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BOI AXA Mid & Small Cp Eqty & Dbt fund (Growth)

Formerly BOI AXA Mid Cap Equity & Debt Reg Gr
Returns (1yr)
14.2 %
Latest NAV
12.71

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  • Tenure
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Total Corpus Created
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Long Term Wealth
Inflation Beating Returns

Fund Information

as on 14th of August, 06:52 AM

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.

Fund Managers

  • profile-pic
    Ajay Khandelwal
    profile-pic
    Alok Singh
  • expense-ratio
    Expense Ratio
    2.62
    benchmark
    Benchmark
    CRISIL Short Term Bond Fund TR INR
  • Aum image
    AUM
    ₹ 307.25 Crores
    ISIN
    ISIN
    INF761K01DP9
  • Category Risk:

    Moderately High risk

Holding Information

as on 14th of August, 06:52 AM

Top Holding

Navin Fluorine International Ltd
6%
Lic Housing Finance Limited
5%
Repo
5%
Pi Industries Ltd
4%
Atul Ltd
3%

Top Sectors

Basic Materials
20%
Financial Services
17%
Healthcare
12%
Industrials
9%
Consumer Cyclical
9%

Allocation

Equity
77%
Debt
12%
Others
11%

Investment Return Calculator

as on 14th of August, 06:52 AM
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  • Savings Bank
  • Fixed Deposit
  • Gold
  • Property
  • PPF
  • EPF
  • Mutual Fund(Equity)

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. Past performance is not an indicator of future returns.

Transaction

as on 14th of August, 06:52 AM
Minimum SIP Amount
1000
Minimum Lumpsum Amount
5000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

BOI AXA Mid & Small Cp Eqty & Dbt Regular Growth is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 0.0% over a period of 5 years. The fund is managed by BOI AXA Investment Mngrs Private Ltd. The fund managers names are Ajay Khandelwal, Alok Singh. 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. The fund charges 2.62000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.