Bank Of India Midcap Tax Fund Series 2 Regular Plan IDCW
Expense Ratio: 1.44
Risk: Very High
ELSS
Plan: Regular
Benchmark: BSE 500 TRI
Inception: 12-07-2018
Exit Load: Nil
Fund Size:₹32.54 Cr
Performance
1Y
FundN/A
Cat. Avg.N/A
2Y
FundN/A
Cat. Avg.N/A
3Y
FundN/A
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund7.00%
Cat. Avg.6.78%
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 | Bank of Maharashtra | 1.79 | 5.53% |
| 2 | Lloyds Metals And Energy Limited | 1.67 | 5.16% |
| 3 | UNO Minda Limited | 1.37 | 4.22% |
| 4 | Steel Authority of India Limited | 1.23 | 3.78% |
| 5 | HDFC Bank Limited | 1.18 | 3.63% |
| 6 | Oberoi Realty Limited | 1.13 | 3.48% |
| 7 | Aurobindo Pharma Limited | 1.13 | 3.48% |
| 8 | PB Fintech Limited | 1.06 | 3.27% |
| 9 | The Federal Bank Limited | 1.06 | 3.25% |
| 10 | Coforge Limited | 1.04 | 3.21% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| SI | 09 Mar, 26 | 25000 | 26775 | +7.1% | N/A |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 12 Feb, 26 | 1 L. | 1.07 L. | +7.0% | N/A |
SIP Planner
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%
%
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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.