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BOI AXA Large & Mid Cap Equity Fund Direct Bonus-1.21%

19.07%
1 Year Return
Equity
Large & Mid Cap
2.0star
6M
1Y
3Y
5Y
All

Fund Details

BOI AXA Large & Mid Cap Equity Fund Direct Bonus

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.60%
NAV₹24.08 (22 Jan 2021)
Fund Started16 Dec 2013
Fund Size190 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
19.1%
3.4%
12.5%
12.3%
Category Average
17.2%
5.4%
13.7%
-
Rank Within Category
10
18
16
-
*All returns are annualized.
SIP
Minimum SIP amount1,000
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 19.1% returns per annum

Comparison

Data not available
Pros
1. 1Y Returns are higher than the category average returns
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Risk-adjusted returns are lower compared to the category
3. Higher expense ratio - 1.6%
4. 5Y Returns are lower than the category average returns
5. 3Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity4.6%
Kotak Mahindra Bank Ltd.FinancialEquity4.6%
Infosys Ltd.TechnologyEquity4.3%
Bharti Airtel Ltd.CommunicationEquity4.0%
Divi's Laboratories Ltd.HealthcareEquity3.8%
Reliance Industries Ltd.EnergyEquity3.6%
PI Industries Ltd.ChemicalsEquity2.9%
Ultratech Cement Ltd.ConstructionEquity2.8%
Muthoot Finance Ltd.FinancialEquity2.7%
Honeywell Automation India Ltd.EngineeringEquity2.6%
See All

Fund Managers

Alok Singh
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BOI AXA Large & Mid Cap Equity Fund Direct Bonus Details

BOI AXA Large & Mid Cap Equity Fund Direct Bonus is a Equity Mutual Fund Scheme launched by BOI AXA Mutual Fund. This scheme was made available to investors on 16 Dec 2013. Alok Singh is the Current Fund Manager of BOI AXA Large & Mid Cap Equity Fund Direct Bonus fund.The fund currently has an Asset Under Management(AUM) of ₹190 Cr and the Latest NAV as of 22 Jan 2021 is ₹24.08.

The BOI AXA Large & Mid Cap Equity Fund Direct Bonus is rated Moderately High risk. Minimum SIP Investment is set to 1000. For units more than 10% of the investments, an exit load of 1% if redeemed within 1 year.

Investment Objective

The scheme aims at income and long-term capital appreciation by investing through a diversified portfolio of predominantly large cap and mid cap equity and equity-related securities including equity derivatives.

Tax Implications

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.

Scheme Information Document(SID)

Not Supported
Min for First Investment
Not Supported
Min for Second Investment
For units more than 10% of the investments, an exit load of 1% if redeemed within 1 year.
Exit Load

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About BOI AXA Mutual Fund

Address
BOI AXA Investment Managers Pvt. Ltd. B/204, Tower 1, Peninsula Corporate Park, Ganpatrao Kadam Ma Mumbai 400055
Phone
022-40479000
Launch Date
31 Mar 2008
Website
NA
BOI AXA Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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