Home>Mutual Funds>BOI AXA Mutual Fund>BOI AXA Mid & Small Cap Equity & Debt Fund Regular Growth

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

Hybrid
Aggressive Hybrid
Very High Risk
24.09%
3Y annualised
-2.18% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Oct 2021₹23.36
Min. SIP amountNA
Rating3star
Fund size₹349.38 Cr

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns68.8%24.1%16.6%17.5%
Category average42.2%12.7%12.2%NA
Rank with in category422NA
Understand termsinfo

Holdings (51)

NameSectorInstrumentAssets
TechnologyEquity4.0%
MetalsEquity4.0%
ChemicalsEquity3.9%
ChemicalsEquity3.4%
FinancialEquity3.2%
ChemicalsEquity3.2%
AutomobileEquity3.1%
ConstructionEquity2.8%
ServicesEquity2.8%
FinancialEquity2.7%
See All

Expense ratio, exit load and tax

Expense ratio: 2.66%

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
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

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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