Name: BOI AXA Small Cap Fund Direct IDCW
Brand: BOI AXA Mutual Fund

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BOI AXA Small Cap Fund Direct IDCW
Equity
Small Cap
Very High Risk
113.49%
1Y return
+0.31% 1D
1M
6M
1Y
All
NAV: 03 Aug 2021₹19.20
Min. SIP AmountNA
RatingNA
Fund Size₹158.22 Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹0 (0.00%)
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 Small Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns113.5%NANA43.5%
Category average102.5%18.0%16.9%NA
Rank with in category6NANANA
Understand termsinfo
Holdings (68)NameSectorInstrumentAssets
Central Depository Services (India) Ltd.FinancialEquity3.4%
Laurus Labs Ltd.HealthcareEquity3.1%
Sequent Scientific Ltd.HealthcareEquity2.8%
Firstsource Solutions Ltd.ServicesEquity2.7%
Birlasoft Ltd.TechnologyEquity2.7%
Mastek Ltd.TechnologyEquity2.6%
JB Chemicals & Pharmaceuticals Ltd.
HealthcareEquity2.6%
EPL Ltd.ChemicalsEquity2.5%
Galaxy Surfactants Ltd.FMCGEquity2.3%
Radico Khaitan Ltd.FMCGEquity2.3%
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. 
Expense ratio, exit load and taxExpense ratio: 1.18%Inclusive of GST
Exit loadExit load of 1% if redeemed within 1 year for units beyond 10% of the investment.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year. 
Understand termsinfo
Minimum investment amountsMin. for 1st investment₹5,000
Min. for 2nd investment onwards₹0
Min. for SIPNA
Fund managementSaurabh Kataria
Nov 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 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
Nov 2018 - 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 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
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 Small Cap Fund Direct IDCW is a Equity Mutual Fund Scheme launched by BOI AXA Mutual Fund. This scheme was made available to investors on 31 M
BOI AXA Small Cap Fund Direct IDCW is a Equity Mutual Fund Scheme launched by BOI AXA Mutual Fund. This scheme was made available to investors on 31 Mar 2008. Ajay Khandelwal is the Current Fund Manager of BOI AXA Small Cap Fund Direct IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹2,234 Cr and the Latest NAV as of 03 Aug 2021 is ₹19.20.
The BOI AXA Small Cap Fund Direct IDCW is rated Very High risk. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year for units beyond 10% of the investment....Read more
Investment Objective
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity-related securities of small cap companies.
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity-related securities of small cap companies.
...Read more
Fund benchmarkNA
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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	1Y	3Y	5Y	All
Fund returns	113.5%	NA	NA	43.5%
Category average	102.5%	18.0%	16.9%	NA
Rank with in category	6	NA	NA	NA

Name	Sector	Instrument	Assets
Central Depository Services (India) Ltd.	Financial	Equity	3.4%
Laurus Labs Ltd.	Healthcare	Equity	3.1%
Sequent Scientific Ltd.	Healthcare	Equity	2.8%
Firstsource Solutions Ltd.	Services	Equity	2.7%
Birlasoft Ltd.	Technology	Equity	2.7%
Mastek Ltd.	Technology	Equity	2.6%
JB Chemicals & Pharmaceuticals Ltd.	Healthcare	Equity	2.6%
EPL Ltd.	Chemicals	Equity	2.5%
Galaxy Surfactants Ltd.	FMCG	Equity	2.3%
Radico Khaitan Ltd.	FMCG	Equity	2.3%

Min. for 1st investment	₹5,000
Min. for 2nd investment onwards	₹0

Rating	NA
Fund Size	₹158.22 Cr

Rank (total assets)	#31 in India
Total AUM	2,233.54 Cr