How to check the XIRR of BANK OF INDIA Mid Cap Tax Fund Series 1 Direct Plan Growth?

You can track the exact XIRR and portfolio overlapping of BANK OF INDIA Mid Cap Tax Fund Series 1 Direct Plan Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Bank Of India Mid Cap Tax Fund Series 1 Direct Plan Growth

Q: How to check portfolio overlap for BANK OF INDIA Mid Cap Tax Fund Series 1 Direct Plan Growth?

Use the MutualSaathi Portfolio Analyzer to compare BANK OF INDIA Mid Cap Tax Fund Series 1 Direct Plan Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Bank of India Mutual Fund

Expense Ratio: 1.11

Risk: Very High

ELSS

Plan: Direct

Benchmark: BSE 500 TRI

Inception: 10-11-2017

Exit Load: Nil

Fund Size:₹62.40 Cr

Performance

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10Y

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Fund9.65%

Cat. Avg.6.90%

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	Bank of Maharashtra	Equity	Listed	Mid Cap	Banks	3.17	4.87%
2	UNO Minda Limited	Equity	Listed	Mid Cap	Auto Components	2.68	4.12%
3	Lloyds Metals And Energy Limited	Equity	Listed	Mid Cap	Minerals & Mining	2.51	3.86%
4	Net Receivables / (Payables)	CASH	Others		Others	2.47	3.79%
5	Indian Bank	Equity	Listed	Large Cap	Banks	2.24	3.45%
6	PB Fintech Limited	Equity	Listed	Mid Cap	Financial Technology (Fintech)	2.19	3.36%
7	Aurobindo Pharma Limited	Equity	Listed	Mid Cap	Pharmaceuticals & Biotechnology	2.14	3.29%
8	Hitachi Energy India Limited	Equity	Listed	Large Cap	Electrical Equipment	2.13	3.27%
9	Quality Power Electrical Eqp Ltd	Equity	Listed	Small Cap	Electrical Equipment	2.07	3.18%
10	HDFC Bank Limited	Equity	Listed	Large Cap	Banks	2.05	3.15%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
SI	09 Mar, 26	25000	26953	+7.8%	N/A

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
SI	12 Feb, 26	1 L.	1.10 L.	+9.7%	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.