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BANK OF INDIA Midcap Tax Fund Series 2 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 18.65%, with the bottom and top quartiles at 16.66% and 22.19% respectively. The total expense ratio is 1.18% on assets of ₹32Cr. 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 85% 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 | 5.28% |
| Coforge Limited | Technology | 2.68% |
| Bharat Dynamics Limited | Industrials | 1.85% |
| Bharti Hexacom Limited | Communication Services | 1.83% |
| Indian Bank | Financial Services | 1.76% |
| Bansal Wire Industries Limited | Basic Materials | 1.50% |
| HEG Limited | Industrials | 0.99% |
| Unicommerce eSolutions Limited | Technology | 0.77% |
| Sector | Holdings | Weight |
|---|---|---|
| Banks | 2 | 14.09% |
| Ferrous Metals | 4 | 12.65% |
| Auto Components | 4 | 8.77% |
| Pharmaceuticals & Biotechnology | 4 | 8.75% |
| Industrial Products | 2 | 6.94% |
| Electrical Equipment | 2 | 6.14% |
| Financial Technology (Fintech) | 2 | 5.21% |
| Insurance | 2 | 3.92% |
| Finance | 3 | 3.71% |
| Realty | 1 | 3.36% |
| Retailing | 2 | 3.03% |
| It - Software | 1 | 2.68% |
| Chemicals & Petrochemicals | 2 | 1.87% |
| IT - Services | 1 | 1.86% |
| Petroleum Products | 1 | 1.85% |
| Aerospace & Defense | 1 | 1.85% |
| Consumer Durables | 1 | 1.85% |
| Telecom - Services | 1 | 1.83% |
| Capital Markets | 1 | 1.06% |
| Non - Ferrous Metals | 1 | 1.01% |
| Oil | 1 | 1.00% |
| Healthcare Services | 2 | 0.83% |
| Textiles & Apparels | 1 | 0.76% |
| Diversified Metals | 1 | 0.73% |
| Power | 2 | 0.25% |
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 |
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| Positive % |
|---|
| 1Y | -12.03% | -0.62% | 14.64% | 42.95% | 83.86% | 72.5% |
| 3Y | 8.97% | 16.66% | 18.65% | 22.19% | 29.25% | 100.0% |
| 5Y | 12.14% | 14.67% | 18.87% | 21.95% | 26.43% | 100.0% |
Top-10 weight 16.7% 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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