Overview (as on 23 Sep 2020)

NAV

₹11.37

1y returns

0.265%

Fund AUM

₹178 Cr

Expense Ratio

2.06%

Fund Performance

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Monthly SIP
Lumpsum

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For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
29.07%
Basic Materials
17.27%
Health
15.69%
Tech
11.92%
Industrials
7.28%
Consumer
6.30%
Communication
5.30%
Defensive
2.77%
Energy
2.32%
Utilities
2.09%
Size Breakup
Large Cap
57.20%
Mid Cap
41.20%
Small Cap
1.59%

Key Metrics

Beta 

1.0

Std deviation 

19.65%

Sharpe Ratio 

0.02

Top 10 Holdings

Fund Details

Investment Objectives
The Scheme seeks to generate income and long-term capital appreciation by investing through a diversified portfolio of predominantly large cap and mid cap equity and equity related securities including equity derivatives. The Scheme is in the nature of large and mid cap fund. The Scheme is not providing any assured or guaranteed returns
Scheme Name
BOI AXA Large & Mid Cap Equity Fund Eco Dividend Payout
Scheme Document
Exit Load

For 0 - 1 Years: 1%

After 1 Years : 0%

Plan Started
21 October, 2008
Fund Manager
Alok Singh
Fund House Details
Fund House
BOI AXA Investment Mngrs Private Ltd
Email
NA
Phone
NA
Address
BOI AXA Investment Managers Private Limited,B/204, Tower 1, Peninsula Corporate Park,,Ganpatrao Kadam Marg,,Lower Parel, Mumba

Other Related Plans

Peer Funds

BOI AXA Large & Mid Cap Equity Fund Eco Dividen...

NAV

₹11.37

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    warning

    Fund is in Top 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Manager

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.

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