₹ 14.64
NAV (Mar 04)
Not Recommended
However, Scripbox does not recommend investing in sectoral / thematic - manufacturing mutual funds.
This category has few funds and relatively small amounts invested in them.
The benchmark India Manufacturing Index has performed poorly over time.This category is also characterised by higher volatility.Investing in these funds will require investors to have a unique insight into the specific areas of investment that these funds focus on.In addition the investor will need to have the ability,inclination and expertise to monitor the prospects closely.Investors are therefore better off investing in diversified funds rather than this category.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Track Record
11 Years. The Fund has Sufficient history for analysis and the track record is good.
Relative Size
39 Cr. Negligible within the category
Category View
Poor. The category has an undesirable investment outlook
Consistency Of Performance
Good. The historical performance of the fund has been good
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Scheme Information
The Scheme seeks to generate long term capital appreciation through a portfolio of predominantly equity and equity related securities of companies engaged in manufacturing and infrastructure and related sectors. Further,there can be no assurance that the investment objectives of the scheme will be realized. The Scheme is not providing any assured or guaranteed returns
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
2.5 %
Expense Ratio
Mar 05, 2010
Launched (11y ago)
₹ 39
AUM in Crores
INF761K01223
ISIN
No Lock-in
Lock-in
S&P BSE India Infrastructure TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Equity Funds
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About the AMC
BOI AXA Investment Mngrs Private Ltd
BOI AXA Investment Mngrs Private Ltd manages assets worth 2,275 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.
Liquid
Top Ranked
₹ 368 Cr
Fund Size
5.8%
3Y returns
Tax Saving
Top Ranked
₹ 368 Cr
Fund Size
13.8%
3Y returns
Liquid
Top Ranked
₹ 368 Cr
Fund Size
N/A
3Y returns
Tax Saving
Top Ranked
₹ 368 Cr
Fund Size
13%
3Y returns
Ultra Short
Top Ranked
₹ 382 Cr
Fund Size
6.5%
3Y returns
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BOI AXA Manufacturing & Infra fund (DR-Q) is a sectoral / thematic - manufacturing equity fund and has delivered an annualised return of 6.8% over a period of 11 years ..The fund is managed by BOI AXA Investment Mngrs Private Ltd.The fund manager’s name is Alok Singh.
The Scheme seeks to generate long term capital appreciation through a portfolio of predominantly equity and equity related securities of companies engaged in manufacturing and infrastructure and related sectors. Further,there can be no assurance that the investment objectives of the scheme will be realized. The Scheme is not providing any assured or guaranteed returns However, there is no assurance that the objective of the scheme will be realized.
The BOI AXA Manufacturing & Infra fund (DR-Q) fund was launched on Mar 05, 2010. The NAV (Net Asset Value) of this sectoral / thematic - manufacturing equity as of 2021-03-04 is ₹ 14.64. The total AUM (Asset Under Management) of the fund as of 2021-03-04 is ₹ 38.386. The category risk of the BOI AXA Manufacturing & Infra fund (DR-Q) fund is Very High Risk. The fund charges 2.5 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 93.0% in this asset class. The top three holdings of the fund are 91 dtb 25032021,honeywell automation india ltd and bharti airtel ltd
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.
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 India Infrastructure TR INR
BOI AXA Manufacturing & Infra fund (DR-Q) has a score of 1 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, BOI AXA Manufacturing & Infra fund (DR-Q) has a score of 1 out of 5. Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.