BOI AXA Large & Mid Cap Equity Fund - Dir (D)

BOI AXA Large & Mid Cap Equity Fund - Dir (D)

AMC Name: BOI AXA Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark S&P BSE 250 Large MidCap Index TRI
Fund Manager Alok Singh
Fund Horizon OPEN
Inception Date 02-Jan-2013
Scheme AUM(CR) ` 173.63
Minimum SIP/LUMPSUM ` 1000/ ` 1000
Increment SIP/LUMPSUM ` 100/ ` 100
SIP Dates ANY
Entry Load For redemption/switch out upto 10% of the initial units allotted - within 1 year from the date of allotment: Nil 1.00% - If redeemed within 1 years from the date of allotment. Nil - If redeemed switched out after 1 years from the date of allotment.
Exit Load For redemption/switch out upto 10% of the initial units allotted - within 1 year from the date of allotment: Nil 1.00% - If redeemed within 1 years from the date of allotment. Nil - If redeemed switched out after 1 years from the date of allotment.
Expense Ratio 1.6

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 0.17% -0.60%
3 Month 10.77% 8.76%
6 Month 4.10% 0.41%
1 Year 9.45% 10.04%
3 Year 8.66% 3.29%
5 Year 4.93% 0.00%
Since Inception 10.35% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others