Bank Of India Midcap Tax Fund Series 1 Regular Plan Growth

27.72
NAV (Jul 23,2024)

Bank of India Midcap Tax Fund Series 1 Regular Plan Growth is a mutual fund scheme offered by Bank of India. With a minimum investment of ₹500 and a lock period of 3 years, this fund aims to generate long-term capital appreciation by investing primarily in mid-cap stocks. As of the last reported date, the scheme's assets under management (AUM) stood at ₹62.43 crores. The fund was established on 19th February 2018.

Bank Of India Midcap Tax Fund Series 1 Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Bank Of India Midcap Tax Fund Series 1 Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    51.97
  • P/B Ratio
    UM_URBAN_MONEY

    10.45
  • Alpha
    UM_URBAN_MONEY

    0.04
  • Beta
    UM_URBAN_MONEY

    0.95
  • Sharpe
    UM_URBAN_MONEY

    0.21
  • Sortino
    UM_URBAN_MONEY

    0.34

Fund Overview

Expense ratio
UM_URBAN_MONEY

0%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

62.43 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹500.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jul 25, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

11,463.21 (14.63%)12,152.51 (21.53%)14,772.25 (47.72%)17,366.13 (73.66%)35,037.69 (250.38%)
34,389.63 (14.63%)36,457.53 (21.53%)44,316.75 (47.72%)52,098.39 (73.66%)1,05,113.07 (250.38%)
57,316.05 (14.63%)60,762.55 (21.53%)73,861.25 (47.72%)86,830.65 (73.66%)1,75,188.45 (250.38%)
91,705.68 (14.63%)97,220.08 (21.53%)1,18,178 (47.72%)1,38,929.04 (73.66%)2,80,301.52 (250.38%)
1,14,632.1 (14.63%)1,21,525.1 (21.53%)1,47,722.5 (47.72%)1,73,661.3 (73.66%)3,50,376.9 (250.38%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • UNO Minda Limited4.77%
  • Astral Limited4.29%
  • JB Chemicals & Pharmaceuticals Limited3.93%
  • HDFC Bank Limited3.83%
  • Coforge Limited3.40%
  • Power Finance Corporation Limited2.97%
  • Canara Bank2.94%
  • Trent Limited2.94%
  • TVS Motor Company Limited2.78%
  • Indian Bank2.66%
  • IDFC First Bank Limited2.59%
  • TREPS2.57%
  • Sundaram Finance Limited2.42%
  • REC Limited2.34%
  • Union Bank of India2.27%
  • Bharat Heavy Electricals Limited2.23%
  • Hero MotoCorp Limited2.19%
  • Oberoi Realty Limited2.17%
  • AU Small Finance Bank Limited2.08%
  • Cholamandalam Investment and Finance Company Ltd2.08%
  • PB Fintech Limited2.02%
  • Dixon Technologies India Limited2.00%
  • Abbott India Limited1.95%
  • Relaxo Footwears Limited1.88%
  • Varun Beverages Limited1.85%
  • Procter & Gamble Hygiene and Health Care Limited1.85%
  • AIA Engineering Limited1.83%
  • The Indian Hotels Company Limited1.83%
  • The Federal Bank Limited1.78%
  • PI Industries Limited1.69%
  • Tube Investments of India Limited1.65%
  • Endurance Technologies Limited1.64%
  • Deepak Nitrite Limited1.63%
  • Info Edge India Limited1.62%
  • Reliance Industries Limited1.61%
  • CG Power and Industrial Solutions Limited1.59%
  • Bank of Baroda1.57%
  • Navin Fluorine International Limited1.54%
  • Kajaria Ceramics Limited1.31%
  • Linde India Limited1.31%
  • GlaxoSmithKline Pharmaceuticals Limited1.28%
  • Colgate Palmolive India Limited1.18%
  • Dalmia Bharat Limited1.10%
  • Jubilant Foodworks Limited1.06%
  • L&T Technology Services Limited1.05%
  • Triveni Turbine Limited1.02%
  • Net Receivables Payables0.91%
  • Sundram Fasteners Limited0.80%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

ITI ELSS Tax Saver Fund - Regular Plan - GrowthITI ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

28.48%

SBI Long Term Equity Fund - Regular Plan - IDCWSBI Long Term Equity Fund - Regular Plan - IDCW

ELSS

Very High

28.32%

NJ ELSS Tax Saver Scheme - Regular Plan - GrowthNJ ELSS Tax Saver Scheme - Regular Plan - Growth

ELSS

Very High

27.47%

HDFC ELSS Tax saver - GrowthHDFC ELSS Tax saver - Growth

ELSS

Very High

20.22%

Parag Parikh ELSS Tax Saver Fund - Regular Plan - GrowthParag Parikh ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

19.22%

Shriram ELSS Tax Saver Fund - Regular Plan - GrowthShriram ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

16.96%

IDBI Equity Advantage Fund - Regular Plan - GrowthIDBI Equity Advantage Fund - Regular Plan - Growth

ELSS

Very High

14.99%

Axis ELSS Tax Saver Fund - Regular Plan - GrowthAxis ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

10.83%

LIC MF ELSS Tax Saver - Regular Plan - GrowthLIC MF ELSS Tax Saver - Regular Plan - Growth

ELSS

Very High

10.58%

Samco ELSS Tax Saver Fund - Regular Plan - GrowthSamco ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

8.09%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

SBI Long Term Equity Fund - Regular Plan - IDCWSBI Long Term Equity Fund - Regular Plan - IDCW

ELSS

Very High

58.51%

Quant ELSS Tax Saver Fund - GrowthQuant ELSS Tax Saver Fund - Growth

ELSS

Very High

53.84%

HDFC ELSS Tax saver - GrowthHDFC ELSS Tax saver - Growth

ELSS

Very High

40.38%

Edelweiss ELSS Tax saver Fund - Regular Plan - GrowthEdelweiss ELSS Tax saver Fund - Regular Plan - Growth

ELSS

Very High

30.88%

Samco ELSS Tax Saver Fund - Regular Plan - GrowthSamco ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

30.58%

Parag Parikh ELSS Tax Saver Fund - Regular Plan - GrowthParag Parikh ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

30.56%

Navi ELSS Tax Saver Fund - Regular Plan - GrowthNavi ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

28.20%

LIC MF ELSS Tax Saver - Regular Plan - GrowthLIC MF ELSS Tax Saver - Regular Plan - Growth

ELSS

Very High

28.07%

Axis ELSS Tax Saver Fund - Regular Plan - GrowthAxis ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

27.56%

IDBI Equity Advantage Fund - Regular Plan - GrowthIDBI Equity Advantage Fund - Regular Plan - Growth

ELSS

Very High

18.28%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

SBI Long Term Equity Fund - Regular Plan - IDCWSBI Long Term Equity Fund - Regular Plan - IDCW

ELSS

Very High

26.51%

HDFC ELSS Tax saver - GrowthHDFC ELSS Tax saver - Growth

ELSS

Very High

25.61%

Parag Parikh ELSS Tax Saver Fund - Regular Plan - GrowthParag Parikh ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

22.42%

IDBI Equity Advantage Fund - Regular Plan - GrowthIDBI Equity Advantage Fund - Regular Plan - Growth

ELSS

Very High

21.00%

DSP ELSS Tax Saver Fund - Regular Plan - GrowthDSP ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

21.00%

Shriram ELSS Tax Saver Fund - Regular Plan - GrowthShriram ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

18.70%

Mirae Asset ELSS Tax Saver Fund - Regular Plan - GrowthMirae Asset ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

18.02%

ITI ELSS Tax Saver Fund - Regular Plan - GrowthITI ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

17.93%

LIC MF ELSS Tax Saver - Regular Plan - GrowthLIC MF ELSS Tax Saver - Regular Plan - Growth

ELSS

Very High

14.86%

Axis ELSS Tax Saver Fund - Regular Plan - GrowthAxis ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

9.77%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

SBI Long Term Equity Fund - Regular Plan - IDCWSBI Long Term Equity Fund - Regular Plan - IDCW

ELSS

Very High

22.76%

DSP ELSS Tax Saver Fund - Regular Plan - GrowthDSP ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

20.35%

Mirae Asset ELSS Tax Saver Fund - Regular Plan - GrowthMirae Asset ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

19.45%

Shriram ELSS Tax Saver Fund - Regular Plan - GrowthShriram ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

18.36%

HDFC ELSS Tax saver - GrowthHDFC ELSS Tax saver - Growth

ELSS

Very High

17.96%

Mahindra Manulife ELSS Tax Saver Fund - Regular Plan - GrowthMahindra Manulife ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

17.35%

Invesco India ELSS Tax Saver Fund - GrowthInvesco India ELSS Tax Saver Fund - Growth

ELSS

Very High

16.82%

LIC MF ELSS Tax Saver - Regular Plan - GrowthLIC MF ELSS Tax Saver - Regular Plan - Growth

ELSS

Very High

14.19%

Axis ELSS Tax Saver Fund - Regular Plan - GrowthAxis ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

13.95%

IDBI Equity Advantage Fund - Regular Plan - GrowthIDBI Equity Advantage Fund - Regular Plan - Growth

ELSS

Very High

9.94%

Fund Managers

DB

Mr. Dhruv BhatiaAssistant Fund Manager

1) BOI AXA Investment Managers (November 2018 - Present) 2) AUM Fund Advisors LLP (February 2015 - October 2018) 3) Sahara Asset Management Company (March 2012 - February 2015).

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Compare with similar Funds

Bank of India Midcap Tax Fund - Series 1 - Regular Plan - Growth

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Bank of India Midcap Tax Fund - Series 1 - Regular Plan - Growth

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Bank of India Midcap Tax Fund - Series 1 - Regular Plan - Growth

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Bank of India Midcap Tax Fund - Series 1 - Regular Plan - Growth

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Bank of India Midcap Tax Fund - Series 1 - Regular Plan - Growth

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Bank of India Midcap Tax Fund - Series 1 - Regular Plan - Growth

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Bank of India Midcap Tax Fund - Series 1 - Regular Plan - Growth

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Bank of India Midcap Tax Fund - Series 1 - Regular Plan - Growth

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Bank of India Midcap Tax Fund - Series 1 - Regular Plan - Growth

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FAQ's

What is the risk level associated with the Bank of India Midcap Tax Fund - Series 1 - Regular Plan - Growth?

The Bank of India Midcap Tax Fund - Series 1 - Regular Plan - Growth is classified as a Very High risk mutual fund.

What is the current NAV (Net Asset Value) of the Bank of India Midcap Tax Fund - Series 1 - Regular Plan - Growth as of Jul 23,2024?

The current NAV of the Bank of India Midcap Tax Fund - Series 1 - Regular Plan - Growth as of Jul 23,2024 is INR 27.72.

What are the returns generated by the Bank of India Midcap Tax Fund - Series 1 - Regular Plan - Growth over the past 1, 3, and 5 years?

The Bank of India Midcap Tax Fund - Series 1 - Regular Plan - Growth has delivered impressive returns of 45.85% in the past year, 24.14% over the last 3 years, and 23.99% over the past 5 years.

What is the minimum investment amount required for the Bank of India Midcap Tax Fund - Series 1 - Regular Plan - Growth?

The minimum investment amount for Bank of India Midcap Tax Fund - Series 1 - Regular Plan - Growth is INR 500.

Is there a systematic investment plan (SIP) available for the Bank of India Midcap Tax Fund - Series 1 - Regular Plan - Growth?

Yes, Bank of India Midcap Tax Fund - Series 1 - Regular Plan - Growth offers SIP starting from INR 500 per month.

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