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BOI AXA Small Cap Fund Regular Growth-1.14%

108.79%
1 Year Return
Equity
Small Cap
6M
1Y
All

Fund Details

BOI AXA Small Cap Fund Regular Growth

RiskVery High
Min SIP Amount₹1000
Expense Ratio2.66%
NAV₹19.96 (12 May 2021)
Fund Started18 Dec 2018
Fund Size130 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
108.8%
-
-
32.4%
Category Average
83.9%
5.8%
13.9%
-
Rank Within Category
10
-
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount1,000
Amount Per Month₹5,000
Would have become
0
with 108.8% returns per annum

Comparison

Data not available
Pros
1. 1Y Returns are higher than the category average returns
Cons
1. Asset under management(AUM) is less than 100 Crs. Watch expense ratio when AUM is very low
2. Age is less than 5 years

Top Holdings

NameSectorInstrument% Assets
Central Depository Services (India) Ltd.FinancialEquity3.2%
EPL Ltd.ChemicalsEquity3.1%
Sequent Scientific Ltd.HealthcareEquity3.1%
Galaxy Surfactants Ltd.FMCGEquity2.8%
Tube Investments Of India Ltd.AutomobileEquity2.6%
Century Plyboards (India) Ltd.FMCGEquity2.5%
Grindwell Norton Ltd.MetalsEquity2.5%
Dixon Technologies (India) Ltd.EngineeringEquity2.5%
Repco Home Finance Ltd.FinancialEquity2.4%
Can Fin Homes Ltd.FinancialEquity2.4%
See All

Fund Managers

BOI AXA Small Cap Fund Regular Growth Details

BOI AXA Small Cap Fund Regular Growth is a Equity Mutual Fund Scheme launched by BOI AXA Mutual Fund. This scheme was made available to investors on 18 Dec 2018. Ajay Khandelwal is the Current Fund Manager of BOI AXA Small Cap Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹130 Cr and the Latest NAV as of 12 May 2021 is ₹19.96.

The BOI AXA Small Cap Fund Regular Growth is rated Very 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.

Investment Objective

The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity-related securities of small cap companies.

Tax Implications

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.

Scheme Information Document(SID)

₹5000
Min for First Investment
₹1000
Min for Second Investment
Exit load of 1% if redeemed within 1 year for units beyond 10% of the investment.
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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