• Mutual Funds
  • BOI AXA Mutual Funds
  • BOI AXA Mid & Small Cap Equity & Debt Fund of Income Dist cum Cap Wdrl (RIDCW-A)

Formerly BOI AXA Mid & Small Cp Eqty & Dbt Reg DR

BOI AXA Mutual Funds

BOI AXA Mid & Small Cap Equity & Debt Fund of Income Dist cum Cap Wdrl (RIDCW-A)

HybridAggressive Hybrid

19.67

NAV (Dec 03)

16.9%
5 Year CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in aggressive hybrid mutual funds.

However, Scripbox does not recommend investing in aggressive hybrid mutual funds.

Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.

This makes their performance difficult to assess.

With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.

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

5 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.

Relative Size

346 Cr. Medium within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

Invest in this fund
Explore a better alternative to this fund with a Scripbox plan.
Build Long Term Wealth

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 1 - 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Expert Investing Only

No single fund can achieve what a plan can. Learn why

Historical NAV

19.67

NAV (Dec 3)

Fund Returns

Last 1Y

52.6%

Last 3Y

22.8%

Last 5Y

16.9%

Last 10Y

NA

Since Inception

15.7%

6 Month CAGR

20.9%

info-icon-blue

Scheme Information

Investment Objective

The scheme's objective is to provide capital appreciation and income distribution to investors from a portfolio constituting of mid and small cap equity and equity related securities as well as fixed income securities. However there can be no assurance that the income can be generated,regular or otherwise,or the investment objectives of the Scheme will be realized.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High Risk

Expense Ratio

2.65

Launched (5y ago)

Jul 20, 2016

AUM in Crores

345.605

ISIN

INF761K01DR5

Lock-in

No Lock-in

Benchmark

CRISIL Short Term Bond Fund TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Ajay Khandelwal

Fund Manager

user-avatar

Alok Singh

Fund Manager

calculator

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.

build-long-item-wealth-img

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
  • Expert Investing Only
    Expert Investing Only
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,193 cr

5

₹ 18,740 cr

5

₹ 3,414 cr

5

₹ 2,707 cr

5

₹ 1,256 cr

5

amc-icon

About the AMC

BOI AXA Investment Mngrs Private Ltd

BOI AXA Investment Mngrs Private Ltd manages assets worth 2,768 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

    4.7%

    6.8%

    28.4%

    20.4%

    -

    0%

    27.7%

    19.8%

    5.3%

    7.3%

    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 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    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

    How to invest in best mutual funds?

    Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.

    grow money
    01

    Choose a plan

    Choose a plan to invest to start investing

    02

    Create an Account

    Create an account with Scripbox through a paperless process, to invest in this fund.

    03

    Invest online & transfer

    Invest via netbanking, UPI or through an SIP (eNACH mandate).

    04

    Track your investments

    Track, invest more and withdraw your investments through the Scripbox dashboard

    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers are millionaires
    We thrive on trust.

    We match your objectives to the right portfolio. World-class wealth management using science, data and technology, leveraged by our experience, and human touch. Get started with your wealth creation without worry.

    testimonial image
    Investing has helped me dream bigger for my life
    Dr. Shraddha BahirwaniSr. Dental Consultant

    About BOI AXA Mid & Small Cap Equity & Debt Fund of Income Dist cum Cap Wdrl (RIDCW-A)

    About BOI AXA Mid & Small Cap Equity & Debt Fund of Income Dist cum Cap Wdrl (RIDCW-A)

    BOI AXA Mid & Small Cap Equity & Debt Fund of Income Dist cum Cap Wdrl (RIDCW-A) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 15.7% over a period of 5 years. The fund was previously known as BOI AXA Mid & Small Cp Eqty & Dbt Reg DR . The fund is managed by BOI AXA Investment Mngrs Private Ltd. The fund managers are Ajay Khandelwal, Alok Singh

    BOI AXA Mid & Small Cap Equity & Debt Fund of Income Dist cum Cap Wdrl (RIDCW-A) Investment Objective

    The scheme's objective is to provide capital appreciation and income distribution to investors from a portfolio constituting of mid and small cap equity and equity related securities as well as fixed income securities. However there can be no assurance that the income can be generated,regular or otherwise,or 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 Mid & Small Cap Equity & Debt Fund of Income Dist cum Cap Wdrl (RIDCW-A) NAV,AUM,Risk

    The BOI AXA Mid & Small Cap Equity & Debt Fund of Income Dist cum Cap Wdrl (RIDCW-A) fund was launched on Jul 20, 2016. The NAV (Net Asset Value) of this Aggressive Hybrid Hybrid fund as of 2021-12-03 is ₹19.67. The total AUM (Asset Under Management) of the fund as of 06/12/2021 is ₹345.605. The category risk of the BOI AXA Mid & Small Cap Equity & Debt Fund of Income Dist cum Cap Wdrl (RIDCW-A) fund is Very High Risk. The fund charges 2.65 % as expense ratio.

    BOI AXA Mid & Small Cap Equity & Debt Fund of Income Dist cum Cap Wdrl (RIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 80.4% in this asset class. The top three holdings of the fund are , treps , repo , persistent systems ltd , astral ltd , apl apollo tubes ltd , atul ltd , minda industries ltd , computer age management services ltd ordinary shares , navin fluorine international ltd , central depository services (india) ltd , indian energy exchange ltd , dalmia bharat ltd , mindtree ltd , coforge ltd , k.p.r. mill ltd , jindal stainless ltd , sona blw precision forgings ltd , mphasis ltd , j.b. chemicals & pharmaceuticals ltd , aavas financiers ltd , csb bank ltd ordinary shares , 182 dtb 06012022 , metropolis healthcare ltd , nazara technologies ltd , tata communications ltd , rec limited , eris lifesciences ltd registered shs , gujarat gas ltd , 6.10% govt stock 2031 , ipca laboratories ltd , hdfc bank limited , sumitomo chemical india ltd ordinary shares , balrampur chini mills ltd , vst tillers tractors ltd , ajanta pharma ltd , epl ltd ordinary shares , birlasoft ltd , crompton greaves consumer electricals ltd , sequent scientific ltd , kajaria ceramics ltd , route mobile ltd ordinary shares , neogen chemicals ltd , cera sanitaryware ltd , manappuram finance limited , city union bank ltd , zomato ltd , varun beverages ltd , aarti drugs ltd , indiabulls real estate ltd , kamdhenu ltd , affle india ltd , care ratings ltd , coromandel international ltd , housing development finance corporation limited , cartrade tech ltd

    BOI AXA Mid & Small Cap Equity & Debt Fund of Income Dist cum Cap Wdrl (RIDCW-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.

    Get started with investing today

    Invest in the best mutual funds recommended by Scripbox that are algorithmically selected that best suit your needs.