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  • BOI AXA Flexi Cap Fund of Income Dist cum Cap Wdrl (PIDCW-A)

Formerly BOI AXA Flexi Cap Reg DP

BOI AXA Mutual Funds

BOI AXA Flexi Cap Fund of Income Dist cum Cap Wdrl (PIDCW-A)

EquityDiversified

17.91

NAV (Oct 21)

67.6%
Till Date CAGR
Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in diversified.

Click here to see our recommendations.

Diversified funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

1 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.

Relative Size

139 Cr. Small within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Consistently poor. The historical performance of the fund has been consistently poor

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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Historical NAV

17.91

NAV (Oct 21)

Fund Returns

Last 1Y
67.7%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
67.6%
6 Month CAGR
31.9%
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Scheme Information

Investment Objective

The investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity-related securities across various market capitalisation. However,there can be no assurance that the investment objectives of the Scheme will be realized.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
2.74
Launched (1y ago)
Jun 29, 2020
AUM in Crores
138.747
ISIN
INF761K01FH1
Lock-in
No Lock-in
Benchmark
S&P BSE 500 India TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Alok Singh

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
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    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record

SBI Focused Equity Fund (G)

recommended-badge

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

amc-icon

About the AMC

BOI AXA Investment Mngrs Private Ltd

BOI AXA Investment Mngrs Private Ltd manages assets worth 2,580 crores and was set up on 12 April 2007. It's current offering of mutual fund schemes includes 29 equity,24 debt and 25 hybrid funds.

amc-img

  • tel-amc-about
    022-40479000
  • mail-amc-about
    service@boiaxa-im.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    4.9%

    6.8%

    top-ranked-badge

    31.6%

    20.9%

    top-ranked-badge

    0%

    0%

    top-ranked-badge

    30.8%

    20.2%

    top-ranked-badge

    5.6%

    7.4%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    Equity

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    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About BOI AXA Flexi Cap Fund of Income Dist cum Cap Wdrl (PIDCW-A)

    About BOI AXA Flexi Cap Fund of Income Dist cum Cap Wdrl (PIDCW-A)

    BOI AXA Flexi Cap Fund of Income Dist cum Cap Wdrl (PIDCW-A) is a Diversified Equity fund and has delivered an annualised return of 67.6% over a period of 1 years. The fund was previously known as BOI AXA Flexi Cap Reg DP . The fund is managed by BOI AXA Investment Mngrs Private Ltd. The fund manager’s name is Alok Singh

    BOI AXA Flexi Cap Fund of Income Dist cum Cap Wdrl (PIDCW-A) Investment Objective

    The investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity-related securities across various market capitalisation. However,there can be no assurance that the investment objectives of the Scheme will be realized. . However, there is no assurance that the objective of the scheme will be realized.

    BOI AXA Flexi Cap Fund of Income Dist cum Cap Wdrl (PIDCW-A) NAV,AUM,Risk

    The BOI AXA Flexi Cap Fund of Income Dist cum Cap Wdrl (PIDCW-A) fund was launched on Jun 29, 2020. The NAV (Net Asset Value) of this Diversified Equity fund as of 2021-10-21 is ₹17.91. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹138.747. The category risk of the BOI AXA Flexi Cap Fund of Income Dist cum Cap Wdrl (PIDCW-A) fund is Very High Risk. The fund charges 2.74 % as expense ratio.

    BOI AXA Flexi Cap Fund of Income Dist cum Cap Wdrl (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 99.6% in this asset class. The top three holdings of the fund are , state bank of india , icici bank ltd , hdfc bank ltd , max healthcare institute ltd ordinary shares , mastek ltd , birla corp ltd , reliance industries ltd , infosys ltd , tata consultancy services ltd , balrampur chini mills ltd , k.p.r. mill ltd , abbott india ltd , persistent systems ltd , abb india ltd , axis bank ltd , brigade enterprises ltd , computer age management services ltd ordinary shares , radico khaitan ltd , indian energy exchange ltd , route mobile ltd ordinary shares , astral ltd , hatsun agro product ltd , jk cement ltd , alkem laboratories ltd , gland pharma ltd , kotak mahindra bank ltd , muthoot finance ltd , endurance technologies ltd , apl apollo tubes ltd , bajaj finance ltd , sbi life insurance company limited , oracle financial services software ltd , csb bank ltd ordinary shares , tata consumer products ltd , tata motors ltd , coforge ltd , dr reddy's laboratories ltd , aavas financiers ltd , tanla platforms ltd ordinary shares , central depository services (india) ltd , bajaj finserv ltd , laurus labs ltd , affle india ltd , cipla ltd , indian railway catering and tourism corp ltd , mindtree ltd , torrent power ltd , siemens ltd , firstsource solutions ltd , thyrocare technologies ltd , e i d parry india ltd , v-mart retail ltd , suven pharmaceuticals ltd , jamna auto industries ltd , pi industries ltd , sequent scientific ltd , garware technical fibres ltd , sobha ltd , godrej consumer products ltd , upl ltd , housing development finance corporation limited (warrant) , tasty bite eatables ltd , lemon tree hotels ltd , hindalco industries ltd , gujarat gas ltd , dixon technologies (india) ltd , icici lombard general insurance co ltd , care ratings ltd , housing development finance corp ltd , treps , jsw steel ltd , net receivables / (payables) , 364 dtb 24032022 , 182 dtb 06012022

    BOI AXA Flexi Cap Fund of Income Dist cum Cap Wdrl (PIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

    BOI AXA Flexi Cap Fund of Income Dist cum Cap Wdrl (PIDCW-A) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 500 India TR INR

    BOI AXA Flexi Cap Fund of Income Dist cum Cap Wdrl (PIDCW-A) Review

    BOI AXA Flexi Cap Fund of Income Dist cum Cap Wdrl (PIDCW-A) has a score of 3 on a scale of 5. The fund scores 1 out of 5 based on historical performance. As compared to the other funds in its category, BOI AXA Flexi Cap Fund of Income Dist cum Cap Wdrl (PIDCW-A) has a score of 2 out of 5 Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

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