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  • Boi-axa-mid-cap-tax-fund-series-2-growth-140515566-2066

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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹500

AUM (Fund size)

₹31 Cr

Lock In Period

3 Years

Expense Ratio

1.44

Benchmark

Nifty Midcap 100 Total Return

Exit Load

Nil

Summary

Latest details for Bank of India Mid Cap Tax Fund Series 2 Growth include a ₹28.98 NAV as of Mar 13,2026 and returns since inception of 56.68%. Minimum investments start at SIP ₹0. The Bank of India Mid Cap Tax Fund Series 2 Growth AUM is ₹31 Cr, with a lock-in of 3 Years years, expense ratio of 1.44%, and benchmark Nifty Midcap 100 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded -5.64% returns, against a category average of -1.72% and a category best of 7.41%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-5.64-1.727.41
6M-9.271.5524.27
1Y11.216.3378.49
3Y16.1514.25130.26

Portfolio Analysis

  • Equity: 98.85%
  • Debt: 1.15%
  • Others
As on: 2026-01-31
View allocation % by

1. Bank of Maharashtra5.04%
2. Indian Bank3.61%

1. Aurobindo Pharma Limited2.82%
2. Abbott India Limited2.52%
3. Lupin Limited2.17%
4. Glenmark Pharmaceuticals Limited0.99%

1. HDFC Bank Limited4.48%
2. The Federal Bank Limited3.01%
3. ICICI Bank Limited0.65%

1. Coforge Limited5.13%
2. KPIT Technologies Limited1.40%
3. Unicommerce Esolutions Limited0.90%

1. UNO Minda Limited4.87%
2. Samvardhana Motherson International Limited1.20%

1. Lloyds Metals And Energy Limited3.79%

1. Steel Authority of India Limited2.10%
2. Bansal Wire Industries Limited1.45%

1. PB Fintech Limited3.53%

1. Oberoi Realty Limited3.11%

1. Jindal Stainless Limited2.96%

1. ICICI Lombard General Insurance Company Limited2.73%

1. SBI Cards and Payment Services Limited2.41%
2. Cholamandalam Investment and Finance Company Ltd0.12%

1. Endurance Technologies Limited2.52%

1. Vedanta Limited2.21%

1. Bharat Dynamics Limited2.16%

1. NTPC Green Energy Limited2.08%

1. Quality Power Electrical Eqp Ltd2.02%

1. Housing & Urban Development Corporation Limited2.00%

1. Cholamandalam Financial Holdings Limited1.95%

1. Bharti Hexacom Limited1.93%

1. Schaeffler India Limited1.91%

1. Reliance Industries Limited1.87%

1. FSN E-Commerce Ventures Limited1.86%

1. Dixon Technologies (India) Limited1.80%

1. Apollo Hospitals Enterprise Limited0.86%
2. Max Healthcare Institute Limited0.76%

1. Astral Limited1.45%

1. Navin Fluorine International Limited1.39%

1. Hero MotoCorp Limited1.37%

1. Zaggle Prepaid Ocean Services Limited1.34%

1. Hitachi Energy India Limited1.23%

1. HDFC Asset Management Company Limited1.02%

About Fund

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 ₹31 Crore. The fund benchmarks its performance against the Nifty Midcap 100 Total Return while maintaining an expense ratio of 1.44. 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.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundUTI Long Term Advantage Fund - Series IV Growth0113.89 CR1.43
This FundBank of India Mid Cap Tax Fund Series 2 Growth030.82 CR1.44
This FundICICI Prudential R.I.G.H.T. Fund Growth041.44 CR1.41
This FundSBI Tax Advantage Fund - Series II Growth042.27 CR1.46
Fund Name1Y3Y
This FundUTI Long Term Advantage Fund - Series IV Growth78.246456.5272
This FundBank of India Mid Cap Tax Fund Series 2 Growth11.206656.6842
This FundICICI Prudential R.I.G.H.T. Fund Growth10.6102111.0608
This FundSBI Tax Advantage Fund - Series II Growth33.5864130.2485

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 1.44. 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 : -5.64%
  • 6 Months : -9.27%
  • 1 Year : 11.21%
  • 3 Years : 16.15%
Returns of Bank of India Mid Cap Tax Fund Series 2 Growth are updated daily based on NAV of ₹ 28.98 as on Mar 13,2026. Since inception, the return has been 56.68%.

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 ₹31 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.
Min Inv Amount: ₹500