Compare Mutual Funds
Invesco India Smallcap Fund - Direct PlanVS
Bank of India Small Cap Fund - Direct Plan1Y
3Y
5Y
Returns
If invested ₹1000, on 29 May 2024
Include (NIFTY 50)
CAGR
14.79 %
10.56 %
Sharpe
0.62
0.41
Max Drawdown
-23.41 %
-27.08 %
General Information
Category
Equity
Equity
Sub-category
Small Cap
Small Cap
Risk
Very High
Very High
NAV (Daily Updated)
₹ 44.27
₹ 50.69
Volatility
25.33%
28.04%
Expense Ratio
0.44
0.53
Exit Load
• 1% for 365 days
• 1% for 365 days
Benchmark Analysis
Annualised return (CAGR) compared to NIFTY 50
NIFTY 50
4.34% higher
0.11% higher
Inflation Adjusted Results
Inflation adjusted results of Mutual funds
Inflation Adjusted
CAGR
12.18 %
8.04 %
Sharpe
0.52
0.32
Max Drawdown
-22.04 %
-25.72 %
