Bank of India Midcap Tax Fund
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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 20.7% | 29.8% | - | 17.9% | ||||
| Category Average | 15.6% | 30.1% | 12.5% | - |
Scheme Allocation
Advance Ratio
Exit Load
| Exit Load | Nil |
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Fund 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. 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.
Fund Managers
Dhruv Bhatia - Equities research and portfolio management - Fund Manager
Mr Dhruv Bhatia works as an equity fund manager at Bank of India Investment Managers and has more than ten years of experience in equities research and portfolio management. Dhruv’s most recent task had him serving as an Investment Consultant at Sixteenth Street Capital Pte.
He has previously worked as an equities research analyst for companies like AUM Fund Advisors LLP and Sahara Mutual Fund. Dhruv has an MBA from the SIES College of Management Studies in Mumbai and a Bachelor of Management Studies from the University of Mumbai.
Risk-O-Meter
Peer Comparison
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
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- Equity .
- ELSS .
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- 4,740
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18.1%Fund Size - 4,740
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32.3%Fund Size - 4,740
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11.8%Fund Size - 4,740
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- Equity .
- ELSS .
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- 11,451
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15.7%Fund Size - 11,451
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32%Fund Size - 11,451
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8.3%Fund Size - 11,451
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- Equity .
- ELSS .
-
- 3,559
-
20.8%Fund Size - 3,559
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31%Fund Size - 3,559
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15.4%Fund Size - 3,559
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- Equity .
- ELSS .
-
- 966
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16.1%Fund Size - 966
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29.9%Fund Size - 966
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11.2%Fund Size - 966
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- Equity .
- ELSS .
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- 10,161
-
14.8%Fund Size - 10,161
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28.4%Fund Size - 10,161
-
12.9%Fund Size - 10,161
AMC Contact Details
Frequently Asked Questions
How to invest in Bank of India Midcap Tax Fund ?
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Bank of India Midcap Tax Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Bank of India Midcap Tax Fund ?
How to redeem Bank of India Midcap Tax Fund holding ?
What are the top stock holdings of Bank of India Midcap Tax Fund?
- Uno Minda - 4.58%
- Cholaman.Inv.&Fn - 4.54%
- Astral - 4.08%
- Navin Fluo.Intl. - 3.73%
- AU Small Finance - 3.54%
How much returns have Bank of India Midcap Tax Fund generated ?
What is the expense ratio of Bank of India Midcap Tax Fund ?
What is the AUM of Bank of India Midcap Tax Fund?
What are the top sectors Bank of India Midcap Tax Fund has invested in??
- Uno Minda - 4.58%
- Cholaman.Inv.&Fn - 4.54%
- Astral - 4.08%
- Navin Fluo.Intl. - 3.73%
- AU Small Finance - 3.54%