BOI AXA Midcap Tax Fund - Series 1 - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

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Fund Objective

The investment objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related securities of midcap companies along with income tax benefit.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Nifty Midcap 100 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Fund Holdings as on 31-May-2020

  • CBLO

  • Abbott India Limited

  • PI Industries Limited

  • Ajanta Pharma Limited

  • Navin Fluorine International Limited

  • IPCA Laboratories Limited

  • HDFC Bank Limited

  • Astral Poly Technik Limited

  • Alkem Laboratories Limited

  • SRF Limited

  • Atul Limited

  • Relaxo Footwears Limited

  • City Union Bank Limited

  • Muthoot Finance Limited

  • Honeywell Automation India Limited

  • Crompton Greaves Consumer Electricals Limited

  • Pfizer Limited

  • Reliance Industries Limited

  • METROPOLIS HEALTHCARE LIMITED

  • JB Chemicals & Pharmaceuticals Limited

  • Asian Paints Limited

  • Dr. Lal Path Labs Limited

  • Essel Propack Limited

  • Tube Investments of India Limited

  • Motilal Oswal Financial Services Limited

  • AIA Engineering Limited

  • Minda Industries Limited

  • Bata India Limited

  • Supreme Industries Limited

  • Coromandel International Limited

  • Tata Consumer Products Limited

  • Endurance Technologies Limited

  • V-Guard Industries Limited

  • Alembic Pharmaceuticals Limited

  • Cholamandalam Investment and Finance Company Limited

  • Bharti Airtel Limited

  • Symphony Limited

  • Escorts Limited

  • Kotak Mahindra Bank Limited

  • Sumitomo Chemical India Limited

  • Bayer Cropscience Limited

  • Varun Beverages Limited

  • AU Small Finance Bank Limited

  • Sudarshan Chemical Industries Limited

  • Page Industries Limited

  • Larsen & Toubro Infotech Limited

  • Havells India Limited

  • Dr. Reddy's Laboratories Limited

  • Dixon Technologies (India) Limited

  • MRF Limited

  • Security and Intelligence Services (India) Limited

  • Orient Electric Limited

  • Aarti Surfactants Limited ** #

  • Net Receivables / (Payables)

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  • Pharmaceuticals & Drugs

  • Bank - Private

  • Chemicals

  • Pesticides & Agrochemicals

  • Plastic Products

  • Finance - NBFC

  • Miscellaneous

  • Hospital & Healthcare Services

  • Consumer Durables - Domestic Appliances

  • Diversified

  • Consumer Durables - Electronics

  • Footwear

  • Auto Ancillary

  • Refineries

  • Electric Equipment

  • Paints

  • Cycles

  • Engineering - Industrial Equipments

  • Retailing

  • Fertilizers

  • Tea/Coffee

  • Telecommunication - Service Provider

  • Automobiles-Tractors

  • Consumer Food

  • Dyes & Pigments

  • Textile

  • IT - Software

  • Tyres & Allied

  • Household & Personal Products

  • Unspecified

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Fund Manager

  • Education:PGDM, BMS
  • Experience:7
  • Basic Details:1) BOI AXA Investment Managers (November 2018 - Present) 2) AUM Fund Advisors LLP (February 2015 - October 2018) 3) Sahara Asset Management Company (March 2012 - February 2015).
  • Funds Managed:
  • Cash

  • Equity

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About BOI AXA Midcap Tax Fund - Series 1

Scheme Analysis

BOI AXA Midcap Tax Fund - Series 1 is a Equity - ELSS fund and belongs to BOI AXA Mutual Fund. It was launched on 19-Feb-2018 and currently has an AUM of ₹78.07 crore. BOI AXA Midcap Tax Fund - Series 1 is benchmarked against Nifty Midcap 100 - TRI as primary index.

The NAV of BOI AXA Midcap Tax Fund - Series 1 ended up ₹0.05(0.58%)yesterday to ₹8.62.

Among its top 3 holdings the fund has exposure to CBLO, and

The BOI AXA Midcap Tax Fund - Series 1 is managed by Aakash Manghani and Dhruv Bhatia.

Fund House Contact

B/204, Tower 1, Peninsula Corporate Park, Ganpatrao Kadam Marg, Lower Parel, Mumbai - 400 013

+91 (22) 40479000
service@boiaxa-im.com
+91 (22) 40479001