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

Hybrid
Aggressive Hybrid
Very High Risk
81.26%
1Y return
-0.09% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 30 Jul 2021₹21.95
Min. SIP Amount₹1,000
Rating2star
Fund Size₹333.09 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns81.3%16.2%16.5%16.9%
Category average42.2%12.7%12.2%NA
Rank with in category142NA
Understand termsinfo

Holdings (52)

NameSectorInstrumentAssets
APL Apollo Tubes Ltd.MetalsEquity5.4%
Persistent Systems Ltd.TechnologyEquity4.2%
Navin Fluorine International Ltd.ChemicalsEquity4.0%
Astral Ltd.ChemicalsEquity4.0%
Computer Age Management Services Ltd.FinancialEquity3.8%
Axis Bank Ltd.FinancialCD3.7%
Atul Ltd.ChemicalsEquity3.6%
Gujarat Gas Ltd.EnergyEquity3.5%
Sequent Scientific Ltd.HealthcareEquity3.0%
Minda Industries Ltd.AutomobileEquity2.7%
See All

Pros and cons

Category: Hybrid Aggressive Hybrid

Pros

  • 1Y Returns are higher than the category average returns
  • 3Y Returns are higher than the category average returns
  • 5Y Returns are higher than the category average returns

Cons

  • Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
  • Higher expense ratio - 2.67%

Expense ratio, exit load and tax

Expense ratio: 2.67%

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

Minimum investment amounts

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

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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