BOI Mutual Funds

Bank of India Midcap Tax Fund Series 1 Direct (G)

₹ 23.72

NAV (Feb 21)

18.377%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
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Scheme Information

Investment Objective

The scheme seeks to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related securities of midcap companies along with income tax benefit.

Expense Ratio
1.1 %
Launched 7Y ago
2018-02-19
AUM in Crores
66.5
ISIN
INF761K01DS3
Lock-in (days)
1095
Benchmark
BSE 500 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
15.1
Beta
1
Sharpe Ratio
0.8
asset-allocation

Asset allocation and Holdings

Last updated on 2024-05-30

Top Stock Holdings

Indus Towers Ltd.

5.23%
5.23%

UNO Minda Ltd.

4.71%
4.71%

Astral Ltd.

3.81%
3.81%

Deepak Nitrite Ltd.

3.34%
3.34%

Lupin Ltd.

3.21%
3.21%
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Allocation by Sector

Financial

16.39%
16.39%

Services

13.57%
13.57%

Capital Goods

12.6%
12.6%

Healthcare

12.49%
12.49%

Automobile

12.35%
12.35%
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Frequently Asked Questions

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