Bank of India Midcap Tax Fund - Series 2 - Growth - Direct Plan

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  • 0.75 %Nav, as on 17-11-2025

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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Fund Objective

The investment objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related securities of midcap companies along with income tax benefit.However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
BANK OF INDIA Midcap Tax Fund Series 2 Direct Plan Growth 2.81 5.40 9.41 18.21 20.68 19.26
BSE 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Fund Holdings as on 31-October-2025

  • Indian Bank

  • Coforge Limited

  • HDFC Bank Limited

  • Bank of Maharashtra

  • Lloyds Metals And Energy Limited

  • Dixon Technologies (India) Limited

  • UNO Minda Limited

  • PB Fintech Limited

  • Oberoi Realty Limited

  • Quality Power Electrical Eqp Ltd

  • ICICI Lombard General Insurance Company Limited

  • Endurance Technologies Limited

  • SBI Cards and Payment Services Limited

  • Jindal Stainless Limited

  • Aurobindo Pharma Limited

  • Abbott India Limited

  • Housing & Urban Development Corporation Limited

  • The Federal Bank Limited

  • Bharti Hexacom Limited

  • Cholamandalam Financial Holdings Limited

  • Bharat Dynamics Limited

  • Schaeffler India Limited

  • NTPC Green Energy Limited

  • Reliance Industries Limited

  • Lupin Limited

  • FSN E-Commerce Ventures Limited

  • Steel Authority of India Limited

  • Zaggle Prepaid Ocean Services Limited

  • Bansal Wire Industries Limited

  • Navin Fluorine International Limited

  • Astral Limited

  • Quadrant Future Tek Limited

  • Hero MotoCorp Limited

  • Siemens Energy India Limited

  • Tinna Rubber and Infrastructure Limited

  • Trent Limited

  • Apollo Hospitals Enterprise Limited

  • Shakti Pumps (India) Limited

  • Hitachi Energy India Limited

  • Unicommerce Esolutions Limited

  • Vikran Engineering Limited

  • Samvardhana Motherson International Limited

  • Vedanta Limited

  • HEG Limited

  • Glenmark Pharmaceuticals Limited

  • Max Healthcare Institute Limited

  • TREPS

  • ICICI Bank Limited

  • Net Receivables / (Payables)

  • Cholamandalam Investment and Finance Company Ltd

  • Triveni Turbine Limited

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  • Bank - Public

  • IT - Software

  • Pharmaceuticals & Drugs

  • Auto Ancillary

  • Bank - Private

  • Steel & Iron Products

  • Electric Equipment

  • Steel/Sponge Iron/Pig Iron

  • Consumer Durables - Electronics

  • Fintech

  • Construction - Real Estate

  • Insurance

  • Finance - NBFC

  • Finance - Housing

  • Telecommunication - Service Provider

  • Finance - Investment

  • Defence

  • Hospital & Healthcare Services

  • Bearings

  • Power Generation/Distribution

  • Refineries

  • e-Commerce

  • Chemicals

  • Plastic Products

  • Cable

  • Automobile Two & Three Wheelers

  • Rubber Products

  • Retailing

  • Compressors / Pumps

  • Engineering - Construction

  • Metal - Non Ferrous

  • Electrodes & Welding Equipment

  • Miscellaneous

  • Engineering - Industrial Equipments

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Fund Manager

  • Cash

  • Equity

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About Bank of India Midcap Tax Fund - Series 2

Scheme Analysis

Bank of India Midcap Tax Fund - Series 2 is a Equity - ELSS fund and belongs to Bank of India Mutual Fund. It was launched on 19-Oct-2018 and currently has an AUM of ₹33.50 crore. Bank of India Midcap Tax Fund - Series 2 is benchmarked against BSE 500 - TRI as primary index.

The NAV of Bank of India Midcap Tax Fund - Series 2 ended up ₹0.26(0.75%)yesterday to ₹35.03.

Among its top 3 holdings the fund has exposure to Indian Bank, and

The Bank of India Midcap Tax Fund - Series 2 is managed by Nilesh Jethani .

Fund House Contact

B/204, Tower 1, Peninsula Corporate Park, Ganpatrao Kadam Marg, Lower Parel, Mumbai - 400 013

022 61249000
service@boimf.in
022 61249001