• 1 Year Returns: 5.73%
• 3 Year Returns: 15.49%
• 5 Year Returns: 27.31%

• Public Banks | 9.06%
• Iron & Steel | 7.50%
• IT Services & Consulting | 6.62%
• Pharmaceuticals | 6.27%
• Others | 4.90%

• Coforge Ltd | 4.01%
• TREPS | 3.75%
• Jindal Stainless Ltd | 2.95%
• Housing and Urban Development Corporation Ltd | 2.95%
• Dixon Technologies (India) Ltd | 2.59%

• Equity | 74.08%
• Corporate Debt | 12.01%
• Cash & Equivalents | 4.79%
• Certificate of Deposit | 4.09%
• Government Securities | 3.42%

The alpha ratio for the Bank of India Mid & Small Cap Equity & Debt Fund is 0.43

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 18.71

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 0.20

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.