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BANK OF INDIA Mid Cap Tax Fund Series 1 Regular Plan Growth is an equity scheme managed by Bank of India Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 19.16%, with the bottom and top quartiles at 16.69% and 22.74% respectively. The total expense ratio is 1.18% on assets of ₹63Cr. The fund is currently managed by Mr. Nilesh Jethani, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 92% of its portfolio classified as of 2026-04-30.
| Holding | Sector |
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| Window | Min | P25 | Median |
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Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
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Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| Bank of Maharashtra | Financial Services | 4.30% |
| Indian Bank | Financial Services | 3.10% |
| KSH International Limited | Industrials | 1.98% |
| Canara Bank | Financial Services | 1.92% |
| Multi Commodity Exchange of India Ltd | Financial Services | 1.79% |
| HEG Limited | Industrials | 1.27% |
| Coforge Limited | Technology | 1.13% |
| Powerica Ltd | Industrials | 0.56% |
| Tata Motors Limited | Consumer Cyclical | 0.47% |
| Sector | Holdings | Weight |
|---|---|---|
| Banks | 3 | 16.40% |
| Auto Components | 5 | 12.76% |
| Electrical Equipment | 4 | 11.69% |
| Ferrous Metals | 4 | 8.31% |
| Chemicals & Petrochemicals | 4 | 6.86% |
| Pharmaceuticals & Biotechnology | 3 | 6.11% |
| Industrial Products | 2 | 4.11% |
| Finance | 2 | 3.57% |
| Financial Technology (Fintech) | 1 | 3.54% |
| Insurance | 2 | 3.29% |
| Consumer Durables | 2 | 2.89% |
| Retailing | 2 | 2.39% |
| Beverages | 1 | 2.37% |
| Power | 3 | 2.36% |
| Capital Markets | 1 | 1.79% |
| Petroleum Products | 1 | 1.77% |
| Automobiles | 1 | 1.41% |
| Gas | 1 | 1.36% |
| Cigarettes & Tobacco Products | 1 | 1.25% |
| It - Software | 1 | 1.13% |
| Textiles & Apparels | 1 | 0.89% |
| Entertainment | 1 | 0.77% |
| Heavy Electrical Equipment | 1 | 0.56% |
| Non - Ferrous Metals | 1 | 0.50% |
| Agricultural Commercial & Construction Vehicles | 1 | 0.47% |
| Diversified Metals | 1 | 0.37% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
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| Max |
|---|
| Positive % |
|---|
| 1Y | -12.18% | -0.41% | 15.70% | 43.72% | 82.29% | 73.2% |
| 3Y | 8.50% | 16.69% | 19.16% | 22.74% | 30.20% | 100.0% |
| 5Y | 12.86% | 15.51% | 19.38% | 22.15% | 26.56% | 100.0% |
Top-10 weight 16.5% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
| 5Y |
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| Star |
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