Bank of India Midcap Tax Fund Series 2 Direct Growth

Equity
Tax Planning
Very High Risk
3Y Lock In
16.78%
3Y annualised
+0.47% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 10 Dec 2024₹34.35
Min. SIP amountNot Supported
RatingNA
Fund size₹37.92Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Tax Planning
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns27.3%16.8%24.6%22.2%
Category average28.4%19.7%26.2%NA
Rank with in category81513NA
Understand terms

Holdings (50)

NameSectorInstrumentAssets
AutomobileEquity4.64%
HealthcareEquity3.94%
Capital GoodsEquity3.92%
FinancialEquity3.39%
ServicesEquity3.36%
FinancialEquity3.20%
ChemicalsEquity3.09%
ConstructionEquity2.91%
ServicesEquity2.79%
ServicesEquity2.76%
HealthcareEquity2.74%
HealthcareEquity2.59%
CommunicationEquity2.56%
InsuranceEquity2.46%
ServicesEquity2.28%
HealthcareEquity2.26%
TechnologyEquity2.26%
Consumer StaplesEquity2.24%
ServicesEquity2.21%
FinancialEquity2.17%
AutomobileEquity2.11%
FinancialEquity2.01%
ChemicalsEquity1.97%
AutomobileEquity1.95%
ChemicalsEquity1.89%
Consumer StaplesEquity1.88%
FinancialEquity1.82%
ConstructionEquity1.80%
AutomobileEquity1.56%
FinancialEquity1.55%
EnergyEquity1.52%
ChemicalsEquity1.48%
FinancialEquity1.42%
Capital GoodsEquity1.37%
FinancialEquity1.30%
AutomobileEquity1.28%
Consumer StaplesEquity1.18%
Capital GoodsEquity1.16%
Capital GoodsEquity1.13%
ChemicalsEquity1.12%
ChemicalsEquity1.07%
Capital GoodsEquity1.01%
Metals & MiningEquity0.98%
TechnologyEquity0.94%
Capital GoodsEquity0.86%
TechnologyEquity0.78%
Capital GoodsEquity0.77%
FinancialEquity0.73%
Consumer StaplesEquity0.64%
InsuranceEquity0.23%
See All

Expense ratio, exit load and tax

Expense ratio: 1.10%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Nilesh Jethani
Oct 2024 - Present
View details

Education
Mr. Jethani has done Bachelor of Financial Markets from HR College and Postgraduate Program in Global Financial Markets from BSE Institute Ltd.
Experience
Prior to joining Bank of India Mutual Fund, he has worked with HDFC Securities, HDFC Bank, and ASK Investment Managers
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
B/204-Tower 1, Peninsula Corporate Park, Ganpatrao Kadam Marg,Lower Parel, Mumbai 400013
Phone
NA
Launch Date
31 Mar 2008
Website
Bank of India Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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Bank of India Midcap Tax Fund Series 2 Direct Growth
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