Overview (as on 09 Apr 2021)

NAV

₹24.86

1y returns

78.08%

Fund AUM

₹42 Cr

Expense Ratio

1.21%

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
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Industrials
33.90%
Basic Materials
20.82%
Consumer
10.66%
Health
9.68%
Utilities
7.42%
Tech
6.35%
Communication
4.04%
Energy
3.39%
Defensive
2.61%
Real Estate
1.12%
Size Breakup
Mid Cap
59.66%
Large Cap
22.49%
Small Cap
17.85%

Key Metrics

Beta 

1.02

Std deviation 

21.66%

Sharpe Ratio 

0.2

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-Growth
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

Peer Funds

BOI AXA Manufacturing & Infra-Direct Plan-Growth

NAV

₹24.86

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 Manager

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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