BOI AXA Mid & Small Cap Equity & Debt Fund Direct Growth-1.24%

1Groww
-22.77%
1 Year Return
Hybrid
Aggressive
1.0 star
6M
1Y
3Y
All

Fund Details

BOI AXA Mid & Small Cap Equity & Debt Fund Direct Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio1.80%
NAV11.92 (09 Jul 2019)
Fund Started20 Jul 2016
Fund Size344 Cr

Returns

1Y
3Y*
5Y*
Since inception*
BOI AXA Mid & Small Cap Equity & Debt Fund Direct Growth
-22.8%
2.5%
NA
3.7%
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
    Estimated Value
    as per Historical Returns
    30
    with -22.8% annual returns

    Comparison

    Data not available
    Pros
    1. Risk-adjusted returns are higher compared to the category
    2. 1Y Returns are higher than the benchmark
    Cons
    1. Age is less than 5 years
    2. Risk is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    CBLO(CCIL)Current AssetsMoney Market9.9%
    9.1 Dewan Housing Finance Corporation Ltd. Aug 16 2019 Financial ServicesDebentures4.9%
    Avenue Supermarts Ltd. (91D)Consumer GoodsCP3.5%
    Aarti Industries Ltd.ChemicalsEquity3.4%
    Graphite India Ltd.Industrial ManufacturingEquity2.8%
    Sterlite Technologies Ltd.TelecomEquity2.7%
    Vinati OrganicsChemicalsEquity2.5%
    8.58 Aadhar Housing Finance Ltd. Jun 23 2020 Financial ServicesDebentures2.3%
    HEG Ltd.Industrial ManufacturingEquity2.2%
    Sintex-BAPL Ltd.AutomobileZCB2.2%
    See All

    Fund Managers

    addAjay Khandelwal
    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
    Funds Managed

    Other Details

    BOI AXA Mid & Small Cap Equity & Debt Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by BOI AXA Mutual Fund. This scheme was introduced to investors on 20 Jul 2016. Alok Singh, Ajay Khandelwal is the Current Fund Manager of BOI AXA Mid & Small Cap Equity & Debt Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹344 Cr and the Latest NAV as of 09 Jul 2019 is ₹11.92.

    The BOI AXA Mid & Small Cap Equity & Debt Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 5000. For units more than 10% of the investments, an exit load of 1% if redeemed within 1 year..

    Investment Objective

    The Schemes investment objective is to generate capital appreciation and income distribution to investors from a portfolio constituting of mid cap equity and equity related securities as well as fixed income securities.However there can be no assurance that the investment objectives of the Scheme will be realized.

    Tax Implications

    Scheme Information Document(SID)

    ₹5000
    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 Mid & Small Cap Equity & Debt 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
    31 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