BOI AXA Large & Mid Cap Equity Fund Direct Growth+0.16%

2Groww
10.24%
1 Year Return
Equity
Large & Mid Cap
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

BOI AXA Large & Mid Cap Equity Fund Direct Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio1.60%
NAV38.10 (20 Nov 2019)
Fund Started02 Jan 2013
Fund Size174 Cr

Returns

1Y
3Y*
5Y*
Since inception*
BOI AXA Large & Mid Cap Equity Fund Direct Growth
10.2%
10.0%
6.2%
11.0%
Category Average
-1.6%
6.9%
8.8%
-
Rank within category
18
17
17
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 10.2% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the benchmark
    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. Risk is higher compared to the benchmark
    4. Higher expense ratio
    5. 3Y Returns are lower than the benchmark
    6. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity5.1%
    ICICI Bank Ltd.FinancialEquity4.8%
    Bajaj Finance Ltd.FinancialEquity4.6%
    Kotak Mahindra Bank Ltd.FinancialEquity3.8%
    Housing Development Finance Corpn. Ltd.FinancialEquity3.7%
    Reliance Industries Ltd.EnergyEquity3.6%
    Honeywell Automation India Ltd.EngineeringEquity3.2%
    Hindustan Unilever Ltd.FMCGEquity3.0%
    Axis Bank Ltd.FinancialEquity3.0%
    PI Industries Ltd.ChemicalsEquity2.6%
    See All

    Fund Managers

    addAlok Singh
    Education
    Mr. Singh is a CFA and PGDBA from ICFAI Business School.
    Experience
    Prior to joining BOI AXA AMC he has worked with BNP Paribas Asset Management and Axis Bank
    Funds Managed

    Other Details

    BOI AXA Large & Mid Cap Equity Fund Direct Growth is a Equity Mutual Fund Scheme launched by BOI AXA Mutual Fund. This scheme was introduced to investors on 02 Jan 2013. Alok Singh is the Current Fund Manager of BOI AXA Large & Mid Cap Equity Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹174 Cr and the Latest NAV as of 20 Nov 2019 is ₹38.10.

    The BOI AXA Large & Mid Cap Equity Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 5000. For units more than 10% of the investments, an exit load of 1% if redeemed within 1 year..

    Investment Objective

    To generate income and long-term capital appreciation through a diversified portfolio of predominantly equity and equity-related securities including equity derivatives, across all market capitalizations. The Scheme is in the nature of diversified multi-cap fund. The Scheme is not providing any assured or guaranteed returns. The investment performance will be benchmarked against S&P CNX Nifty Index However there can be no assurance that the investment objectives of the Scheme will be realized.

    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)

    ₹5000
    Min for First Investment
    ₹1000
    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
    30 Mar 2008
    Website
    NA
    BOI AXA Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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