BOI AXA Equity Debt Rebalancer Fund Direct Growth-0.39%

1Groww
-10.04%
1 Year Return
Hybrid
Balanced Advantage
1.0 star
6M
1Y
3Y
5Y
All

Fund Details

BOI AXA Equity Debt Rebalancer Fund Direct Growth

RiskModerately Low
Min SIP Amount₹500
Expense Ratio1.76%
NAV14.15 (08 Jul 2019)
Fund Started13 Mar 2014
Fund Size142 Cr

Returns

1Y
3Y*
5Y*
Since inception*
BOI AXA Equity Debt Rebalancer Fund Direct Growth
-10.0%
1.4%
4.5%
6.4%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -10.0% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    Cons
    1. Age is less than 5 years
    2. 1Y Returns are lower than the benchmark
    3. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    DerivativeMiscellaneousUndisclosed - Others34.3%
    CBLO(CCIL)Current AssetsMoney Market6.8%
    7.3 RBL Bank Ltd. Jun 21 2019 Financial ServicesFD6.5%
    7.5 RBL Bank Ltd. Dec 2 2018 Financial ServicesFD4.3%
    Sintex-BAPL Ltd.AutomobileZCB3.8%
    Sintex-BAPL Ltd.AutomobileZCB3.7%
    Adani Power LtdEnergyEquity3.7%
    Tata Consultancy Services Ltd.ITEquity3.5%
    Reliance Industries Ltd.EnergyEquity3.3%
    Titan Company Ltd.Consumer GoodsEquity3.3%
    See All

    Fund Managers

    addSaurabh Kataria
    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.
    Funds Managed

    Other Details

    BOI AXA Equity Debt Rebalancer Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by BOI AXA Mutual Fund. This scheme was introduced to investors on 13 Mar 2014. Saurabh Kataria, Piyush Baranwal is the Current Fund Manager of BOI AXA Equity Debt Rebalancer Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹142 Cr and the Latest NAV as of 08 Jul 2019 is ₹14.15.

    The BOI AXA Equity Debt Rebalancer Fund Direct Growth is rated Moderately Low risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 200000. For units more than 10% of the investments, an exit load of 1% if redeemed within 1 year..

    Investment Objective

    BOI AXA Equity Debt Rebalancer Fund aims at generating long term returns with lower volatility by following a disciplined allocation between equity and debt securities. The equity allocation will be determined based on the month end P/E ratio of the CNX Nifty Index. There is no assurance that the investment objectives of the Scheme will be realized and the Scheme does not assure or guarantee any returns.

    Tax Implications

    Scheme Information Document(SID)

    ₹200000
    Min for First Investment
    ₹1000
    Min for Second Investment
    For units more than 10% of the investments, an exit load of 1% if redeemed within 1 year.
    Exit Load

    Compare Funds

    BOI AXA Equity Debt Rebalancer Fund Direct Growth
    VS
    search

    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
    30 Mar 2008
    Website
    NA
    BOI AXA Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Karvy
    Address
    NA
    Invest Now
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
    Similar Funds
    Data not available