BOI AXA Manufacturing & Infrastructure Direct Growth+0.26%

3Groww
-12.46%
1 Year Return
Equity
Sectoral/Thematic
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

BOI AXA Manufacturing & Infrastructure Direct Growth

RiskHigh
Min SIP Amount₹1000
Expense Ratio1.24%
NAV15.53 (18 Sep 2019)
Fund Started02 Jan 2013
Fund Size42 Cr

Returns

1Y
3Y*
5Y*
Since inception*
BOI AXA Manufacturing & Infrastructure Direct Growth
-12.5%
5.7%
5.8%
9.3%
Category Average
-9.6%
3.9%
6.8%
-
Rank within category
19
12
12
-
*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
    30
    with -12.5% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the benchmark
    2. 3Y Returns are higher than the benchmark
    3. 5Y 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 is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Larsen & Toubro Ltd.ConstructionEquity6.3%
    Honeywell Automation India Ltd.EngineeringEquity4.7%
    Kalpataru Power Transmission Ltd.ConstructionEquity4.0%
    Reliance Industries Ltd.EnergyEquity3.9%
    National Thermal Power Corp. Ltd.EnergyEquity3.6%
    Timken India Ltd.EngineeringEquity3.4%
    Dilip Buildcon Ltd.ConstructionEquity3.4%
    JMC Projects (India) Ltd.ConstructionEquity3.3%
    Siemens Ltd.EngineeringEquity3.1%
    APL Apollo Tubes Ltd.MetalsEquity2.9%
    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 Manufacturing & Infrastructure 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 Manufacturing & Infrastructure Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹42 Cr and the Latest NAV as of 18 Sep 2019 is ₹15.53.

    The BOI AXA Manufacturing & Infrastructure Direct Growth is rated 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

    The Scheme seeks to generate long term capital appreciation through a portfolio of predominantly equity and equity related securities of companies engaged in manufacturing and infrastructure and related sectors.Further, there can be no assurance that the investment objectives of the scheme will be realized. The Scheme is not providing any assured or guaranteed returns.

    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,
    Invest Now
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    + ₹1,000
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