37463
29865
Bank of India Midcap Tax Fund - Series 2 - Direct (G)
15.02
1.62
11.64
1.03
2.15
5.99
6.47
17.65
https://storage.googleapis.com/5paisa-prod-storage/files/2024-06/BOIAX_1.png
7
1.73
11.64
Bank of India Midcap Tax Fund - Series 2 - Direct (G)
1.72
11.4
1.19
3.5
5 Years
Invest in Mutual Funds at 0 Transaction cost
-
NAV
35.22
16 Jul 2026
-
-0.68%
1 Day
-
15.02%
3Y CAGR returns
Note: Data shown is for Direct Plan. Our Platform offers Regular Plans only.
Returns may differ due to expense ratio differences.
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-
NA
Min SIP -
₹ 500
Min Lumpsum -
1.05%
Expense Ratio -
32 Cr
Fund Size -
8 Years
Fund Age
Returns and Ranks ( as on 16 Jul 2026 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 1.62%
- 15.02%
- 11.64%
- 17.65
- 9.15Alpha
- 5.34SD
- 1.13Beta
- 0.56Sharpe
- Exit Load
- Nil
- Tax implication
- Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.
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. However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.
Low
Low to
moderate Moderate Moderately
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High
moderate Moderate Moderately
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High
- Address :
- B/204, Tower 1,Peninsula Corporate Park, Ganpatrao kadam marg, Lower Parel, Mumbai - 400013
-
- Contact :
- +91022 - 61249000
-
- Email ID :
- service@boimf.in
Other Calculators
FAQs
Bank of India Midcap Tax Fund - Series 2 - Direct (G) has delivered 24.27% since inception
The NAV of Bank of India Midcap Tax Fund - Series 2 - Direct (G) is ₹34.72 as of 16 Jul 2026
The expense ratio of Bank of India Midcap Tax Fund - Series 2 - Direct (G) is 1.05 % as of 16 Jul 2026
The AUM of Bank of India Midcap Tax Fund - Series 2 - Direct (G) 34.99 CR as of 16 Jul 2026
The minimum SIP amount of Bank of India Midcap Tax Fund - Series 2 - Direct (G) is
The top stock holdings of Bank of India Midcap Tax Fund - Series 2 - Direct (G) are
- Bank of Maha - 5.53%
- Lloyds Metals - 5.16%
- Uno Minda - 4.22%
- S A I L - 3.78%
- HDFC Bank - 3.63%
The top sectors Bank of India Midcap Tax Fund - Series 2 - Direct (G) has invested in are
- Banks - 16.08%
- Pharmaceuticals & Biotech - 10%
- Auto Components - 8.99%
- Retailing - 6.18%
- Chemicals & Petrochemical - 5.65%