BOI AXA Large & Mid Cap Equity Fund Regular Bonus+0.62%

3.78%
1 Year Return
Equity
Large & Mid Cap
2.0star
6M
1Y
3Y
5Y
All

Fund Details

BOI AXA Large & Mid Cap Equity Fund Regular Bonus

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio2.71%
NAV35.77 (19 Oct 2020)
Fund Started21 Oct 2008
Fund Size179 Cr

Returns

1Y
3Y*
5Y*
Since inception*
BOI AXA Large & Mid Cap Equity Fund Regular Bonus
3.8%
-0.5%
5.3%
11.2%
Category Average
3.7%
1.1%
7.2%
-
Rank within category
10
15
16
-
*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 3.8% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Age is more than 10 years
    3. 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. Risk is higher compared to the benchmark
    4. Higher expense ratio
    5. 1Y Returns are lower than the benchmark
    6. 3Y Returns are lower than the benchmark
    7. 5Y Returns are lower than the benchmark
    8. 10Y Returns are lower than the benchmark
    9. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    10. Risk-adjusted returns are lower compared to the category
    11. Higher expense ratio - 2.72%
    12. 3Y Returns are lower than the category average returns
    13. 5Y Returns are lower than the category average returns
    14. 10Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd - Partly Paid EquityEnergyPPE5.6%
    HDFC Bank Ltd.FinancialEquity5.0%
    PI Industries Ltd.ChemicalsEquity4.1%
    Infosys Ltd.TechnologyEquity4.1%
    Bharti Airtel Ltd.CommunicationEquity3.7%
    ICICI Bank Ltd.FinancialEquity3.5%
    Divi's Laboratories Ltd.HealthcareEquity3.2%
    Bajaj Finance Ltd.FinancialEquity2.8%
    Cholamandalam Investment & Finance Co. Ltd.FinancialEquity2.6%
    Honeywell Automation India Ltd.EngineeringEquity2.6%
    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

    BOI AXA Large & Mid Cap Equity Fund Regular Bonus Details

    BOI AXA Large & Mid Cap Equity Fund Regular Bonus is a Equity Mutual Fund Scheme launched by BOI AXA Mutual Fund. This scheme was made available to investors on 21 Oct 2008. Alok Singh is the Current Fund Manager of BOI AXA Large & Mid Cap Equity Fund Regular Bonus fund.The fund currently has an Asset Under Management(AUM) of ₹179 Cr and the Latest NAV as of 19 Oct 2020 is ₹35.77.

    The BOI AXA Large & Mid Cap Equity Fund Regular 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.

    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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