← Bank of India Mutual Fund

BANK OF INDIA Mid Cap Tax Fund Series 1 Direct Plan Growth

Mid Cap Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
74
Jul 2026
Equity Holdings
₹53.14 Cr
Equity only, excl. debt & cash
AAUM
₹58.92 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
22.8%
Diversified
Top 10 Weight
39.2%
Diversified
Changes
75
27 new · 2 exits
Top Sector
Auto Components
14.2% of portfolio
Launch Date
10 Nov 2017
9 years old

AAUM (Average Assets Under Management) of ₹58.92 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month BANK OF INDIA Mid Cap Tax Fund Series 1 Direct Plan Growth made 27 new additions and exited 2 stocks this month. The biggest new buy was Xpro India Ltd (Industrial Products) at 2.99% weight. Indian Bank was the biggest exit (Banks), which was held at 3.45%. Among existing holdings, Coforge Limited saw the biggest increase — now at 4.84% of the portfolio. ICICI Bank Limited was trimmed the most, now at 0.63%. Lloyds Metals And Energy Limited remains the top holding with Auto Components the dominant sector at 14.2%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 16.1% 17.5% +1.4%
Auto Components 12.6% 12.5% -0.1%
Electrical Equipment 11.2% 10.3% -0.9%
Pharmaceuticals & Biotechnology 6.3% 6.4% +0.1%
Chemicals & Petrochemicals 6.4% 5.4% -1.0%
Industrial Products 5.0% 4.1% -0.9%
Ferrous Metals 4.5% 4.0% -0.5%
Minerals & Mining 3.9% 3.9% -0.1%
Capital Markets 3.0% 3.9% +0.9%
Retailing 3.1% 3.4% +0.4%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Auto Components 12.5% 14.2% +1.7%
Pharmaceuticals & Biotechnology 6.4% 12.6% +6.2%
Banks 17.5% 11.6% -5.9%
Industrial Products 4.1% 10.5% +6.4%
Electrical Equipment 10.3% 9.0% -1.3%
Minerals & Mining 3.9% 5.7% +1.9%
Chemicals & Petrochemicals 5.4% 5.7% +0.2%
Capital Markets 3.9% 5.6% +1.7%
Consumer Durables 3.1% 5.3% +2.2%
Financial Technology (Fintech) 3.4% 5.3% +1.9%
🟢
Biggest New Buy
Xpro India Ltd
2.99% weight · Industrial Products
🔴
Biggest Exit
Indian Bank
3.45% was held · Banks
Biggest Add
Coforge Limited
+3.49% · now 4.84%
Biggest Trim
ICICI Bank Limited
-1.46% · now 0.63%
🤝 Other funds also bought this month
One 97 Communications Limited 35 funds
One 97 Communications Limited
Motilal Oswal Active Momentum Fund- Direct-Growth
Groww Banking & Financial Services Fund - Direct Plan - Growth
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund + more
HDFC Asset Management Company Limited 25 funds
HDFC Asset Management Company Limited
Edel BSE Capital Markets & Insurance ETF
Bandhan Nifty 200 Quality 30 Index Fund - Direct Plan - Growth
Edelweiss Nifty 100 Quality 30 Index Fnd + more
Dr. Reddy's Laboratories Limited 24 funds
Dr. Reddy's Laboratories Limited
Edelweiss MSCI India Domestic and World Healthcare 45 Index Fund
Motilal Oswal Asset Management Company Limited
ICICI Prudential Balanced Hybrid Fund + more
Apollo Hospitals Enterprise Limited 20 funds
Apollo Hospitals Enterprise Limited
ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND
Edelweiss MSCI India Domestic and World Healthcare 45 Index Fund
WhiteOak Capital Pharma and Healthcare Fund + more
Lupin Limited 18 funds
Lupin Limited
Edel Nifty Alpha Low Volatility 30 Index Fund
ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND
Edelweiss MSCI India Domestic and World Healthcare 45 Index Fund + more
Mankind Pharma Limited 18 funds
Mankind Pharma Limited
ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND
Edelweiss MSCI India Domestic and World Healthcare 45 Index Fund
JM Large and Midcap Fund + more
👋 Other funds also exited
Indian Bank 40 funds
Indian Bank
SBI BSE PSU BANK INDEX FUND- Direct Plan- Growth
SBI BSE PSU BANK ETF
Invesco India PSU Equity Fund + more
Canara Bank 24 funds
Canara Bank
SBI BSE PSU BANK INDEX FUND- Direct Plan- Growth
SBI BSE PSU BANK ETF
Mirae Asset Nifty Bank ETF + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 27 New Entries 🔴 2 Exits ↑ 20 Increased ↓ 26 Decreased
#StockSectorWeight (Jul 2026)
1
Xpro India Ltd
₹99.03 L
Industrial Products 2.99%
2
Oberoi Realty Limited
₹83.87 L
Realty 2.53%
3
Lupin Limited
₹74.48 L
Pharmaceuticals & Biotechnology 2.25%
4
One 97 Communications Limited
₹69.84 L
Financial Technology (Fintech) 2.11%
5
Bharti Hexacom Limited
₹61.57 L
Telecom - Services 1.86%
6
Sterlite Technologies Limited
₹61.28 L
Telecom - Equipment & Accessories 1.85%
7
Dr. Reddy's Laboratories Limited
₹55.11 L
Pharmaceuticals & Biotechnology 1.66%
8
Sigma Advanced Systems Ltd.
₹53.91 L
1.63%
9
Bharat Dynamics Limited
₹53.88 L
Aerospace & Defense 1.63%
10
Bansal Wire Industries Limited
₹50.69 L
Industrial Products 1.53%
#StockSectorLast Weight (Jun 2026)
1
Indian Bank
₹2.24 Cr
Banks 3.45%
2
Canara Bank
₹1.13 Cr
Banks 1.74%
#StockSectorJun 2026Jul 2026Change
1
Coforge Limited
₹1.60 Cr
IT - Software 1.35% 4.84% +3.49%
2
Lloyds Metals And Energy Limited
₹1.89 Cr
Minerals & Mining 3.86% 5.71% +1.85%
3
The Federal Bank Limited
₹1.15 Cr
Banks 2.19% 3.46% +1.27%
4
Steel Authority of India Limited
₹1.20 Cr
Ferrous Metals 2.45% 3.61% +1.16%
5
Angel One Limited
₹68.89 L
Capital Markets 0.94% 2.08% +1.14%
6
Bharat Forge Limited
₹1.78 Cr
Auto Components 2.17% 2.72% +0.55%
7
MRF Limited
₹1.39 Cr
Auto Components 1.65% 2.13% +0.48%
8
Dixon Technologies (India) Limited
₹73.90 L
Consumer Durables 1.77% 2.23% +0.46%
9
ICICI Lombard General Insurance Company Limited
₹74.69 L
Insurance 1.87% 2.25% +0.38%
10
UNO Minda Limited
₹1.49 Cr
Auto Components 4.12% 4.49% +0.37%
#StockSectorJun 2026Jul 2026Change
1
ICICI Bank Limited
₹20.96 L
Banks 2.09% 0.63% -1.46%
2
Hitachi Energy India Limited
₹64.35 L
Electrical Equipment 3.27% 1.94% -1.33%
3
Schaeffler India Limited
₹65.88 L
Auto Components 2.83% 1.99% -0.84%
4
Bank of Maharashtra
₹1.39 Cr
Banks 4.87% 4.19% -0.68%
5
KSH International Limited
₹59.37 L
Industrial Products 1.47% 0.91% -0.56%
6
Quality Power Electrical Eqp Ltd
₹88.43 L
Electrical Equipment 3.18% 2.67% -0.51%
7
Jindal Stainless Limited
₹34.54 L
Ferrous Metals 1.52% 1.04% -0.48%
8
FSN E-Commerce Ventures Limited
₹80.02 L
Retailing 2.88% 2.41% -0.47%
9
Petronet LNG Limited
₹32.29 L
Gas 1.34% 0.97% -0.37%
10
Navin Fluorine International Limited
₹1.19 Cr
Chemicals & Petrochemicals 2.19% 1.83% -0.36%

What Stocks Does This Fund Hold?

74 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹1.89 Cr
Minerals & Mining
5.71%
2
₹1.60 Cr
IT - Software
4.84%
3
₹1.49 Cr
Auto Components
4.49%
4
₹1.39 Cr
Banks
4.19%
5
₹1.20 Cr
Ferrous Metals
3.61%
6
₹1.15 Cr
Banks
3.46%
7
₹1.13 Cr
Pharmaceuticals & Biotechnology
3.41%
8
₹1.10 Cr
Banks
3.33%
9
₹1.05 Cr
Financial Technology (Fintech)
3.15%
10
₹99.03 L
Industrial Products
2.99%
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Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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