allotment of units Nil - If the units are redeemed/switched out after 1 year from the date of allotment of units.
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Bank of India Mutual Fund Managers
AM
Aakash Manghani
Fund Manager since Jul 2019
Fund House Details
Bank of India Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Nippon India Small Cap Fund |
29.8% |
4 |
Quant Small Cap Fund |
27.45% |
4 |
Canara Robeco Small Cap Fund |
23.82% |
5 |
Schemes by Bank of India Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Arbitrage Fund
Bank of India Arbitrage Fund Direct Plan Growth
Hybrid . Arbitrage Fund
Bank of India Arbitrage Fund Direct Plan Annual IDCW Payout
Hybrid . Arbitrage Fund
Bank of India Arbitrage Fund Direct Plan Annual IDCW Reinvestment
Hybrid . Arbitrage Fund
Bank of India Arbitrage Fund Direct Plan Monthly IDCW Payout
Hybrid . Arbitrage Fund
Bank of India Arbitrage Fund Direct Plan Monthly IDCW Reinvestment
About Bank of India Small Cap Fund Direct Plan-Growth
The Bank of India Small Cap Fund Direct Plan-Growth is an open-ended equity mutual fund by the Bank of India Mutual Fund. The fund lies within the category of small-cap funds because it invests in stocks of small-cap companies. The fund invests primarily in small-cap company stocks with a percentage invested in large-caps and mid-caps. A small percentage of the fund is also invested in debt securities. The fund considers Nifty Smallcap 250 Index as its benchmark.
Investment Objective of the Scheme
The investment objective of the Bank of India Small Cap Fund Direct Plan-Growth is the generation of long-term capital appreciation via equity investment in stocks of small-cap companies. The aim of the fund is to identify those small-cap companies with strong fundamentals and the potential to grow well in the future. Additionally, it is the fund’s aim to invest in certain small-cap stocks that can potentially surpass the success of established large-cap companies.
Key Features of The Fund
5-year return | 40.53% |
Expense Ratio | 0.47% |
Fund Manager | Aakash Manghani |
Fund Size | ₹1613.36 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
If you believe that specific small-cap companies have the potential to grow in the future, you may consider the Bank of India Small Cap Fund Direct Plan-Growth scheme. This fund also carries a high-risk quotient, like other funds that invest in the equities of small-cap firms. It is therefore advisable that before you invest, consider your personal financial goals and risk appetite.
AMC Contact Details
Name | Bank of India Mutual Fund |
Launch Date | March 2008 |
Addresss | Bank of India Investment Managers Private Limited, B/204, Tower 1, Peninsula Corporate Park, Ganpatrao Kadam Marg, Lower Parel, Mumbai - 400013. |
Contact | 022-61249000 1800 - 266 - 2676 1800 - 103 – 2263 91-22-61249024 |
service@boimf.in | |
Website | https://www.boimf.in/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Your Guide Map for Investing
FAQs
What is today's NAV of Bank of India Small Cap Fund?
What is the AUM of Bank of India Small Cap Fund?
What is the expense ratio of Bank of India Small Cap Fund?
What are the returns of Bank of India Small Cap Fund since inception?
What is the minimum SIP amount to invest in Bank of India Small Cap Fund?
How do I invest in Bank of India Small Cap Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Bank of India Small Cap Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Bank of India Small Cap Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Bank of India Small Cap Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.