• 1 Year Returns: 4.56%
• 3 Year Returns: 19.67%
• 5 Year Returns: 16.44%

• Electrical Components & Equipments | 11.18%
• Pharmaceuticals | 11.06%
• Public Banks | 10.51%
• Iron & Steel | 7.22%
• Specialized Finance | 6.43%

• Lloyds Metals and Energy Ltd | 2.64%
• Abbott India Ltd | 2.58%
• UNO Minda Ltd | 2.49%
• Glenmark Pharmaceuticals Ltd | 2.44%
• Indian Bank | 2.33%

• Equity | 79.72%
• Corporate Debt | 10.10%
• Certificate of Deposit | 4.18%
• Government Securities | 2.34%
• Cash & Equivalents | 2.16%

The alpha ratio for the Bank of India Mid & Small Cap Equity & Debt Fund is 2.16

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 12.86

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 0.18

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 0.02

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.