BOI AXA Mid & Small Cap Equity & Debt Fund - Regular - Growth-0.23%

-8.9%
1 Year Return
Hybrid
Aggressive
2.0 star
1Y

Fund Details

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

RiskModerately High
Min SIP Amount₹1000
Expense Ratio2.98%
NAV12.8 (20-Mar-2019)
Fund Started20-Jul-2016
Fund Size406 Cr

Returns

1Y
3Y*
5Y*
Since inception*
BOI AXA Mid & Small Cap Equity & Debt Fund - Regular - Growth
-8.9%
NA
NA
9.7%
Category Average
2.9%
12.7%
13.8%
-
Rank within category
32
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    30
    with -8.9% 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. Age is less than 3 years
    3. Risk is higher compared to the benchmark
    4. Higher expense ratio

    Top Holdings

    NameSectorInstrument% Assets
    Dewan Housing Finance Corpn. Ltd.FinancialDebenture5.1%
    Aarti Industries Ltd.ChemicalsEquity3.3%
    ChemicalsEquity2.6%
    Aadhar Housing Finance Ltd.FinancialSO2.3%
    Sintex-BAPL Ltd.AutomobileDebenture2.3%
    Cholamandalam Investment & Finance Co. Ltd.FinancialEquity2.3%
    FinancialEquity2.2%
    Kansai Nerolac Paints Ltd.ChemicalsEquity2.2%
    FinancialEquity2.0%
    HealthcareEquity1.8%
    See All

    Fund Managers

    addAjay Khandelwal
    Education
    Mr. Khandelwal is MBA & Bachelor of Engineering.
    Experience
    Prior to joining with BOI AXA Mutual Fund, he has worked with B&K Securities & Infosys
    Funds Managed
    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

    About BOI AXA Mutual Fund

    BOI AXA Mutual Fund started their mutual fund on 31/03/2008 and its managing total assets of Rs. 4,325 Cr. Its ranked at 29 as per total assets at end of 30th Sep 2017.

    BOI AXA Investment Managers Private Limited is basically a joint venture between Bank of India and AXA Investment Managers, which is one of the key players in the financial protection industry. Both these companies are trusted brands and have a global presence. Bank of India has 5000 branches across the country and is spread over 22 countries and 5 continents.

    AXA is located in 21 countries and has an asset under management of EUR 746 Billion. Bank of India holds 51% stake, while AXA Investment Manager holds 49%.

    BOI AXA Mutual Funds provide different schemes under various categories of mutual funds, like equity, debt and hybrid. An investor can choose the respective scheme as per his/her risk appetite and investment duration. The AMC always aims to keep investor's objective as its focal point.

    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
    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,
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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