Formerly BOI AXA Midcap Tax Ser 2 Reg Gr
₹ 28.36
NAV (Mar 27)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 28.36
NAV (Mar 27)
Last 1Y | 55.5% |
Last 3Y | 21.9% |
Last 5Y | 21.5% |
Last 10Y | NA |
Since Inception | 21.1% |
6 Month CAGR | 18.7% |
'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 | 0 |
Launched (6y ago) | Oct 19, 2018 |
AUM in Crores | 33.654 |
ISIN | INF761K01EN2 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 500 India TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 14.8 |
Standard Deviation (5yr) | 19.5 |
Beta (3yr) | 0.95 |
Beta (5yr) | 0.92 |
Sharpe Ratio (3yr) | 1.088 |
Sharpe Ratio (5yr) | 0.89 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Bank of India Midcap Tax Fund Series 2 (Growth) | 12,67,601 | 5,34,989 | 21.5% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
treps
5.1%uno minda ltd
4.5%astral ltd
4.4%indian bank
3.3%sundaram finance ltd
3.3%financial services
28.1%consumer cyclical
17.9%industrials
12.5%healthcare
9.4%basic materials
8.3%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 16,756 cr | ||
₹ 21,301 cr | ||
₹ 14,147 cr | ||
₹ 12,185 cr | ||
₹ 9,977 cr |
Bank of India Investment Managers Private Limited
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
24.8% | 20.2% | ||
24.5% | 19.6% | ||
29.8% | 11.7% | ||
28% | 28.7% | ||
24.4% | 16.6% |
Bank of India Midcap Tax Fund Series 2 (G) is a Sectoral/ Thematic Equity fund and has delivered an annualised return of 21.1% over a period of 5 years. The fund was previously known as BOI AXA Midcap Tax Ser 2 Reg Gr. The fund is managed by Bank of India Investment Managers Private Limited. The fund managers are Aakash Manghani, Dhruv Bhatia.
Nav of Bank of India Midcap Tax Fund Series 2 (G) as of 3/27/2024 is ₹28.36 with the total AUM as of 3/28/2024 is ₹33.654. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bank of India Midcap Tax Fund Series 2 (G) was launched on Oct 19, 2018. The category risk of the fund is Very High Risk.
The minimum SIP amount for Bank of India Midcap Tax Fund Series 2 (G) is ₹0 and you can increase this in multiples of ₹500. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Bank of India Midcap Tax Fund Series 2 (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 500 India TR INR.
Bank of India Midcap Tax Fund Series 2 (G) is rated as a 0 fund in Equity and delivered 55.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Bank of India Midcap Tax Fund Series 2 (G).
What is Bank of India Midcap Tax Fund Series 2 (G)?
How to invest in Bank of India Midcap Tax Fund Series 2 (G)?
You can invest in Bank of India Midcap Tax Fund Series 2 (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Bank of India Midcap Tax Fund Series 2 (G)?
The minimum sip amount for Bank of India Midcap Tax Fund Series 2 (G) is ₹0. You can invest in multiples of ₹5000.
Is Bank of India Midcap Tax Fund Series 2 (G) good to invest in?
As per Scripbox experts, Bank of India Midcap Tax Fund Series 2 (G) is a Not Reviewed Yet fund. You can investBank of India Midcap Tax Fund Series 2 (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Bank of India Midcap Tax Fund Series 2 (G)?
The expense ratio of the Bank of India Midcap Tax Fund Series 2 (G) is % for regular plan.