Bank of India Mid Cap Tax Fund Series 2 Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Bank of India Mid Cap Tax Fund Series 2 Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹500

AUM (Fund size)

₹34 Cr

Lock In Period

3 Years

Expense Ratio

1.38

Exit Load

Nil

Benchmark

Nifty Midcap 100 Total Return

Bank of India Mid Cap Tax Fund Series 2 Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-3.83-1.097.41
6M16.113.3924.27
1Y4.283.5278.49
3Y12.5612.53130.26

Portfolio Analysis

  • Equity: 98.62%
  • Debt: 1.38%
  • Others
As on: 2026-08-31
View allocation % by

1. Aurobindo Pharma Limited3.64%
2. Abbott India Limited2.14%
3. Lupin Limited2.00%
4. Dr. Reddy's Laboratories Limited1.64%
5. Glenmark Pharmaceuticals Limited1.10%
6. Gufic Biosciences Limited0.99%
7. Mankind Pharma Limited0.90%

1. Coforge Limited5.48%
2. Sigma Advanced Systems Limited2.00%
3. Tata Technologies Limited1.06%

1. The Federal Bank Limited3.38%
2. HDFC Bank Limited3.10%
3. ICICI Bank Limited0.63%

1. PB Fintech Limited3.62%
2. One 97 Communications Limited2.64%

1. Steel Authority of India Limited4.08%
2. Bansal Wire Industries Limited1.51%

1. UNO Minda Limited4.76%

1. Angel One Limited1.96%
2. Max Financial Services Limited1.79%
3. HDB Financial Services Limited0.99%

1. FSN E-Commerce Ventures Limited2.48%
2. Meesho Ltd2.08%

1. Bank of Maharashtra4.26%

1. Quality Power Electrical Eqp Ltd3.32%

1. Oberoi Realty Limited2.54%

1. Sterlite Technologies Limited2.37%

1. Dixon Technologies (India) Limited2.31%

1. Xpro India Limited2.24%

1. ICICI Lombard General Insurance Company Limited2.13%

1. Hitachi Energy India Limited2.00%

1. Schaeffler India Limited1.92%

1. HDFC Asset Management Company Limited0.96%
2. Nippon Life India Asset Management Limited0.94%

1. Bharti Hexacom Limited1.75%

1. Housing & Urban Development Corporation Limited1.73%

1. Bharat Dynamics Limited1.62%

1. Reliance Industries Limited1.55%

1. Lloyds Metals And Energy Limited1.48%

1. Leela Palaces Hotels & Resorts Limited1.22%

1. Endurance Technologies Limited1.18%

1. Tinna Rubber and Infrastructure Limited1.17%

1. HEG Limited1.14%

1. Petronet LNG Limited1.02%
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About Fund Bank of India Mid Cap Tax Fund Series 2 Growth

Bank of India Mid Cap Tax Fund Series 2 Growth managed by Bank of India Mutual Fund,is a Equity - ELSSscheme with Assets Under Management of ₹34 Crore. The fund benchmarks its performance against the Nifty Midcap 100 Total Return while maintaining an expense ratio of 1.38. Under the expert guidance of Nilesh Jethani ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Nilesh Jethani

Mr. Nilesh Jethani graduated with a Bachelor of Financial Markets from HR College (2012) and further pursued his Postgraduate Program in Global Financial Markets from BSE Institute Ltd. (2015). In his last assignment, Nilesh was working with Envision Capital Services Pvt. Ltd. as an Investment Analyst. He was also associated with HDFC Securities, HDFC Bank, and ASK Investment Managers as an equity research analyst.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
UTI Long Term Advantage Fund - Series VII Growth0196 CR1.39
Bank of India Mid Cap Tax Fund Series 2 Growth033 CR1.38
ICICI Prudential R.I.G.H.T. Fund Growth041 CR1.41
SBI Tax Advantage Fund - Series II Growth042 CR1.46
Fund Name1Y3Y
This FundUTI Long Term Advantage Fund - Series VII Growth53.954941.0739
This FundBank of India Mid Cap Tax Fund Series 2 Growth4.278242.5926
This FundICICI Prudential R.I.G.H.T. Fund Growth10.6102111.0608
This FundSBI Tax Advantage Fund - Series II Growth33.5864130.2485

Bank of India Mid Cap Tax Fund Series 2 Growth FAQs

Bank of India Mid Cap Tax Fund Series 2 Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Bank of India Mid Cap Tax Fund Series 2 Growth is 1.38. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Bank of India Mid Cap Tax Fund Series 2 Growth’s fund performance is as follows:
  • 1 Month : -3.83%
  • 6 Months : 16.11%
  • 1 Year : 4.28%
  • 3 Years : 12.56%
Returns of Bank of India Mid Cap Tax Fund Series 2 Growth are updated daily based on NAV of ₹ 33.88 as on Oct 01,2026. Since inception, the return has been 42.59%.

You can invest in Bank of India Mid Cap Tax Fund Series 2 Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Bank of India Mid Cap Tax Fund Series 2 Growth is ₹34 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Bank of India Mid Cap Tax Fund Series 2 Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
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