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BOI AXA Midcap Tax Fund Series 1 Regular IDCW

Equity
ELSS
Very High Risk
3Y Lock Inlock
62.82%
1Y return
-1.65% 1D
1M
6M
1Y
3Y
All
NAV: 20 Sep 2021₹17.24
Min. SIP amountNA
Rating3star
Fund size₹83.83 Cr

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA62.8%22.7%16.4%
Category averageNA75.7%16.1%NA
Rank with in categoryNA105NA
Understand termsinfo

Holdings (46)

NameSectorInstrumentAssets
ChemicalsEquity4.1%
ChemicalsEquity3.8%
FinancialEquity3.6%
TechnologyEquity3.6%
HealthcareEquity3.6%
DiversifiedEquity3.5%
HealthcareEquity3.3%
AutomobileEquity3.2%
HealthcareEquity3.0%
ChemicalsEquity3.0%
See All

Pros and cons

info
Category: Equity ELSS
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Pros

3Y Returns are higher than the category average returns
Exit load is zero
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Cons

Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
Higher expense ratio - 1.55004001%
1Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 1.55%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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

Understand termsinfo
Check past data

Minimum investment amounts

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

Fund management

Dhruv Bhatia
Jul 2019 - Present
View details
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Fund house & investment objective

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Fund house contact details

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