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    • BOI AXA Small Cap Fund (Growth)
    BOI AXA Mutual Funds

    BOI AXA Small Cap Fund (Growth)

    EquitySmall Cap

    25.35

    NAV (Sep 23)

    40%
    Till Date CAGR
    Scripbox Opinion

    Neutral

    Click here for top ranked funds in small cap mutual funds.

    However, Scripbox does not recommend investing in small cap mutual funds.

    These funds invest in the smallest companies listed on the exchanges.

    Early in their growth cycle, these companies have the potential for very high growth but this comes with very high uncertainty as the business is not yet proven.

    Price fluctuations are highest in the stocks of these companies translating to high NAV fluctuations for the funds.Smaller companies also tend to have low trade volumes - exposing the fund to the risk of not being able to exit in a down market.While showing periodic spikes in performance,these funds have not done better than diversified equity funds over the long term.Investors are therefore better off investing in diversified funds rather than this category.

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    3 Years. The Fund has a Short history for analysis. We recommend funds with longer history.

    Relative Size

    183 Cr. Small 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

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    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
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      No Lock-in
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      Grow Wealth , Retirement , Kid's Education

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    Historical NAV

    25.35

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    90.7%
    Last 3Y
    NA
    Last 5Y
    NA
    Last 10Y
    NA
    Since Inception
    40%
    6 Month CAGR
    39%
    info-icon-blue

    Scheme Information

    Investment Objective

    The investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity-related securities of small cap companies. However,there can be no assurance that the investment objectives of the Scheme will be realized.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    2.7
    Launched (3y ago)
    Dec 19, 2018
    AUM in Crores
    182.707
    ISIN
    INF761K01ER3
    Lock-in
    No Lock-in
    Benchmark
    IISL NIFTY Smallcap 100 TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Ajay Khandelwal

    Fund Manager

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    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 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.

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    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
    • Grow Wealth , Retirement , Kid's Education
      Grow Wealth , Retirement , Kid's Education
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Equity Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    SBI Focused Equity Fund (G)

    recommended-badge

    ₹ 19,429 cr

    5

    recommended-badge

    ₹ 5,308 cr

    5

    recommended-badge

    ₹ 4,853 cr

    5

    recommended-badge

    ₹ 3,705 cr

    5

    recommended-badge

    ₹ 3,232 cr

    5

    amc-icon

    About the AMC

    BOI AXA Investment Mngrs Private Ltd

    BOI AXA Investment Mngrs Private Ltd manages assets worth 2,534 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
    top-ranked-badge

    26.8%

    21%

    top-ranked-badge

    5%

    6.8%

    top-ranked-badge

    0%

    0%

    top-ranked-badge

    26%

    20.4%

    top-ranked-badge

    5.7%

    7.4%

    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 > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • 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

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    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

    About BOI AXA Small Cap Fund (G)

    About BOI AXA Small Cap Fund (G)

    BOI AXA Small Cap Fund (G) is a Small Cap Equity fund and has delivered an annualised return of 40% over a period of 2 years. . The fund is managed by BOI AXA Investment Mngrs Private Ltd. The fund manager’s name is Ajay Khandelwal

    BOI AXA Small Cap Fund (G) Investment Objective

    The investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity-related securities of small cap companies. However,there can be no assurance that 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 Small Cap Fund (G) NAV,AUM,Risk

    The BOI AXA Small Cap Fund (G) fund was launched on Dec 19, 2018. The NAV (Net Asset Value) of this Small Cap Equity fund as of 2021-09-23 is ₹25.35. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹182.707. The category risk of the BOI AXA Small Cap Fund (G) fund is Very High Risk. The fund charges 2.7 % as expense ratio.

    BOI AXA Small Cap Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 96% in this asset class. The top three holdings of the fund are , treps , knr constructions ltd , central depository services (india) ltd , mastek ltd , birlasoft ltd , firstsource solutions ltd , epl ltd ordinary shares , deepak nitrite ltd , radico khaitan ltd , j.b. chemicals & pharmaceuticals ltd , galaxy surfactants ltd , tube investments of india ltd ordinary shares , grindwell norton ltd , laurus labs ltd , ccl products (india) ltd , can fin homes ltd , csb bank ltd ordinary shares , century plyboards (india) ltd , persistent systems ltd , privi speciality chemicals ltd , neogen chemicals ltd , coforge ltd , lux industries ltd , vip industries ltd , indian energy exchange ltd , sis ltd ordinary shares , rossari biotech ltd ordinary shares , k.p.r. mill ltd , greenpanel industries ltd ordinary shares , carborundum universal ltd , mahindra logistics ltd , dixon technologies (india) ltd , prince pipes and fittings ltd ordinary shares , redington (india) ltd , eris lifesciences ltd registered shs , la opala rg ltd , tata elxsi ltd , orient electric ltd ordinary shares , krishna institute of medical sciences ltd , state bank of india , bse ltd , timken india ltd , care ratings ltd , nazara technologies ltd , mold-tek packaging ltd , navin fluorine international ltd , sudarshan chemical industries ltd , route mobile ltd ordinary shares , nocil ltd , amber enterprises india ltd ordinary shares , sheela foam ltd , hdfc bank ltd , sequent scientific ltd , cholamandalam financial holdings ltd , kajaria ceramics ltd , balrampur chini mills ltd , heidelbergcement india ltd , repco home finance ltd , cera sanitaryware ltd , minda industries ltd , atul ltd , eclerx services ltd , thyrocare technologies ltd , astec lifesciences ltd , jtekt india ltd , camlin fine sciences ltd , praj industries ltd , bajaj finance ltd , subros ltd , v-mart retail ltd , garware technical fibres ltd , net receivables / (payables) , 182 dtb 06012022

    BOI AXA Small Cap Fund (G) 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 Small Cap Fund (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 Smallcap 100 TR INR

    BOI AXA Small Cap Fund (G) Review

    BOI AXA Small Cap Fund (G) has a score of 2 on a scale of 5. The fund scores 2 out of 5 based on historical performance. As compared to the other funds in its category, BOI AXA Small Cap Fund (G) has a score of 2 out of 5 Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.

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