Bank of India Midcap Tax Fund - Series 1 (G) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Bank of India Midcap Tax Fund - Series 1 (G) (35281) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Bank of India Midcap Tax Fund - Series 1 (G)
Bank of India Investment Managers Private Ltd
The scheme seeks 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 Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
Moderate Expenses
Portfolio Mix
Equity Focused
Management
Seasoned Team
Quality Score
Below Average
Bank of India Midcap Tax Fund - Series 1 (G) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Key Factors Analysis
Equity Exposure
Market exposure level
Management Stability
Fund manager experience
Long-term Track Record
Historical performance consistency
1-Year Returns
Recent performance momentum
Alpha Generation
Outperformance vs benchmark
Cost Efficiency
Fund management costs
Risk Assessment
Risk-adjusted returns
Fund Size
Assets under management
Investment Timing Insights
3Y Performance Comparison
This fund has outperformed its benchmark by 2.37% over the 3Y period.
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Your Investment
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Sector | % Assets |
|---|---|---|
| Uno Minda Ltd | Auto Ancillaries | 4.60% |
| Coforge Ltd | IT - Software | 4.60% |
| Dixon Technologies (India) Ltd | Consumer Durables | 4.10% |
| Indian Bank | Banks | 3.88% |
| Hitachi Energy India Ltd | Capital Goods - Electrical Equipment | 3.67% |
| HDFC Bank Ltd | Banks | 3.58% |
| Lloyds Metals & Energy Ltd | Mining & Mineral products | 3.28% |
| PB Fintech Ltd | IT - Software | 3.27% |
| Abbott India Ltd | Pharmaceuticals | 2.89% |
| Quality Power Electrical Equipments Ltd | Capital Goods - Electrical Equipment | 2.87% |
Sector Breakdown
Compare against ELSS category average
Performance Summary
This comparison shows how the fund performs relative to the ELSS category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in ELSS category
Bank of India Midcap Tax Fund - Series 1 (G) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Franklin India ELSS Tax Saver Fund - Direct (G) | ₹1672.09 | 12.57% | -2.82% | 19.25% |
| HDFC ELSS Tax Saver Fund - Direct (G) | ₹1575.49 | 15.64% | 2.75% | 22.32% |
| Franklin India ELSS Tax Saver Fund - Regular (G) | ₹1496.80 | 12.13% | -3.58% | 18.28% |
| HDFC ELSS Tax Saver Fund (G) | ₹1456.73 | 15.27% | 2.12% | 21.58% |
| ICICI Pru ELSS Tax Saver Fund - Direct (G) | ₹1066.44 | 16.49% | 0.40% | 16.98% |
| ICICI Pru ELSS Tax Saver Fund - (G) | ₹959.28 | 16.13% | -0.22% | 16.24% |
| Sundaram ELSS Tax Saver Fund - Direct (G) | ₹555.19 | 15.71% | 0.49% | 15.28% |
| Sundaram ELSS Tax Saver Fund - Direct (IDCW-H) | ₹554.62 | 15.71% | 0.49% | 15.27% |
| Sundaram ELSS Tax Saver Fund - Regular (G) | ₹518.69 | 15.41% | -0.04% | 14.65% |
| SBI ELSS Tax Saver Fund - Direct (G) | ₹478.67 | 12.50% | -2.79% | 24.35% |
Category Average Returns
Nilesh Jethani
A seasoned investment professional with over 8 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.