BOI AXA Midcap Tax Fund Series 2 Direct Growth+0.76%

4
-1.48%
1 Year Return
Equity
Tax Planning
6M
1Y
All

Fund Details

BOI AXA Midcap Tax Fund Series 2 Direct Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio0.36%
NAV10.67 (02 Jul 2020)
Fund Started19 Oct 2018
Fund Size44 Cr

Returns

1Y
3Y*
5Y*
Since inception*
BOI AXA Midcap Tax Fund Series 2 Direct Growth
-1.5%
NA
NA
3.9%
Category Average
-16.6%
-3.7%
6.3%
-
Rank within category
3
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with -1.5% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    Bajaj Finance Ltd.FinancialEquity3.7%
    Whirlpool Of India Ltd.Cons DurableEquity3.2%
    Cholamandalam Investment & Finance Co. Ltd.FinancialEquity3.2%
    Astral Poly Technik Ltd.ChemicalsEquity3.1%
    Relaxo Footwears Ltd.FMCGEquity2.5%
    City Union Bank Ltd.FinancialEquity2.3%
    Voltas Ltd.Cons DurableEquity2.3%
    Sanofi India Ltd.HealthcareEquity2.1%
    Jubilant FoodWorks Ltd.ServicesEquity2.0%
    Atul Ltd.ChemicalsEquity2.0%
    See All

    Fund Managers

    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

    BOI AXA Midcap Tax Fund Series 2 Direct Growth Details

    BOI AXA Midcap Tax Fund Series 2 Direct Growth is a Equity Mutual Fund Scheme launched by BOI AXA Mutual Fund. This scheme was made available to investors on 19 Oct 2018. Saurabh Kataria is the Current Fund Manager of BOI AXA Midcap Tax Fund Series 2 Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹44 Cr and the Latest NAV as of 02 Jul 2020 is ₹10.67.

    The BOI AXA Midcap Tax Fund Series 2 Direct Growth is rated Moderately High risk.

    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.

    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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