Name: BOI AXA Midcap Tax Fund Series 2 Direct Growth
Brand: BOI AXA Mutual Fund

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BOI AXA Midcap Tax Fund Series 2 Direct Growth
Equity
ELSS
Very High Risk
3Y Lock Inlock
4.79%
1M return
+0.53% 1D
1M
6M
1Y
All
 NAV: 14 Oct 2021₹22.76
Min. SIP amountNA
RatingNA
Fund size₹93.49 Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity ELSS
Absolute returns
3M6M1YAll
Fund returns13.2%38.8%77.0%127.6%
Category averageNANA75.7%NA
Rank with in category101010NA
Understand termsinfo
Holdings (55)NameSectorInstrumentAssets
PI Industries Ltd.
ChemicalsEquity3.9%
Astral Ltd.
ChemicalsEquity3.7%
Mphasis Ltd.
TechnologyEquity3.7%
Laurus Labs Ltd.
HealthcareEquity3.2%
SRF Ltd.
DiversifiedEquity3.0%
Crompton Greaves Consumer Electricals Ltd.
Consumer DurableEquity2.9%
HDFC Bank Ltd.
FinancialEquity2.8%
Gujarat Gas Ltd.
EnergyEquity2.8%
Atul Ltd.
ChemicalsEquity2.8%
Dr. Lal Pathlabs Ltd.
HealthcareEquity2.6%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Mar 2021 - Present
0.50%
30 Sep 2020 - 31 Mar 2021
0.50%
31 Mar 2020 - 30 Sep 2020
0.50%
30 Sep 2019 - 31 Mar 2020
0.36%
Expense ratio, exit load and taxExpense ratio: 0.50%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationNA
Understand termsinfo
Check past data
Minimum investment amountsMin. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA
Fund managementSaurabh Kataria
Jul 2018 - Present
View details
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Education
He is a B.Com (Hons.) and MBA (Finance).
Experience
Prior to joining BOI AXA Investment Managers Pvt. Ltd. in 2009 he has worked with Askar Capital Private Equity, Goldman Sachs India Pvt. Ltd. and Irevna Research Services Pvt. Ltd.
Also manages these schemes
BOI AXA Tax Advantage Regular IDCW
BOI AXA Tax Advantage Eco Growth
BOI AXA Tax Advantage Regular Growth
BOI AXA Tax Advantage Eco IDCW
BOI AXA Tax Advantage Direct Growth
BOI AXA Tax Advantage Direct IDCW
BOI AXA Equity Debt Rebalancer Fund Regular Growth
BOI AXA Equity Debt Rebalancer Fund Direct Growth
BOI AXA Equity Debt Rebalancer Fund Regular IDCW
BOI AXA Equity Debt Rebalancer Fund Direct IDCW
BOI AXA Capital Protection Oriented Series 5 Regular IDCW
BOI AXA Midcap Tax Fund Series 1 Direct IDCW
BOI AXA Midcap Tax Fund Series 1 Direct Growth
BOI AXA Midcap Tax Fund Series 1 Regular IDCW
BOI AXA Midcap Tax Fund Series 1 Regular Growth
BOI AXA Midcap Tax Fund Series 2 Direct IDCW
BOI AXA Midcap Tax Fund Series 2 Regular Growth
BOI AXA Midcap Tax Fund Series 2 Direct Growth
BOI AXA Midcap Tax Fund Series 2 Regular IDCW
BOI AXA Small Cap Fund Direct IDCW
BOI AXA Small Cap Fund Regular Growth
BOI AXA Small Cap Fund Direct Growth
Ajay Khandelwal
Jul 2019 - Present
View details
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Education
Mr. Khandelwal is MBA & Bachelor of Engineering.
Experience
Prior to joining with BOI AXA Mutual Fund, he has worked with B&K Securities & Infosys
Also manages these schemes
BOI AXA Equity Debt Rebalancer Fund Regular Growth
BOI AXA Equity Debt Rebalancer Fund Direct Growth
BOI AXA Equity Debt Rebalancer Fund Regular IDCW
BOI AXA Equity Debt Rebalancer Fund Direct IDCW
BOI AXA Mid & Small Cap Equity & Debt Fund Direct Growth
BOI AXA Mid & Small Cap Equity & Debt Fund Regular IDCW
BOI AXA Mid & Small Cap Equity & Debt Fund Regular Growth
BOI AXA Mid & Small Cap Equity & Debt Fund Direct IDCW
BOI AXA Arbitrage Fund Direct Growth
BOI AXA Arbitrage Fund Regular IDCW Yearly
BOI AXA Arbitrage Fund Regular Growth
BOI AXA Midcap Tax Fund Series 2 Direct IDCW
BOI AXA Midcap Tax Fund Series 2 Regular Growth
BOI AXA Midcap Tax Fund Series 2 Direct Growth
BOI AXA Midcap Tax Fund Series 2 Regular IDCW
BOI AXA Small Cap Fund Direct IDCW
BOI AXA Small Cap Fund Regular Growth
BOI AXA Small Cap Fund Direct Growth
Dhruv Bhatia
Jul 2019 - Present
View details
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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.
Also manages these schemes
BOI AXA Midcap Tax Fund Series 1 Direct IDCW
BOI AXA Midcap Tax Fund Series 1 Direct Growth
BOI AXA Midcap Tax Fund Series 1 Regular IDCW
BOI AXA Midcap Tax Fund Series 1 Regular Growth
BOI AXA Midcap Tax Fund Series 2 Direct IDCW
BOI AXA Midcap Tax Fund Series 2 Regular Growth
BOI AXA Midcap Tax Fund Series 2 Direct Growth
BOI AXA Midcap Tax Fund Series 2 Regular IDCW
Fund house & investment objective
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BOI AXA Mutual Fund
Rank (total assets)#31 in India
Total AUM2,233.54 Cr
Date of Incorporation31 Mar 2008
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 inv
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 31 Mar 2008. 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 ₹2,234 Cr and the Latest NAV as of 14 Oct 2021 is ₹22.76.
The BOI AXA Midcap Tax Fund Series 2 Direct Growth is rated Very High risk. ...Read more
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 mid
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.
...Read more
Fund benchmarkNIFTY Midcap 100 TRI
descriptionScheme Information Document(SID)
Fund house contact details
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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
E-mail
[email protected]
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,
Email
[email protected]
Website
www.karvymfs.com
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	3M	6M	1Y	All
Fund returns	13.2%	38.8%	77.0%	127.6%
Category average	NA	NA	75.7%	NA
Rank with in category	10	10	10	NA

Name	Sector	Instrument	Assets
PI Industries Ltd.	Chemicals	Equity	3.9%
Astral Ltd.	Chemicals	Equity	3.7%
Mphasis Ltd.	Technology	Equity	3.7%
Laurus Labs Ltd.	Healthcare	Equity	3.2%
SRF Ltd.	Diversified	Equity	3.0%
Crompton Greaves Consumer Electricals Ltd.	Consumer Durable	Equity	2.9%
HDFC Bank Ltd.	Financial	Equity	2.8%
Gujarat Gas Ltd.	Energy	Equity	2.8%
Atul Ltd.	Chemicals	Equity	2.8%
Dr. Lal Pathlabs Ltd.	Healthcare	Equity	2.6%

Rating	NA
Fund size	₹93.49 Cr