Overview (as on 08 Mar 2021)
NAV
₹14.5
1y returns
27.193%
Fund AUM
₹179 Cr
Expense Ratio
1.6%
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
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
Asset Allocation
Equity (98.72%)
Debt & Cash (1.28%)
Sector Allocation
Financial Services
23.12%
Basic Materials
14.55%
Tech
14.29%
Health
12.89%
Industrials
9.62%
Consumer
7.90%
Defensive
7.25%
Communication
4.35%
Utilities
3.22%
Energy
2.81%
Size Breakup
Large Cap
51.65%
Mid Cap
45.08%
Small Cap
3.27%
Key Metrics
Beta
0.99
Std deviation
20.21%
Sharpe Ratio
NA
Holdings
All
Equity
Debt & Cash
Holding Name
Type
Holding Percentage
INDProtect
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 Direct Plan- Quarterly Dividend Payout
Scheme Document
Exit Load
For 0 - 1 Years: 1%
After 1 Years : 0%
Plan Started
01 January, 2013
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
| Fund Name | Plan Type | Expense Ratio | 1yr Returns |
|---|---|---|---|
| Direct | 1.60% | 27.23% | |
| Direct | 1.60% | 27.24% | |
| Direct | 1.60% | 27.19% | |
| Direct | 1.60% | 27.31% | |
| Direct | 1.60% | 27.24% | |
| Regular | 2.05% | 26.65% | |
| Regular | 2.05% | 26.61% | |
| Regular | 2.70% | 25.77% | |
| Regular | 2.70% | 25.85% | |
| Regular | 2.05% | 26.71% | |
| Regular | 2.05% | 26.65% | |
| Regular | 2.70% | 25.81% | |
| Regular | 2.70% | 25.77% | |
| Regular | 2.05% | 26.61% | |
| Regular | 2.05% | 26.71% | |
| Regular | 2.70% | 25.85% |
Peer Funds
BOI AXA Large & Mid Cap Equity Fund Direct Plan...
NAV
₹14.5
INDmoney Analysis
Return Score
Below Average
Risk Score
Average
Fund is in Bottom 50 percent in its Category
Return score is based upon:
Benchmark out performance
Consistency of returns
Performance efficiency
Fund is in Top 50 percent in its Category
Risk score is based upon:
Return volatility
Risk management
Market sensitivity
Fund Manager
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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