Overview (as on 29 Oct 2020)

NAV

₹17.66

1y returns

8.477%

Fund AUM

₹39 Cr

Expense Ratio

1.24%

Min SIP

₹1,000

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Industrials
31.63%
Basic Materials
24.30%
Health
12.78%
Consumer
8.84%
Tech
6.63%
Utilities
5.78%
Communication
4.90%
Defensive
2.48%
Real Estate
1.38%
Energy
1.29%
Size Breakup
Mid Cap
54.06%
Large Cap
27.03%
Small Cap
18.91%

Key Metrics

Beta 

1.02

Std deviation 

21.63%

Sharpe Ratio 

0.19

Top 10 Holdings

Fund Details

Investment Objectives
"The Scheme seeks to generate long term capital appreciation through a portfolio of predominantly equity and equity related securities of companies engaged in manufacturing and infrastructure and related sectors. Further, there can be no assurance that the investment objectives of the scheme will be realized. The Scheme is not providing any assured or guaranteed returns"
Scheme Name
BOI AXA Manufacturing & Infra-Direct Plan-Quarterly Dividend Payout
Scheme Document
Exit Load

For 0 - 1 Years: 1%

After 1 Years : 0%

Plan Started
21 May, 2014
Fund Manager
Alok Singh
Fund House Details
Fund House
BOI AXA Investment Mngrs Private Ltd
Email
NA
Phone
+912240479001
Address
BOI AXA Investment Managers Private Limited,B/204, Tower 1, Peninsula Corporate Park,,Ganpatrao Kadam Marg,,Lower Parel, Mumba

Other Related Plans

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BOI AXA Manufacturing & Infra-Direct Plan-Quart...

NAV

₹17.66

INDmoney Analysis

    success

    Fund is in Top 30 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    success

    Fund is in Top 20 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Alok Singh
Alok Singh

Manager

Qualifications
BCOM, PGDBA, CFA
Work Experience
"Alok is a Post Graduate in Business Administration from ICFAI Business School and a CFA with over 18 years of experience in Fixed Income Fund Management. He has a wealth of experience and impressive track record in fund management both for resident as well as for overseas investors. As part of his previous employer BNP Paribas Mutual Fund, Alok has won numerous awards for stellar fund performance during his career span. Alok heads the overall Equity & Fixed Income Investment Operations for BOI AXA Investment Managers as Chief Investment Officer."
Alok Singh
Alok Singh

leader

Qualifications
BCOM, PGDBA, CFA
Work Experience
"Alok is a Post Graduate in Business Administration from ICFAI Business School and a CFA with over 18 years of experience in Fixed Income Fund Management. He has a wealth of experience and impressive track record in fund management both for resident as well as for overseas investors. As part of his previous employer BNP Paribas Mutual Fund, Alok has won numerous awards for stellar fund performance during his career span. Alok heads the overall Equity & Fixed Income Investment Operations for BOI AXA Investment Managers as Chief Investment Officer."

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