| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 0.78% |
| NAV | ₹11.22 (07 Jul 2020) |
|---|---|
| Fund Started | 19 Dec 2018 |
| Fund Size | ₹53 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Navin Fluorine International Ltd. | Chemicals | Equity | 5.3% |
| GMM Pfaudler Ltd. | Engineering | Equity | 4.7% |
| Essel Propack Ltd. | Chemicals | Equity | 4.0% |
| Tube Investments Of India Ltd. | Automobile | Equity | 3.5% |
| Galaxy Surfactants Ltd. | FMCG | Equity | 3.3% |
| Bharti Airtel Ltd. | Communication | Equity | 3.3% |
| Sudarshan Chemical Inds. Ltd. | Chemicals | Equity | 2.6% |
| Relaxo Footwears Ltd. | FMCG | Equity | 2.5% |
| HDFC Bank Ltd. | Financial | Equity | 2.4% |
| Atul Ltd. | Chemicals | Equity | 2.4% |
BOI AXA Small Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by BOI AXA Mutual Fund. This scheme was made available to investors on 19 Dec 2018. Ajay Khandelwal is the Current Fund Manager of BOI AXA Small Cap Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹53 Cr and the Latest NAV as of 07 Jul 2020 is ₹11.22.
The BOI AXA Small Cap Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year for units beyond 10% of the investment.
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity-related securities of small cap companies.
Returns 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.