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Bank Of India Midcap Tax Fund Series 2 Idcw Direct Plan
NAV (Mar 27,2024)
Introducing the Bank of India Midcap Tax Fund - Series 2 - IDCW - Direct Plan, with a PE ratio of 51.67 and PB ratio of 9.98. This fund has an AUM of INR 33.22 crores and requires a minimum investment of INR 500. The lock period for this fund is 3 years, and it was established on October 19, 2018.
Bank Of India Midcap Tax Fund Series 2 Idcw Direct Plan Latest Trend
- 1M
- 2M
- 3M
Bank Of India Midcap Tax Fund Series 2 Idcw Direct Plan Latest Trend
Risk Ratios
- P/E Ratio51.67
- P/B Ratio9.98
- Alpha0.03
- Beta0.99
- Sharpe0.20
- Sortino0.32
Fund Overview
0%
0%
No Lock-in
₹ 33.22 Cr
SIP ₹500.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Mar 28, 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 %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 10,605.07 (6.05%) | ₹ 11,908.06 (19.08%) | ₹ 15,340.67 (53.41%) | ₹ 18,180.12 (81.80%) | ₹ 27,380.73 (173.81%) |
₹ 30,000 | ₹ 31,815.21 (6.05%) | ₹ 35,724.18 (19.08%) | ₹ 46,022.01 (53.41%) | ₹ 54,540.36 (81.80%) | ₹ 82,142.19 (173.81%) |
₹ 50,000 | ₹ 53,025.35 (6.05%) | ₹ 59,540.3 (19.08%) | ₹ 76,703.35 (53.41%) | ₹ 90,900.6 (81.80%) | ₹ 1,36,903.65 (173.81%) |
₹ 80,000 | ₹ 84,840.56 (6.05%) | ₹ 95,264.48 (19.08%) | ₹ 1,22,725.36 (53.41%) | ₹ 1,45,440.96 (81.80%) | ₹ 2,19,045.84 (173.81%) |
₹ 1,00,000 | ₹ 1,06,050.7 (6.05%) | ₹ 1,19,080.6 (19.08%) | ₹ 1,53,406.7 (53.41%) | ₹ 1,81,801.2 (81.80%) | ₹ 2,73,807.3 (173.81%) |
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Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- UNO Minda Limited4.71%
- Astral Limited4.12%
- HDFC Bank Limited3.81%
- Coforge Limited3.34%
- JB Chemicals & Pharmaceuticals Limited3.24%
- Canara Bank3.05%
- Power Finance Corporation Limited2.98%
- Bharat Heavy Electricals Limited2.97%
- Trent Limited2.94%
- Sundaram Finance Limited2.80%
- TVS Motor Company Limited2.77%
- Indian Bank2.70%
- IDFC First Bank Limited2.54%
- Persistent Systems Limited2.45%
- REC Limited2.34%
- Union Bank of India2.26%
- Hero MotoCorp Limited2.24%
- Oberoi Realty Limited2.17%
- TREPS2.15%
- Cholamandalam Investment and Finance Company Ltd2.09%
- AU Small Finance Bank Limited2.08%
- PB Fintech Limited2.00%
- Dixon Technologies India Limited1.98%
- Abbott India Limited1.93%
- Relaxo Footwears Limited1.90%
- AIA Engineering Limited1.84%
- The Federal Bank Limited1.83%
- Procter & Gamble Hygiene and Health Care Limited1.83%
- The Indian Hotels Company Limited1.82%
- Endurance Technologies Limited1.81%
- Reliance Industries Limited1.79%
- Varun Beverages Limited1.74%
- Bank of Baroda1.67%
- PI Industries Limited1.67%
- Deepak Nitrite Limited1.64%
- Info Edge India Limited1.62%
- Tube Investments of India Limited1.51%
- Navin Fluorine International Limited1.51%
- Linde India Limited1.33%
- Kajaria Ceramics Limited1.31%
- GlaxoSmithKline Pharmaceuticals Limited1.29%
- Dalmia Bharat Limited1.27%
- Colgate Palmolive India Limited1.18%
- Jubilant Foodworks Limited1.08%
- Triveni Turbine Limited1.00%
- Sundram Fasteners Limited0.88%
- Net Receivables Payables0.82%
- Bank - Private10.26%
- Bank - Public9.68%
- Auto Ancillary6.52%
- IT - Software5.79%
- Finance Term Lending5.32%
- Finance - NBFC4.88%
- Plastic Products4.12%
- Chemicals3.15%
- Miscellaneous2.97%
- Retailing2.94%
- Consumer Food2.82%
- Fintech2.00%
- Footwear1.90%
- Castings/Forgings1.84%
- Refineries1.79%
- BPO/ITeS1.62%
- Cycles1.51%
- Fasteners0.88%
Holdings Analysis
Peer Comparison
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- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
NJ ELSS Tax Saver Scheme - Regular Plan - Growth | ELSS | Very High | 27.47% |
SBI Long Term Equity Fund - Regular Plan - IDCW | ELSS | Very High | 25.66% |
HDFC ELSS Tax saver - Growth | ELSS | Very High | 20.22% |
Parag Parikh ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 19.22% |
Samco ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 19.21% |
IDBI Equity Advantage Fund - Regular Plan - Growth | ELSS | Very High | 14.99% |
Mahindra Manulife ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 14.50% |
Sundaram ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 12.32% |
Axis ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 10.83% |
LIC MF ELSS Tax Saver - Regular Plan - Growth | ELSS | Very High | 10.58% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 46.30% |
ITI ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 46.21% |
Shriram ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 39.68% |
Invesco India ELSS Tax Saver Fund - Growth | ELSS | Very High | 39.50% |
WhiteOak Capital ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 37.99% |
DSP ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 36.54% |
Nippon India ELSS Tax Saver Fund - Growth | ELSS | Very High | 35.48% |
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 31.85% |
Mahindra Manulife ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 30.66% |
360 ONE ELSS Tax Saver Nifty 50 Index Fund - Regular Plan - Growth | ELSS | Very High | 24.41% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Quant ELSS Tax Saver Fund - Growth | ELSS | Very High | 30.77% |
SBI Long Term Equity Fund - Regular Plan - IDCW | ELSS | Very High | 26.38% |
HDFC ELSS Tax saver - Growth | ELSS | Very High | 25.61% |
Parag Parikh ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 22.42% |
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 22.02% |
IDBI Equity Advantage Fund - Regular Plan - Growth | ELSS | Very High | 21.00% |
Tata ELSS Tax Saver Fund - Regular Plan - IDCW Pay | ELSS | Very High | 17.19% |
Groww ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 15.77% |
LIC MF ELSS Tax Saver - Regular Plan - Growth | ELSS | Very High | 14.86% |
Axis ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 9.77% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
SBI Long Term Equity Fund - Regular Plan - IDCW | ELSS | Very High | 20.64% |
JM ELSS Tax Saver Fund - Growth | ELSS | Very High | 19.94% |
Canara Robeco ELSS Tax Saver - Regular Plan - IDCW | ELSS | Very High | 18.44% |
Kotak ELSS Tax Saver Fund - Growth | ELSS | Very High | 18.43% |
ICICI Prudential ELSS Tax Saver Fund - Growth | ELSS | Very High | 16.91% |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 16.54% |
Sundaram ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 16.40% |
UTI ELSS Tax Saver Fund - Regular Plan - IDCW | ELSS | Very High | 16.39% |
Taurus ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 16.37% |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth | ELSS | Very High | 15.87% |
Fund Managers
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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Bank of India Midcap Tax Fund - Series 2 - IDCW - Direct Plan
Bank of India Midcap Tax Fund - Series 2 - IDCW - Direct Plan
Bank of India Midcap Tax Fund - Series 2 - IDCW - Direct Plan
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Bank of India Midcap Tax Fund - Series 2 - IDCW - Direct Plan
Bank of India Midcap Tax Fund - Series 2 - IDCW - Direct Plan
Bank of India Midcap Tax Fund - Series 2 - IDCW - Direct Plan
Bank of India Midcap Tax Fund - Series 2 - IDCW - Direct Plan
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