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BOI AXA Mid & Small Cap Equity & Debt Fund Direct Growth

Hybrid
Aggressive Hybrid
Very High Risk
26.67%
3Y annualised
-0.19% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Jan 2022₹25.80
Min. SIP amount₹1,000
Rating4
Fund size₹370.61Cr

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns53.9%26.7%20.0%18.8%
Category average42.2%12.7%12.2%NA
Rank with in category222NA
Understand terms

Holdings (51)

NameSectorInstrumentAssets
AutomobileEquity4.8%
MetalsEquity4.7%
TechnologyEquity4.6%
ChemicalsEquity3.9%
TextilesEquity3.6%
ChemicalsEquity3.4%
ChemicalsEquity3.1%
ServicesEquity2.9%
FinancialEquity2.9%
MetalsEquity2.8%
See All

Pros and cons

Category: Hybrid Aggressive Hybrid

Pros

Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
Higher alpha: 9.83 The fund has generated returns higher than benchmark - Groww Equity Hybrid - in the last 3Y
Lower expense ratio: 1.84%
Consistently top ranked fund
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality

Cons

Lower AUM: 370Cr. Funds with lower AUM tend to have higher expense ratio

Expense ratio, exit load and tax

Expense ratio: 1.84%

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 terms
Check past data

Minimum investment amounts

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

Fund management

Alok Singh
Feb 2017 - Present
View details

Fund house & investment objective

Fund house contact details

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