• 1 Year Returns: 7.12%
• 3 Year Returns: 19.68%
• 5 Year Returns: 17.75%

• Public Banks | 12.28%
• Pharmaceuticals | 11.68%
• Specialized Finance | 9.60%
• Electrical Components & Equipments | 7.08%
• Iron & Steel | 6.53%

• TREPS | 5.43%
• Abbott India Ltd | 2.93%
• Indian Bank | 2.55%
• Glenmark Pharmaceuticals Ltd | 2.36%
• UNO Minda Ltd | 2.29%

• Equity | 71.67%
• Corporate Debt | 10.38%
• Certificate of Deposit | 6.49%
• Cash & Equivalents | 6.09%
• Commercial Paper | 2.85%

The alpha ratio for the Bank of India Mid & Small Cap Equity & Debt Fund is -8.33

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 13.71

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 0.15

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 0.01

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.