- Mutual Funds
- Bank of India Mutual Fund
- Bank of India Midcap Tax Fund Series 2 Direct (G)
Bank of India Midcap Tax Fund Series 2 Direct (G)
₹ 30.11
NAV (May 02)
23.742%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->
Invest in this fund
Scripbox Recommended Tax Saving Fund
Save tax combined with inflation beating long term growth. Invest in Scripbox Recommended Tax Saver Funds to unlock the best of both worlds - tax saving and long term wealth creation.?Learn more
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 6Y ago | 2018-10-19 |
AUM in Crores | 29.9 |
ISIN | INF761K01EL6 |
Lock-in (days) | 1095 |
Benchmark | BSE 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 500 |
Standard Deviation (3yr) | - |
Standard Deviation | 16.7 |
Beta | 1.1 |
Sharpe Ratio | 0.3 |
YTM | - |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
Indus Towers Ltd.
5.12%UNO Minda Ltd.
4.71%Astral Ltd.
3.78%Deepak Nitrite Ltd.
3.37%Indian Bank
3.25%See all holdings
Allocation by Sector
Financial
19.92%Capital Goods
12.42%Healthcare
10.73%Automobile
9.37%Metals & Mining
8.62%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
Loading...