Not Reviewed yet
Track Record
3 Years.
Relative Size
65 Cr.
Category View
.
Consistency Of Performance
.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
No single fund can achieve what a plan can. Learn why
Scheme Information
'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.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
0 %
Expense Ratio
Oct 19, 2018
Launched (3y ago)
₹ 65
AUM in Crores
INF761K01EN2
ISIN
No Lock-in
Lock-in
IISL Nifty Midcap 100 TR Index TR INR
Benchmark
₹ 0
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 Other Funds
Fofs Domestic
10 Years
Age
Track Record
Fofs Domestic
10 Years
Age
Track Record
Fofs Domestic
10 Years
Age
Track Record
Fofs Domestic
6 Years
Age
Track Record
Fofs Domestic
18 Years
Age
Track Record
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.
Tax Saving
Top Ranked
₹ 368 Cr
Fund Size
13.9%
3Y returns
Liquid
Top Ranked
₹ 368 Cr
Fund Size
5.8%
3Y returns
Liquid
Top Ranked
₹ 368 Cr
Fund Size
N/A
3Y returns
Tax Saving
Top Ranked
₹ 368 Cr
Fund Size
13.1%
3Y returns
Ultra Short
Top Ranked
₹ 382 Cr
Fund Size
6.5%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.
Choose a plan to invest to start investing
Create an account with Scripbox through a paperless process, to invest in this fund
Invest via netbanking, UPI or through an SIP (eNACH mandate).
Track, invest more and withdraw your investments through the Scripbox dashboard
You'll never have to worry about what funds to choose. We'll suggest what's best for you.
We will track our recommendations and suggest changes & fund exists whenever required.
Our customer champions are available 7 days a week from 8AM to 8PM.
We review your investments and make course corrections every year to make the best out of your investments
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
'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.
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.
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
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.
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) 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.