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Bank of India Midcap Tax Fund-Sr 2

Growth

EquityEquity Linked Savings Scheme (ELSS)

Small-size FundAssets Under Mgmt: ₹ 35 Cr

Very High RiskPrinciple investment will be at very high risk

31.981.17% (+0.37)

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EquityEquity Linked Savings Scheme (ELSS)

Small-size FundAssets Under Mgmt: ₹ 35 Cr

Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio	No LabelNo Label	No LabelNo Label
—	17.20	1.18

No LabelNo Label	No LabelNo Label	No LabelNo Label
1.42	14.98	1.49

Scheme Info

PlanPlan	Lock inLock in	Exit LoadExit Load
Growth	3 yrs	—

SIP Inv.SIP Inv.	Min. LumpsumMin. Lumpsum
Not allowed	Not allowed

BenchmarkBenchmark
BSE 500 - TRI

About Equity Linked Savings Scheme (ELSS)

Equity Linked Savings Scheme or ELSS are the equity funds that invest majorly in equity or equity-related instruments. They offer the tax benefits under the new Section 80C of the Income Tax Act 1961.

Peers & Comparison

Comparing 3 mutual funds from
EquityEquity Linked Savings Scheme (ELSS)

Returns

Scheme

Ratios

Mutual Fund	1Y Returns1Y Returns	3Y CAGR3Y CAGR	Life CAGRLife CAGR
Bank of India Midcap Tax Fund-Sr 2	25.22%	13.96%	21.03%
Axis ELSS Tax Saver Fund	24.54%	6.82%	17.64%
SBI Long Term Equity Fund	40.78%	23.05%	17.33%
Mirae Asset ELSS Tax Saver Fund	27.59%	13.90%	20.17%

Price Comparison

Compare Bank of India Midcap Tax Fund-Sr 2 with any MF, ETF, stock or index

Bank of India Midcap Tax Fund-Sr 2

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AMC Profile

Bank of India Investment Managers (formerly BOI AXA Investment Managers) is a wholly owned subsidiary of Bank of India, which was founded in 1906 as a banking services company and later nationalised in 1969. The AMC BOI brings 14 years of rich experience in fund management catering to the needs of investors across various investment objectives. The fund house currently manages 17 varied mutual fund schemes across 2 lakh+ investors and 2700+ Cr. in AUM.

No.of Schemes
20
Total AUM
₹ 11,287.04 Cr.

Fund Manager Profile

Nilesh Jethani

AUM: ₹643.96 Cr.

Exp: 9yrs

Qualification

PG Program in Global Financial Markets, CFA-Level 2

Past Experience

He has over 9 years of experience in Equity Research across Financial, IT and Capital Goods sector.

Tax Implications

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Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)

This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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