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BOI AXA Midcap Tax Fund Series 1 Regular Growth+0.33%

80.67%
1 Year Return
Equity
ELSS
3.0star
3Y Lock inlock
6M
1Y
3Y
All

Fund Details

BOI AXA Midcap Tax Fund Series 1 Regular Growth

RiskVery High
Min SIP AmountNot Supported
Expense Ratio1.55%
NAV₹15.05 (11 Jun 2021)
Fund Started19 Feb 2018
Fund Size83 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
80.7%
14.7%
-
13.2%
Category Average
65.2%
6.2%
15.3%
-
Rank Within Category
15
7
-
-
*All returns are annualized.
SIP
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
Would have become
0
with 80.7% returns per annum

Comparison

Data not available
Pros
1. 1Y Returns are higher than the category average returns
2. Exit load is zero
3. 3Y Returns are higher than the category average returns
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. Higher expense ratio - 1.55004001%

Top Holdings

NameSectorInstrument% Assets
Cholamandalam Investment & Finance Co. Ltd.FinancialEquity4.4%
PI Industries Ltd.ChemicalsEquity4.0%
Navin Fluorine International Ltd.ChemicalsEquity3.6%
Astral Ltd.ChemicalsEquity3.6%
HDFC Bank Ltd.FinancialEquity3.4%
Laurus Labs Ltd.HealthcareEquity3.3%
Ajanta Pharma Ltd.HealthcareEquity3.2%
SRF Ltd.DiversifiedEquity2.9%
JB Chemicals & Pharmaceuticals Ltd.HealthcareEquity2.9%
AU Small Finance Bank Ltd.FinancialEquity2.6%
See All

Fund Managers

Dhruv Bhatia
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BOI AXA Midcap Tax Fund Series 1 Regular Growth Details

BOI AXA Midcap Tax Fund Series 1 Regular Growth is a Equity Mutual Fund Scheme launched by BOI AXA Mutual Fund. This scheme was made available to investors on 19 Feb 2018. Alok Singh is the Current Fund Manager of BOI AXA Midcap Tax Fund Series 1 Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹83 Cr and the Latest NAV as of 11 Jun 2021 is ₹15.05.

The BOI AXA Midcap Tax Fund Series 1 Regular Growth is rated Very High risk. Minimum SIP Investment is set to 500.

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
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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