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MF_145678

BANK OF INDIA Small Cap Fund Direct Plan Growth

Equity Scheme - Small Cap Fund

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End Amount
₹61,768.23
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
26.12%
MF_145678 Return
Benchmark CAGR
11.49%
Nifty 50
Inflation Adj. CAGR
20.05%
Real Annualized Return
Alpha
0.15
Excess Return vs Benchmark
Beta
0.92
Volatility vs Benchmark
Sharpe Ratio
0.98
Risk-Adjusted Return
Sortino Ratio
1.60
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 60% 76% 35%
60 days 62% 51% 23%
90 days 62% 45% 17%
180 days 72% 32% 11%
1Yr 80% 23% 6%
3Yr 100% 15% 0%
5Yr 100% 15% 0%
7Yr 100% 15% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period BANK OF INDIA Small Cap Fund Direct Plan Growth Nifty 50
30 days -58.9% | -76.3% | 35.7% | 317.7% 26.6% | -62.3% | 13.9% | 202.5%
60 days -34.4% | -66.1% | 36.1% | 203.9% -23.0% | -50.5% | 15.8% | 139.2%
90 days -10.1% | -50.7% | 34.8% | 177.6% -25.0% | -60.5% | 15.2% | 119.3%
1 Year 16.6% | -8.3% | 25.4% | 115.6% -10.0% | -18.8% | 10.3% | 61.0%
3 Years 18.6% | 18.3% | 29.1% | 44.5% 7.7% | 7.1% | 15.3% | 26.8%
5 Years 18.2% | 19.0% | 32.2% | 41.2% 6.4% | 6.3% | 16.1% | 23.4%
7 Years 28.7% | 23.4% | 27.3% | 31.7% 11.2% | 11.2% | 12.5% | 14.8%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 14 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 17, 2019 March 2, 2019 44 days 5% Nifty 50: 3% 10100 9590 10270
April 1, 2019 May 25, 2019 54 days 6% Nifty 50: 4% 10759 10060 10829
June 4, 2019 Jan. 9, 2020 219 days 14% Nifty 50: 10% 10839 9361 10929
Feb. 20, 2020 Aug. 7, 2020 169 days 32% Nifty 50: 37% 12408 8392 12498
Sept. 16, 2020 Nov. 12, 2020 57 days 8% Nifty 50: 7% 14565 13417 14665
Aug. 3, 2021 Sept. 7, 2021 35 days 6% Nifty 50: 0% 25614 23976 25614
Oct. 18, 2021 Dec. 29, 2021 72 days 8% Nifty 50: 10% 28551 26274 28551
Jan. 17, 2022 May 17, 2023 485 days 23% Nifty 50: 16% 30080 23237 30110
Oct. 17, 2023 Nov. 7, 2023 21 days 5% Nifty 50: 5% 37962 35974 38312
Feb. 7, 2024 April 5, 2024 58 days 10% Nifty 50: 1% 43167 38851 43167
July 30, 2024 Aug. 20, 2024 21 days 5% Nifty 50: 3% 53147 50430 53227
Oct. 1, 2024 Dec. 3, 2024 63 days 8% Nifty 50: 9% 55834 51499 56673
Dec. 11, 2024 May 8, 2026 513 days 27% Nifty 50: 10% 57173 41688 57253
Oct. 6, 2026 Oct. 30, 2026 24 days 10% Nifty 50: 2% 68052 60969 61768