BOI AXA Large & Mid Cap Equity Fund - Eco (G)

BOI AXA Large & Mid Cap Equity Fund - Eco (G)

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 21-Oct-2008
Scheme AUM(CR) ` 167.1
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 2.06

Asset Allocation

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

Performance

Period Returns BenchMark
1 Month 4.18% 4.85%
3 Month 11.22% 8.76%
6 Month 10.56% 6.26%
1 Year 9.10% 9.33%
3 Year 8.17% 0.00%
5 Year 5.67% 0.00%
Since Inception 12.59% 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