Bank of India Midcap Tax Fund-Sr 1(IDCW)
Ticker: mf17498
Decent
66/100
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DSP US Specific Debt Passive FoF(IDCW)
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TRUSTMF Overnight Fund(DD-IDCW)
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J
JM Dynamic Bond Fund(M-IDCW)
The JM Dynamic Bond Fund shows decent potential with stable growth and a strong balance sheet, but faces challenges in profitability and valuation metrics.
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JM Dynamic Bond Fund(W-IDCW)
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JM Dynamic Bond Fund(DD-IDCW)
The fund shows potential but faces challenges in profitability and execution risks, making it a cautious investment.
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JM Dynamic Bond Fund(IDCW)
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HSBC Multi Asset Active FOF(IDCW Payout)
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HSBC Multi Asset Active FOF(IDCW)
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B
Bajaj Finserv ELSS Tax Saver Fund(IDCW)
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Baroda BNP Paribas Nifty 50 Index Fund(IDCW)
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UTI FTIF-XXXVI-I(1574D)(IDCW)
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Groww Value Fund(IDCW)
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Groww Value Fund(H-IDCW)
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Groww Value Fund(Q-IDCW)
The Groww Value Fund shows potential for growth with a decent risk profile, but investors should be cautious of execution risks.
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Groww Value Fund(M-IDCW)
The Groww Value Fund shows potential for growth with a decent risk profile, but investors should be cautious of valuation and execution risks.
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Business Overview
The Bank of India Midcap Tax Fund-Sr 1 (IDCW) is a dynamic mutual fund designed for investors seeking long-term capital appreciation through midcap equities while enjoying tax benefits under Section 80C. This fund is ideal for individuals looking to diversify their investment portfolio and maximize returns over time. With a focus on high-growth potential companies, it aims to deliver superior performance in the midcap segment, making it a valuable addition for tax-savvy investors.
- Long-term capital appreciation
- Tax benefits under Section 80C
- Focus on high-growth midcap companies
- Diversification of investment portfolio
- Managed by experienced professionals
Investment Thesis
Bank of India Midcap Tax Fund-Sr 1(IDCW) stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This fund offers a compelling investment opportunity for retail investors seeking long-term capital appreciation in the midcap segment.
- Strong promoter group enhances trust and stability.
- Significant growth potential in digital services sector.
- Attractive valuation metrics compared to industry peers.
- Diversified portfolio with a focus on midcap companies.
- Potential for high returns amid economic recovery.
Opportunity vs Risk
Opportunities
- Strong long-term growth potential
- Diversification in midcap sector
- Tax benefits for investors
- Rising demand for equity funds
Risks ⚠️
- Market volatility affects returns
- Midcap stocks can be risky
- Economic downturn impacts performance
- Regulatory changes may affect funds
Peer Perspective
Bank of India Midcap Tax Fund-Sr 1 trades at a slight premium compared to peers like Axis Midcap Fund and HDFC Midcap Opportunities. A sustained improvement in margin stability could trigger a rerating in its valuation.
📊 Stock Investment Checklist (100 Points)
Bank of India Midcap Tax Fund-Sr 1(IDCW) • Updated: 2025-10-01 05:03:05
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10BusinessHighThe banking sector is evolving with digital transformation, but faces regulatory challenges.
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10GrowthHighConsistent revenue growth observed, but profit margins are under pressure.
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10ProfitabilityHighROE and ROCE are moderate, with OCF slightly below net profit.
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8ValuationHighValuation metrics are in line with peers, but growth expectations are tempered.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is stable, but some concerns over disclosure practices.
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5DriversGoodGrowth drivers exist, but execution risks remain significant.
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5TechnicalsGoodMarket sentiment is cautious, with low liquidity affecting price action.
Final Score & Verdict
Score 66 / 100
• Decent
The fund shows decent potential with moderate risks, but investors should be cautious due to external pressures and execution challenges.