Overview (as on 04 Aug 2021)

NAV

₹22.96

1y returns

79.796%

Fund AUM

₹333 Cr

Expense Ratio

1.9%

Min SIP

₹1,000

Min Lumpsum

₹5,000

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
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-Infinity% projected returns
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Asset Allocation

Sector Allocation
Basic Materials
22.76%
Financial Services
18.33%
Health
15.75%
Tech
12.92%
Consumer
9.73%
Industrials
8.95%
Communication
4.69%
Utilities
4.00%
Defensive
2.87%
Size Breakup
Mid Cap
76.78%
Large Cap
12.23%
Small Cap
11.00%

Key Metrics

Yield to Maturity 

3.52%

Modified Duration 

0.41 yr

Sharpe Ratio 

0.68

Std deviation 

18.24%

Holdings

Fund Details

Investment Objectives
The schemes objective is to provide capital appreciation and income distribution to investors from a portfolio constituting of mid and small cap equity and equity related securities as well as fixed income securities. However there can be no assurance that the income can be generated, regular or otherwise, or the investment objectives of the Scheme will be realized.
Scheme Name
BOI AXA Mid & Small Cap Equity & Debt Fund Direct Growth
Scheme Document
Exit Load

For 0 - 1 Years: 1%

After 1 Years : 0%

Plan Started
20 July, 2016
Fund Manager
Alok Singh
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 Mid & Small Cap Equity & Debt Fund Dire...

NAV

₹22.96

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity
    success

    Fund has high quality bonds and commercial papers

    Credit Quality is based upon:

    Long term credit rating
    Credit rating outlook
    Probability of default

    Based on credit rating and modified duration of underlying instruments

Fund Managers

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."
Ajay Khandelwal
Ajay Khandelwal

manager

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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