Bank of India Mutual Fund

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

1Y
FundN/A
Cat. Avg.5.01%
2Y
FundN/A
Cat. Avg.3.52%
3Y
FundN/A
Cat. Avg.18.25%
5Y
FundN/A
Cat. Avg.15.69%
10Y
FundN/A
Cat. Avg.15.17%
SI
Fund3.41%
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

Portfolio Holdings

Detailed breakdown of instruments.

Instrument
Val (Cr) % Assets
1Aurobindo Pharma Limited39.475.44%
2Abbott India Limited33.074.56%
3Bharti Hexacom Limited29.804.11%
4Multi Commodity Exchange of India Limited29.794.11%
5Indian Bank25.323.49%
6Nippon Life India Asset Management Limited21.853.01%
7Bank of Maharashtra21.492.96%
8Quality Power Electrical Eqp Ltd20.522.83%
9Max Financial Services Limited20.282.80%
10JK Cement Limited19.382.67%

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
SI08 Sep, 255500057873+5.2%N/A

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
SI25 Aug, 251 L.1.03 L.+3.4%N/A

SIP Planner

Visualize how small monthly investments grow over time.

Years
%
%

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

%
%
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.

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