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BOI AXA Large & Mid Cap Equity Fund Regular Growth

Equity
Large & MidCap
Very High Risk
56.48%
1Y return
+0.85% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 Jul 2021₹52.31
Min. SIP Amount₹1,000
Rating2star
Fund Size₹200.08 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns56.5%11.6%12.6%13.8%
Category average59.0%15.2%14.8%NA
Rank with in category202115NA
Understand termsinfo

Holdings (54)

NameSectorInstrumentAssets
State Bank of India
FinancialEquity5.0%
HDFC Bank Ltd.FinancialEquity4.6%
Divi's Laboratories Ltd.
HealthcareEquity4.2%
Infosys Ltd.TechnologyEquity4.1%
ICICI Bank Ltd.FinancialEquity3.8%
Kotak Mahindra Bank Ltd.FinancialEquity3.5%
Bharti Airtel Ltd.CommunicationEquity3.2%
PI Industries Ltd.ChemicalsEquity3.1%
Ultratech Cement Ltd.ConstructionEquity2.8%
Muthoot Finance Ltd.FinancialEquity2.8%
See All

Pros and cons

Category: Equity Large & MidCap

Pros

  • Age is more than 10 years

Cons

  • Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
  • Higher expense ratio - 2.64%
  • 1Y Returns are lower than the category average returns
  • 3Y Returns are lower than the category average returns
  • 5Y Returns are lower than the category average returns
  • 10Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 2.64%

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

Minimum investment amounts

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