Overview (as on 02 Aug 2021)

NAV

₹25.56

1y returns

115.514%

Fund AUM

₹158 Cr

Expense Ratio

1.18%

Min SIP

₹1,000

Min Lumpsum

₹5,000

Fund Performance

Calculator

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
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Consumer
19.77%
Tech
18.47%
Basic Materials
16.61%
Financial Services
15.47%
Industrials
11.89%
Health
11.02%
Defensive
4.81%
Communication
1.96%
Size Breakup
Mid Cap
61.64%
Small Cap
36.51%
Large Cap
1.84%

Key Metrics

Beta 

0.0

Std deviation 

0.0%

Sharpe Ratio 

0.0

Holdings

Fund Details

Investment Objectives
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.
Scheme Name
BOI AXA Small Cap Fund Direct Growth
Scheme Document
Exit Load

For 0 - 1 Years: 1%

After 1 Years : 0%

Plan Started
19 December, 2018
Fund Manager
Ajay Khandelwal
Fund House Details
Fund House
BOI AXA Investment Mngrs Private Ltd
Email
service@boiaxa-im.com
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

Peer Funds

BOI AXA Small Cap Fund Direct Growth

NAV

₹25.56

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

Ajay Khandelwal
Ajay Khandelwal

leader

Work Experience
"Ajay Khandelwal is B.E. (Information Technology) from Manipal Institute of Technlogy and MBA from TA Pai Management Institute, Manipal. He has also cleared Level 2 of CFA Institute, USA. He has over 11 years of work experience. Ajay joined BOI AXA in 2010. Prior to BOI AXA he was working with B&K Securities in Institutional Sales for ~2 years and with Infosys Ltd. for ~2.5 years He is responsible for covering Banking and Information Technology Sectors."

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