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Scheme Information
Investment Objective
'The scheme seeks to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related securities of midcap companies along with income tax benefit.
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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About BOI AXA Midcap Tax Fund Series 2 (G)
About BOI AXA Midcap Tax Fund Series 2 (G)
BOI AXA Midcap Tax Fund Series 2 (G) is a Other Other fund and has delivered an annualised return of 21.2% over a period of 3 years ..The fund is managed by BOI AXA Investment Mngrs Private Ltd.The fund managers are Ajay Khandelwal, Dhruv Bhatia
BOI AXA Midcap Tax Fund Series 2 (G) Investment Objective
'The scheme seeks to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related securities of midcap companies along with income tax benefit. However, there is no assurance that the objective of the scheme will be realized.
BOI AXA Midcap Tax Fund Series 2 (G) NAV,AUM,Risk
The BOI AXA Midcap Tax Fund Series 2 (G) fund was launched on Oct 19, 2018. The NAV (Net Asset Value) of this Other Other as of 2021-02-26 is ₹ 15.5. The total AUM (Asset Under Management) of the fund as of 2021-02-26 is ₹ 64.774. The category risk of the BOI AXA Midcap Tax Fund Series 2 (G) fund is Very High Risk.
The fund charges 0.0 % as expense ratio.
BOI AXA Midcap Tax Fund Series 2 (G) Holdings
The fund’s highest allocation is towards equity and has invested 96.0% in this asset class. The top three holdings of the fund are astral poly technik ltd,pi industries ltd and crompton greaves consumer electricals ltd
BOI AXA Midcap Tax Fund Series 2 (G) SIP
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 0 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 Midcap Tax Fund Series 2 (G) 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 IISL Nifty Midcap 100 TR Index TR INR
BOI AXA Midcap Tax Fund Series 2 (G) Review
BOI AXA Midcap Tax Fund Series 2 (G) has a score of 0 on a scale of 5. The fund scores 0 out of 5 based on historical performance. As compared to the other funds in its category, BOI AXA Midcap Tax Fund Series 2 (G) has a score of 0 out of 5.
Scipbox has rated this fund 0 out of 5 based on consistency of performance over various years / tenures.
