• 1 Year Returns: 10.36%
• 3 Year Returns: 19.69%
• 5 Year Returns: 15.99%

• Electrical Components & Equipments | 11.30%
• Pharmaceuticals | 10.73%
• Public Banks | 8.85%
• Iron & Steel | 6.90%
• Specialized Finance | 6.00%

• TREPS | 4.43%
• Abbott India Ltd | 2.59%
• Lloyds Metals and Energy Ltd | 2.57%
• UNO Minda Ltd | 2.35%
• Aurobindo Pharma Ltd | 2.20%

• Equity | 78.48%
• Corporate Debt | 9.52%
• Cash & Equivalents | 4.84%
• Certificate of Deposit | 2.87%
• Government Securities | 2.23%

The alpha ratio for the Bank of India Mid & Small Cap Equity & Debt Fund is 2.39

Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

The volatility or standard deviation for the Bank of India Mid & Small Cap Equity & Debt Fund is 13.09

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the Bank of India Mid & Small Cap Equity & Debt Fund is 0.46

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the Bank of India Mid & Small Cap Equity & Debt Fund is 0.05

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.