BOI AXA Large & Mid Cap Equity Fund Regular Plan- Quarterly Dividend

Fund Returns

NAV Rs. 13.60 0.59 %
(as on Dec. 11, 2019)
1 yr Return 8.89 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 13.60 0.59 %
(as on Dec. 11, 2019)
8.89 % N/A N/A

NAV Movement

1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years

Calculate SIP Growth

SIP Start Date

SIP End Date

Scheme Details

Launch Date Nov. 29, 2019
Fund Size Rs. 173.63 cr.
Category Equity | Large & Mid Cap
Fund Manager Alok Singh
AMC BOI AXA Investment Managers Private Limited
Fund Benchmark S&P BSE 200 Index
Risk Profile Moderately Aggressive
Risk Rating 8 / 10

Investment Information

Min. Investment Rs. 5000.00
Min. Investment SIP Rs. 0.00
Expense Ratio 2.87 %
Exit load NIL upto 10% of units and 1% for in execss of above Limit on or before 1Y, NIL after 1Y

Investment Objective

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

Performance

1M 3M 6M 1Y 3Y 5Y
Fund -0.07 8.97 3.11 8.89 - -
Rank Within Category 19 24 None 27 None None

Peer Funds

AMC Contact Information

AMC BOI AXA Investment Managers Private Limited
Address B/204, Tower 1, Peninsula Corporate Park, Ganpatrao Kadam Marg, Lower Parel,, Mumbai - 400 013
Email service@boiaxa-im.com
Website https://www.boiaxamf.com/home

Scheme Details

Launch Date Nov. 29, 2019 Fund Size Rs. 173.63 cr.
Category Equity | Large & Mid Cap Fund Manager Alok Singh
AMC BOI AXA Investment Managers Private Limited Fund Benchmark S&P BSE 200 Index
Risk Profile Moderately Aggressive Risk Rating 8 / 10

Investment Information

Min. Investment Min. Investment SIP Expense Ratio Exit Load
Rs. 5000.00 Rs. 0.00 2.87 % NIL upto 10% of units and 1% for in execss of above Limit on or before 1Y, NIL after 1Y

Investment Objective

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

Performance

1M 3M 6M 1Y 3Y 5Y
Fund -0.07 8.97 3.11 8.89 - -
Rank Within Category 19 24 None 27 None None

Peer Funds

Fund Return 1Y (%) Return 3Y (%) Return 5Y (%) AUM(cr.)
BOI AXA Large & Mid Cap Equity Fund Regular Plan- Quarterly Dividend 8.89 - - 173.63

AMC Contact Information

AMC BOI AXA Investment Managers Private Limited
Address B/204, Tower 1, Peninsula Corporate Park, Ganpatrao Kadam Marg, Lower Parel,, Mumbai - 400 013
Email service@boiaxa-im.com
Website https://www.boiaxamf.com/home