How to check the XIRR of Bank of India Mid Cap Fund - Regular Plan Growth?

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How to check portfolio overlap for Bank of India Mid Cap Fund - Regular Plan Growth?

Use the MutualSaathi Portfolio Analyzer to compare Bank of India Mid Cap Fund - Regular Plan Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Bank Of India Mid Cap Fund - Regular Plan Growth

Bank of India Mutual Fund

Expense Ratio: 2.4

Risk: Very High

Equity Scheme - Mid Cap Fund

Plan: Regular

Benchmark: Nifty Midcap 150 TRI

Inception: 31-07-2025

Exit Load: Nil

Fund Size:₹681.87 Cr

Performance

FundN/A

Cat. Avg.5.01%

FundN/A

Cat. Avg.3.52%

FundN/A

Cat. Avg.18.25%

FundN/A

Cat. Avg.15.69%

10Y

FundN/A

Cat. Avg.15.17%

Fund2.81%

Cat. Avg.16.21%

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	Aurobindo Pharma Limited	Equity	Listed	Mid Cap	Pharmaceuticals & Biotechnology	39.47	5.44%
2	Abbott India Limited	Equity	Listed	Mid Cap	Pharmaceuticals & Biotechnology	33.07	4.56%
3	Bharti Hexacom Limited	Equity	Listed	Mid Cap	Telecom - Services	29.80	4.11%
4	Multi Commodity Exchange of India Limited	Equity	Listed	Mid Cap	Capital Markets	29.79	4.11%
5	Indian Bank	Equity	Listed	Large Cap	Banks	25.32	3.49%
6	Nippon Life India Asset Management Limited	Equity	Listed	Mid Cap	Capital Markets	21.85	3.01%
7	Bank of Maharashtra	Equity	Listed	Mid Cap	Banks	21.49	2.96%
8	Quality Power Electrical Eqp Ltd	Equity	Listed	Small Cap	Electrical Equipment	20.52	2.83%
9	Max Financial Services Limited	Equity	Listed	Mid Cap	Insurance	20.28	2.80%
10	JK Cement Limited	Equity	Listed	Mid Cap	Cement & Cement Products	19.38	2.67%

Similar Funds

UTI NIFTY 50 ETF

UTI Mutual Fund

Expense Ratio: 0.05

NAV / Fund Size

₹268.44₹70,251.14 Cr

Incep: 24-08-2015

Other ETFsVery High RiskOther

-1.86%

0.54%

-49.93%

-30.34%

-9.25%

Fund Details

UTI NIFTY 50 ETF

NAV / Fund Size₹268.44₹70,251.14 Cr

Other ETFsVery High RiskOther

-1.86%

0.54%

-49.93%

-30.34%

-9.25%

UTI Small Cap Fund - Regular Plan - Growth Option

UTI Mutual Fund

Expense Ratio: 1.86

NAV / Fund Size

₹27.49₹4,782.93 Cr

Incep: 02-12-2020

Small Cap FundVery High RiskEquity

2.67%

5.60%

15.35%

15.17%

19.90%

Fund Details

UTI Small Cap Fund - Regular Plan - Growth Option

NAV / Fund Size₹27.49₹4,782.93 Cr

Small Cap FundVery High RiskEquity

2.67%

5.60%

15.35%

15.17%

19.90%

Bank Of India Conservative Hybrid Fund-Regular Plan-Growth

Bank of India Mutual Fund

Expense Ratio: 2.27

NAV / Fund Size

₹35.20₹65.40 Cr

Incep: 28-01-2009

Medium to Long Duration FundModerately High RiskDebt

2.20%

3.39%

6.32%

9.56%

7.52%

Fund Details

Bank Of India Conservative Hybrid Fund-Regular Plan-Growth

NAV / Fund Size₹35.20₹65.40 Cr

Medium to Long Duration FundModerately High RiskDebt

2.20%

3.39%

6.32%

9.56%

7.52%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
SI	08 Sep, 25	55000	57536	+4.6%	N/A

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
SI	25 Aug, 25	1 L.	1.03 L.	+2.8%	N/A

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.