Bank Of India Mid Cap Fund - Direct Plan IDCW
Expense Ratio: 1.29
Risk: Very High
Equity Scheme - Mid Cap Fund
Plan: Direct
Benchmark: Nifty Midcap 150 TRI
Inception: 31-07-2025
Exit Load: Nil
Fund Size:₹681.87 Cr
Performance
1Y
FundN/A
Cat. Avg.6.28%
2Y
FundN/A
Cat. Avg.4.78%
3Y
FundN/A
Cat. Avg.19.68%
5Y
FundN/A
Cat. Avg.17.06%
10Y
FundN/A
Cat. Avg.16.73%
SI
Fund3.91%
Cat. Avg.19.25%
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 | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Aurobindo Pharma Limited | 39.47 | 5.44% |
| 2 | Abbott India Limited | 33.07 | 4.56% |
| 3 | Bharti Hexacom Limited | 29.80 | 4.11% |
| 4 | Multi Commodity Exchange of India Limited | 29.79 | 4.11% |
| 5 | Indian Bank | 25.32 | 3.49% |
| 6 | Nippon Life India Asset Management Limited | 21.85 | 3.01% |
| 7 | Bank of Maharashtra | 21.49 | 2.96% |
| 8 | Quality Power Electrical Eqp Ltd | 20.52 | 2.83% |
| 9 | Max Financial Services Limited | 20.28 | 2.80% |
| 10 | JK Cement Limited | 19.38 | 2.67% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| SI | 08 Sep, 25 | 55000 | 57862 | +5.2% | N/A |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 25 Aug, 25 | 1 L. | 1.04 L. | +3.9% | N/A |
SIP Planner
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Years
%
%
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%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP 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.