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BOI AXA Small Cap Fund Regular Growth

Equity
Small Cap
Very High Risk
110.78%
1Y return
+1.20% 1D
1M
6M
1Y
All
NAV: 02 Aug 2021₹24.36
Min. SIP Amount₹1,000
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%)

Returns and rankings

Category: Equity Small Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns110.8%NANA40.8%
Category average102.5%18.0%16.9%NA
Rank with in category5NANANA
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

Pros and cons

Category: Equity Small Cap

Pros

  • 1Y Returns are higher than the category average returns

Cons

  • Asset under management(AUM) is less than 100 Crs. Watch expense ratio when AUM is very low
  • Age is less than 5 years

Expense ratio, exit load and tax

Expense ratio: 2.74%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 1 year for units beyond 10% of the investment.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand termsinfo

Minimum investment amounts

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

Fund management

Fund house & investment objective

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Fund house contact details

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