|Min SIP Amount||₹1000|
|NAV||₹14.76 (03 Jul 2020)|
|Fund Started||14 Mar 2014|
|Fund Size||₹96 Cr|
|HDFC Bank Ltd.||Financial||Equity||6.5%|
|ICICI Bank Ltd.||Financial||Fixed Deposits||4.7%|
|India Grid Trust||Engineering||Infra Invest Trust||4.5%|
|Reliance Industries Ltd.||Energy||Equity||4.5%|
|Housing Development Finance Corpn. Ltd.||Financial||Equity||4.5%|
|Avenue Supermarts Ltd.||Services||Equity||4.1%|
|IRB InvIT Fund||Construction||Infra Invest Trust||3.6%|
|Divi's Laboratories Ltd.||Healthcare||Equity||3.1%|
|Tata Consultancy Services Ltd.||Technology||Equity||3.0%|
|Kotak Mahindra Bank Ltd.||Financial||Equity||3.0%|
BOI AXA Equity Debt Rebalancer Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by BOI AXA Mutual Fund. This scheme was made available to investors on 14 Mar 2014. Saurabh Kataria, Piyush Baranwal is the Current Fund Manager of BOI AXA Equity Debt Rebalancer Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹96 Cr and the Latest NAV as of 03 Jul 2020 is ₹14.76.
The BOI AXA Equity Debt Rebalancer Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000. For units more than 10% of the investments, an exit load of 1% if redeemed within 1 year.
BOI AXA Equity Debt Rebalancer Fund aims at generating long term returns with lower volatility by following a disciplined allocation between equity and debt securities. The equity allocation will be determined based on the month end P/E ratio of the CNX Nifty Index. There is no assurance that the investment objectives of the Scheme will be realized and the Scheme does not assure or guarantee any returns.
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.