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BANK OF INDIA Midcap Tax Fund Series 2 Direct Plan Growth

Bank of India · Mid Cap
High
₹33.15
Current NAV
23 Oct 2026
-3.8%
1Y Return
12.1%
3Y CAGR
9.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.87%.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Mid Cap mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.67
Sharpe Ratio
0.57
Beta
-0.83
Alpha
0.85
Sortino
Fund Details
Fund House Bank of India
Category Mid Cap
AUM ₹9220 Cr
Expense Ratio 0.87%
Min SIP ₹500
Min Lumpsum ₹1000
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