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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
18.29%
3Y annualised
-1.23% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 23 May 2022₹20.83
Min. SIP amountNA
Rating5
Fund size₹363.21Cr

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns11.9%18.3%12.6%13.4%
Category average42.2%12.7%12.2%NA
Rank with in category423NA
Understand terms

Holdings (52)

NameSectorInstrumentAssets
APL Apollo Tubes Ltd.Metals & MiningEquity4.3%
Jindal Stainless Ltd.Metals & MiningEquity4.3%
ICICI Securities Ltd.FinancialCP4.1%
HDFC Bank Ltd.
FinancialCD3.9%
Minda Industries Ltd.AutomobileEquity3.8%
Atul Ltd.ChemicalsEquity3.6%
Astral Ltd.ChemicalsEquity3.5%
KPR Mills Ltd.TextilesEquity3.5%
Balrampur Chini Mills Ltd.Consumer StaplesEquity3.5%
Navin Fluorine International Ltd.ChemicalsEquity3.3%
See All

Expense ratio, exit load and tax

Expense ratio: 2.55%

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

Fund management

Alok Singh
Feb 2017 - Present
View details

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
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
B/204-Tower 1,Peninsula Corporate Park, Ganpatrao Kadam Marg,Lower Parel, Mumbai 400013
Phone
NA
Launch Date
31 Mar 2008
Website
NA
Amc Image
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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FAQs

How to Invest in BOI AXA Mid & Small Cap Equity & Debt Fund Regular Growth?

You can easily invest in BOI AXA Mid & Small Cap Equity & Debt Fund Regular Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for BOI AXA Mid & Small Cap Equity & Debt Fund Regular Growth from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in BOI AXA Mid & Small Cap Equity & Debt Fund Regular Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does BOI AXA Mid & Small Cap Equity & Debt Fund Regular Growth provide?

The BOI AXA Mid & Small Cap Equity & Debt Fund Regular Growth has been there from 20 Jul 2016 and the average annual returns provided by this fund is 11.92% since its inception.

How much expense ratio is charged by BOI AXA Mid & Small Cap Equity & Debt Fund Regular Growth?

The term Expense Ratio used for BOI AXA Mid & Small Cap Equity & Debt Fund Regular Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of BOI AXA Mid & Small Cap Equity & Debt Fund Regular Growth is 2.55% as of 24 May 2022...

What is the AUM of BOI AXA Mid & Small Cap Equity & Debt Fund Regular Growth?

The AUM, short for Assets Under Management of BOI AXA Mid & Small Cap Equity & Debt Fund Regular Growth is ₹363.21Cr as of 24 May 2022.

How to Redeem BOI AXA Mid & Small Cap Equity & Debt Fund Regular Growth?

If you want to sell your BOI AXA Mid & Small Cap Equity & Debt Fund Regular Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of BOI AXA Mid & Small Cap Equity & Debt Fund Regular Growth?

You can select either SIP or Lumpsum investment of BOI AXA Mid & Small Cap Equity & Debt Fund Regular Growth based on your investment objective and risk tolerance.

What is the NAV of BOI AXA Mid & Small Cap Equity & Debt Fund Regular Growth?

The NAV of BOI AXA Mid & Small Cap Equity & Debt Fund Regular Growth is ₹20.83 as of 23 May 2022.

What is the PE and PB ratio of BOI AXA Mid & Small Cap Equity & Debt Fund Regular Growth?

The PE ratio ratio of BOI AXA Mid & Small Cap Equity & Debt Fund Regular Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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