Bank of India Mid and Small Cap Equity and Debt Fund Direct Growth

Scheme code: INF761K01DM6 NAV value: ₹ 39.8300 NAV date: 19 March, 2026 TER: 0.80%
Fund option: Direct Fund type: Growth
Asset class: Hybrid Asset category: Aggressive Hybrid Fund

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year-24.6686.7916.1119.0911.16
3 year-3.7334.0120.4817.6716.89
5 year9.5531.2419.8419.7114.46
7 year13.2619.7617.5417.1712.61

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,84,325 - Absolute Returns: ₹84,325 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹47,69,853 - Absolute Returns: ₹11,69,853 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,01,46,935 - Absolute Returns: ₹41,46,935 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,75,85,050 - Absolute Returns: ₹91,85,050 - CAGR: %

Drawdown Metrics

Max Drawdown

-36.64 %

Drawdown Duration

27 months

Recovery Time

8 months

Avg Drawdown

-7.76 %

Calmar Ratio by Duration

1 Y

0.521

3 Y

0.4823

5 Y

0.538

7 Y

0.4686