Analytics, not advice. Rankings and scores describe past performance and are not recommendations.
Aditya Birla Sun Life Small Cap Fund vs BANK OF INDIA SMALL CAP FUND
Side-by-side comparison from public AMFI data — returns, ratings, costs and portfolio overlap. Analytics, not advice.
| Aditya Birla Sun Life Small Cap Fund | BANK OF INDIA SMALL CAP FUND | |
|---|---|---|
| Category | Small Cap Fund | Small Cap Fund |
| Fund house | Aditya Birla Sun Life Mutual Fund | Bank of India Mutual Fund |
| Latest NAV | ₹38.02 | ₹57.12 |
| Inception | 14 May 2026 | 14 May 2026 |
| AUM | — | — |
| Expense ratio | — | — |
| FundScore | slipping · p29 | strong · p96 |
| 1 year | 11.11% | 25.86% |
| 3 years (CAGR) | 6.59% | 19.87% |
| 5 years (CAGR) | 6.03% | 18.74% |
| Since inception | 7.10% | 25.29% |
Higher return figures highlighted. Past performance does not predict future returns.
Year-by-year returns
| Year | Aditya Birla Sun Life Small Cap Fund | BANK OF INDIA SMALL CAP FUND |
|---|---|---|
| 2026 | 11.74% | 35.04% |
| 2025 | 0.98% | 2.12% |
| 2024 | 8.81% | 25.27% |
| 2023 | 30.71% | 44.52% |
| 2022 | -11.01% | 0.30% |
| 2021 | 43.60% | 70.72% |
| 2020 | 8.37% | 37.53% |
| 2019 | -5.19% | 5.76% |
These two funds share 13.91% of their portfolios at the stock level.
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