Bank Of India MID CAP TAX FUND Series 2 ( A 10 year Close -ended equity linked savings scheme)
Current NAV
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1Y Return
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3Y Return
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5Y Return
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AUM
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Category
Mid Cap
Top Holdings
Top stocks held by this fund as of May 2026 (Source: AMC monthly disclosure)
Lloyds Metals And Energy Limited
Minerals & Mining
Bank of Maharashtra
Banks
Steel Authority of India Limited
Ferrous Metals
UNO Minda Limited
Auto Components
PB Fintech Limited
Financial Technology (Fintech)
HDFC Bank Limited
Banks
Oberoi Realty Limited
Realty
Aurobindo Pharma Limited
Pharmaceuticals & Biotechnology
Coforge Limited
IT - Software
The Federal Bank Limited
Banks
Quality Power Electrical Eqp Ltd
Electrical Equipment
ICICI Lombard General Insurance Company Limited
Insurance
Hitachi Energy India Limited
Electrical Equipment
Jindal Stainless Limited
Ferrous Metals
Abbott India Limited
Pharmaceuticals & Biotechnology
Xpro India Limited
Industrial Products
Lupin Limited
Pharmaceuticals & Biotechnology
Schaeffler India Limited
Auto Components
Housing & Urban Development Corporation Limited
Finance
FSN E-Commerce Ventures Limited
Retailing
📋 All returns shown are for Direct-Growth plan. Data from AMC monthly portfolio disclosure.
SIP in Bank Of India MID CAP TAX FUND Series 2 ( A 10 year Close -ended equity linked savings scheme)
If you had invested ₹10,000/month via SIP:
1 Year SIP
₹127,200
Invested: ₹1,20,000
3 Year SIP
₹403,200
Invested: ₹3,60,000
5 Year SIP
₹744,000
Invested: ₹6,00,000
Invest in Bank Of India MID CAP TAX FUND Series 2 ( A 10 year Close -ended equity linked savings scheme)
Start SIP from ₹500/month on these platforms
Portfolio Overlap
Funds that share the most stock holdings with Bank Of India MID CAP TAX FUND Series 2 ( A 10 year Close -ended equity linked savings scheme).
More Mid Cap Funds
About Mid Cap Funds
Mid Cap mutual funds are a category defined by SEBI (Securities and Exchange Board of India) under their mutual fund categorization framework. These funds invest primarily in equities that match the mid cap profile, with specific allocation mandates that fund managers must follow. The category determines the fund's risk-return characteristics and its suitability for different investor profiles.
When evaluating a Mid Cap fund like Bank Of India MID CAP TAX FUND Series 2 ( A 10 year Close -ended equity linked savings scheme), key metrics to consider include: 3-year and 5-year CAGR (rolling returns are more reliable than point-to-point), expense ratio (Direct plans have lower costs), portfolio turnover, standard deviation (volatility measure), Sharpe ratio (risk-adjusted returns), and alpha generation over benchmark. A fund that consistently beats its benchmark index over multiple market cycles is a strong candidate.
For long-term wealth creation, Mid Cap funds work best with a systematic investment plan (SIP) over 5+ years. SIP helps average out market volatility through rupee cost averaging. Lump sum investments are better timed during market corrections. Always ensure your mutual fund portfolio is diversified across 3-4 categories rather than concentrating in a single fund type. Consult a SEBI-registered investment advisor for personalized advice based on your financial goals and risk appetite.
Frequently Asked Questions
Is Bank Of India MID CAP TAX FUND Series 2 ( A 10 year Close -ended equity linked savings scheme) good for SIP?
Bank Of India MID CAP TAX FUND Series 2 ( A 10 year Close -ended equity linked savings scheme) is a Mid Cap fund with moderate risk. For SIP investors, consistency of returns matters more than absolute returns. Check the fund's rolling returns and standard deviation before committing to a SIP. Mid Cap funds are generally suitable for SIP with a minimum 5-year investment horizon for optimal results.
What is the risk level of this fund?
Bank Of India MID CAP TAX FUND Series 2 ( A 10 year Close -ended equity linked savings scheme) is categorized as moderate risk as per SEBI's riskometer methodology. This assessment considers market cap allocation, sector concentration, and historical portfolio volatility. This risk level indicates relatively stable returns with moderate portfolio fluctuation.
How to invest in this fund?
You can invest in Bank Of India MID CAP TAX FUND Series 2 ( A 10 year Close -ended equity linked savings scheme) (Direct-Growth plan) through platforms like Groww, Zerodha Coin, Kuvera, or directly from the AMC website. Minimum SIP amount starts at ₹500/month on most platforms. Complete KYC (PAN + Aadhaar verification) is mandatory before your first investment.
What are the tax implications?
For equity mutual funds in India: Short-term capital gains (units held less than 1 year) are taxed at 20%. Long-term capital gains (held more than 1 year) above ₹1.25 lakh in a financial year are taxed at 12.5%. ELSS funds have a mandatory 3-year lock-in period. Dividend income from mutual funds is added to your income and taxed at your applicable slab rate.