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BOI AXA Large & Mid Cap Equity Fund Direct Growth

Equity
Large & MidCap
Very High Risk
24.43%
3Y annualised
-1.05% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 19 Oct 2021₹63.98
Min. SIP amount₹1,000
Rating2star
Fund size₹211.27 Cr

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns63.7%24.4%15.3%15.1%
Category average59.0%15.2%14.8%NA
Rank with in category241317NA
Understand termsinfo

Holdings (55)

NameSectorInstrumentAssets
State Bank of India
FinancialEquity5.5%
FinancialEquity4.6%
FinancialEquity4.2%
FinancialEquity3.9%
Divi's Laboratories Ltd.
HealthcareEquity3.9%
TechnologyEquity3.6%
ConstructionEquity3.6%
ChemicalsEquity2.9%
EnergyEquity2.9%
TechnologyEquity2.9%
See All

Pros and cons

info
Category: Equity Large & MidCap
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Pros

Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
Lower expense ratio: 1.77%
Higher alpha: 2.49 The fund has generated returns higher than benchmark - S&P BSE 250 Large MidCap TRI - in the last 3Y
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Cons

Lower AUM: 211Cr. Funds with lower AUM tend to have higher expense ratio
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 1.77%

Inclusive of GST

Exit load

For units more than 10% of the investments, an exit load of 1% if redeemed within 1 year.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹1,000

Fund management

Alok Singh
Feb 2017 - Present
View details
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Fund house & investment objective

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Fund house contact details

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