- Mutual Funds
- Bank of India Mutual Fund
- Bank of India Midcap Tax Fund Series 1 Direct (G)
Bank of India Midcap Tax Fund Series 1 Direct (G)
₹ 24.92
NAV (May 02)
23.697%
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 | 56.8 |
ISIN | INF761K01DS3 |
Lock-in (days) | 1095 |
Benchmark | BSE 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 500 |
Standard Deviation (3yr) | - |
Standard Deviation | 17.1 |
Beta | 1.1 |
Sharpe Ratio | 0.3 |
YTM | - |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
Indus Towers Ltd.
5.23%UNO Minda Ltd.
4.71%Astral Ltd.
3.81%Deepak Nitrite Ltd.
3.34%Lupin Ltd.
3.21%See all holdings
Allocation by Sector
Financial
17.44%Capital Goods
15.81%Healthcare
11.63%Automobile
10.23%Services
9.34%See all sectors
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 49,131 cr | ||
₹ 93,440 cr | ||
₹ 64,962 cr | ||
₹ 23,379 cr | ||
₹ 27,730 cr |
Frequently Asked Questions
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