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.
No single fund can achieve what a plan can. Learn why
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.
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.
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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
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?
Recommended
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.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative 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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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Create an Account
Create an account with Scripbox through a paperless process, to invest in this fund
Invest online & transfer
Invest via netbanking, UPI or through an SIP (eNACH mandate).
Track your investments
Track, invest more and withdraw your investments through the Scripbox dashboard
The Scripbox Promise
Scripbox has helped over 2500 people become millionaires in the last 7 years
You'll never have to worry about what funds to choose. We'll suggest what's best for you.
Continuous monitoring & alerts
We will track our recommendations and suggest changes & fund exists whenever required.
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Annual reviews & rebalances
We review your investments and make course corrections every year to make the best out of your investments
About BOI AXA Mid & Small Cp Eqty & Dbt fund (DR-A)
About BOI AXA Mid & Small Cp Eqty & Dbt fund (DR-A)
BOI AXA Mid & Small Cp Eqty & Dbt fund (DR-A) is a aggressive hybrid hybrid fund and has delivered an annualised return of 10.8% over a period of 5 years .The fund was previously known as BOI AXA Mid Cap Equity & Debt 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 Cp Eqty & Dbt fund (DR-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 Cp Eqty & Dbt fund (DR-A) NAV,AUM,Risk
The BOI AXA Mid & Small Cp Eqty & Dbt fund (DR-A) fund was launched on Jul 20, 2016. The NAV (Net Asset Value) of this aggressive hybrid hybrid as of 2021-03-05 is ₹ 15.07. The total AUM (Asset Under Management) of the fund as of 2021-03-06 is ₹ 298.974. The category risk of the BOI AXA Mid & Small Cp Eqty & Dbt fund (DR-A) fund is Very High Risk.
The fund charges 2.61 % as expense ratio.
BOI AXA Mid & Small Cp Eqty & Dbt fund (DR-A) Holdings
The fund’s highest allocation is towards equity and has invested 79.9% in this asset class. The top three holdings of the fund are 91 dtb 25032021,rec limited and 5.85% govt stock 2030
BOI AXA Mid & Small Cp Eqty & Dbt fund (DR-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 Mid & Small Cp Eqty & Dbt fund (DR-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 CRISIL Short Term Bond Fund TR INR
BOI AXA Mid & Small Cp Eqty & Dbt fund (DR-A) Review
BOI AXA Mid & Small Cp Eqty & Dbt fund (DR-A) has a score of 3 on a scale of 5. The fund scores 3 out of 5 based on historical performance. As compared to the other funds in its category, BOI AXA Mid & Small Cp Eqty & Dbt fund (DR-A) has a score of 3 out of 5.
Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.
