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  • BOI Mutual Funds
  • Bank of India Midcap Tax Fund Series 2 (Growth)

Formerly BOI AXA Midcap Tax Ser 2 Reg Gr

BOI Mutual Funds

Bank of India Midcap Tax Fund Series 2 (Growth)

EquitySectoral/ Thematic

28.36

NAV (Mar 27)

21.5%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

28.36

NAV (Mar 27)

Fund Returns

Last 1Y
55.5%
Last 3Y
21.9%
Last 5Y
21.5%
Last 10Y
NA
Since Inception
21.1%
6 Month CAGR
18.7%

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
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
Fund Managers

Dhruv Bhatia

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Bank of India Midcap Tax Fund Series 2 (Growth)70%12,67,601 5,34,98921.5%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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.

Asset allocation and Holdings

Last updated on 2024-03-27

Top Stock Holdings

treps

5.1%
5.1%

uno minda ltd

4.5%
4.5%

astral ltd

4.4%
4.4%

indian bank

3.3%
3.3%

sundaram finance ltd

3.3%
3.3%
See all holdings

Allocation by Sector

financial services

28.1%
28.1%

consumer cyclical

17.9%
17.9%

industrials

12.5%
12.5%

healthcare

9.4%
9.4%

basic materials

8.3%
8.3%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 16,756 cr

₹ 21,301 cr

₹ 14,147 cr

₹ 12,185 cr

₹ 9,977 cr

amc-img

About the AMC

Bank of India Investment Managers Private Limited

Bank of India Investment Managers Private Limited manages assets worth 6,820 crores and was set up on 13 August 2007. It's current offering of mutual fund schemes includes 32 equity,35 debt and 18 hybrid funds.amc-img
phone-img22-6124-9000
Fund NameScripbox 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) Review

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).

Frequently Asked Questions

What is Bank of India Midcap Tax Fund Series 2 (G)?

Bank of India Midcap Tax Fund Series 2 (G) is a Sectoral/ Thematic Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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.