BOI AXA Midcap Tax Fund Series 1 Regular Dividend+0.53%

3Groww
15.24%
1 Year Return
Equity
ELSS
3.0star
6M
1Y
All

Fund Details

BOI AXA Midcap Tax Fund Series 1 Regular Dividend

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio0.78%
NAV9.45 (17 Jan 2020)
Fund Started19 Feb 2018
Fund Size87 Cr

Returns

1Y
3Y*
5Y*
Since inception*
BOI AXA Midcap Tax Fund Series 1 Regular Dividend
15.2%
NA
NA
-2.9%
Category Average
4.7%
10.5%
11.6%
-
Rank within category
12
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with 15.2% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity4.1%
    Cholamandalam Investment & Finance Co. Ltd.FinancialEquity4.1%
    City Union Bank Ltd.FinancialEquity3.7%
    PI Industries Ltd.ChemicalsEquity3.7%
    Bajaj Finserv Ltd.FinancialEquity3.5%
    Whirlpool Of India Ltd.Cons DurableEquity3.0%
    Abbott India Ltd.HealthcareEquity2.9%
    Crompton Greaves Consumer Electricals Ltd.Cons DurableEquity2.9%
    ICICI Bank Ltd.FinancialEquity2.8%
    Kansai Nerolac Paints Ltd.ChemicalsEquity2.8%
    See All

    Fund Managers

    addAakash Manghani
    Education
    Mr. Manghani has done Bachelors in Engineering
    Experience
    Prior to joining BOI AXA Mutual Fund he has worked with Pioneer Investcorp Ltd., Girik Capital and Amdocs Ltd.
    Funds Managed
    addDhruv Bhatia
    Education
    Mr. Bhatia has done PGDM (Finance), Bachelors in Management Studies (Finance).
    Experience
    Prior to joining BOI AXA Mutual Fund he has worked with AUM Fund Advisors LLP and Sahara Asset Management Company.
    Funds Managed

    Other Details

    BOI AXA Midcap Tax Fund Series 1 Regular Dividend is a Equity Mutual Fund Scheme launched by BOI AXA Mutual Fund. This scheme was introduced to investors on 19 Feb 2018. Alok Singh is the Current Fund Manager of BOI AXA Midcap Tax Fund Series 1 Regular Dividend.The fund currently has an Asset Under Management(AUM) of ₹87 Cr and the Latest NAV as of 17 Jan 2020 is ₹9.45.

    The BOI AXA Midcap Tax Fund Series 1 Regular Dividend is rated Moderately High risk. Minimum SIP Investment is 500. Nil.

    Investment Objective

    The scheme seeks to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related securities of midcap companies along with income tax benefit.

    Tax Implications

    Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.

    Scheme Information Document(SID)

    Not Supported
    Min for First Investment
    Not Supported
    Min for Second Investment
    Nil
    Exit Load

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    About BOI AXA Mutual Fund

    Address
    BOI AXA Investment Managers Pvt. Ltd. B/204, Tower 1, Peninsula Corporate Park, Ganpatrao Kadam Ma Mumbai 400055
    Phone
    022-40479000
    Launch Date
    31 Mar 2008
    Website
    NA
    BOI AXA Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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