BOI AXA Manufacturing & Infrastructure Fund Growth+1.23%

4
-4.54%
1 Year Return
Equity
Sectoral/Thematic
4.0star
6M
1Y
3Y
5Y
All

Fund Details

BOI AXA Manufacturing & Infrastructure Fund Growth

RiskHigh
Min SIP Amount₹1000
Expense Ratio2.49%
NAV14.83 (06 Jul 2020)
Fund Started05 Mar 2010
Fund Size34 Cr

Returns

1Y
3Y*
5Y*
Since inception*
BOI AXA Manufacturing & Infrastructure Fund Growth
-4.5%
-0.5%
3.3%
3.9%
Category Average
-22.1%
-6.9%
1.0%
-
Rank within category
3
4
3
-
*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 -4.5% 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
    7. 10Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Bharti Airtel Ltd.CommunicationEquity7.4%
    Honeywell Automation India Ltd.EngineeringEquity6.7%
    Reliance Industries Ltd.EnergyEquity5.0%
    Alkem Laboratories Ltd.HealthcareEquity4.7%
    Divi's Laboratories Ltd.HealthcareEquity3.9%
    Gujarat Gas Ltd.ChemicalsEquity3.8%
    Timken India Ltd.EngineeringEquity3.5%
    Larsen & Toubro Ltd.ConstructionEquity3.3%
    GMM Pfaudler Ltd.EngineeringEquity3.0%
    PI Industries Ltd.ChemicalsEquity2.8%
    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 Manufacturing & Infrastructure Fund Growth Details

    BOI AXA Manufacturing & Infrastructure Fund Growth is a Equity Mutual Fund Scheme launched by BOI AXA Mutual Fund. This scheme was made available to investors on 05 Mar 2010. Alok Singh is the Current Fund Manager of BOI AXA Manufacturing & Infrastructure Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹34 Cr and the Latest NAV as of 06 Jul 2020 is ₹14.83.

    The BOI AXA Manufacturing & Infrastructure Fund Growth is rated High risk. Minimum SIP Investment is set to 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
    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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