BOI AXA Mid & Small Cap Equity & Debt Fund Regular Growth-1.27%

1Groww
-23.53%
1 Year Return
Hybrid
Aggressive
1.0 star
6M
1Y
3Y
All

Fund Details

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

RiskModerately High
Min SIP Amount₹1000
Expense Ratio2.68%
NAV11.61 (08 Jul 2019)
Fund Started19 Jul 2016
Fund Size344 Cr

Returns

1Y
3Y*
5Y*
Since inception*
BOI AXA Mid & Small Cap Equity & Debt Fund Regular Growth
-23.5%
1.6%
NA
2.8%
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 -23.5% 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
    6.79 GOI May 15 2027 SovereignGilt9.0%
    CBLO(CCIL)Current AssetsMoney Market7.8%
    HEG Ltd.Industrial ManufacturingEquity4.0%
    Graphite India Ltd.Industrial ManufacturingEquity3.7%
    Bhansali Engineering Polymers Ltd.Industrial ManufacturingEquity2.9%
    9.05 Dewan Housing Finance Corporation Ltd. Sep 9 2019 Financial ServicesDebentures2.7%
    Dewan Housing Finance Corporation Ltd.Financial ServicesZCB2.6%
    Shankara Building Products Ltd.MetalsEquity2.3%
    Apar Industries Ltd.Industrial ManufacturingEquity2.3%
    7.65 Housing Development Finance Corporation Ltd. Mar 20 2019 Financial ServicesDebentures2.3%
    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 Regular Growth is a Hybrid Mutual Fund Scheme launched by BOI AXA Mutual Fund. This scheme was introduced to investors on 19 Jul 2016. Alok Singh, Ajay Khandelwal is the Current Fund Manager of BOI AXA Mid & Small Cap Equity & Debt Fund Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹344 Cr and the Latest NAV as of 08 Jul 2019 is ₹11.61.

    The BOI AXA Mid & Small Cap Equity & Debt Fund Regular 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

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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
    30 Mar 2008
    Website
    NA
    BOI AXA Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Karvy
    Address
    NA
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