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

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Fund Overview Growth | Regular Plan

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  • Benchmark

  • Minimum Investment (₹)

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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 -5.24 -3.67 -14.45 11.76 18.61 20.96

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

Peer Fund Comparison

Fund Holdings as on 31-August-2019

  • City Union Bank Limited

  • Cholamandalam Investment and Finance Company Limited

  • Crompton Greaves Consumer Electricals Limited

  • HDFC Bank Limited

  • CBLO

  • AIA Engineering Limited

  • Kansai Nerolac Paints Limited

  • Voltas Limited

  • L&T Technology Services Limited

  • WABCO India Limited

  • ICICI Bank Limited

  • Abbott India Limited

  • Divi's Laboratories Limited

  • Dalmia Bharat Limited

  • Honeywell Automation India Limited

  • Whirlpool of India Limited

  • Bata India Limited

  • Minda Industries Limited

  • Bajaj Finserv Limited

  • Sundaram Finance Limited

  • Atul Limited

  • Vinati Organics Limited

  • Relaxo Footwears Limited

  • Page Industries Limited

  • Axis Bank Limited

  • AU Small Finance Bank Limited

  • TeamLease Services Limited

  • The Supreme Industries Limited

  • MphasiS Limited

  • Symphony Limited

  • Aarti Industries Limited

  • Hexaware Technologies Limited

  • Alkem Laboratories Limited

  • Sanofi India Limited

  • Mahanagar Gas Limited

  • Kalpataru Power Transmission Limited

  • Kotak Mahindra Bank Limited

  • ICICI Prudential Life Insurance Company Limited

  • HCL Technologies Limited

  • SRF Limited

  • JMC Projects (India) Limited

  • SKF India Limited

  • Quess Corp Limited

  • SBI Life Insurance Company Limited

  • PI Industries Limited

  • Godrej Properties Limited

  • Berger Paints (I) Limited

  • Eris Lifesciences Limited

  • Apar Industries Limited

  • Maruti Suzuki India Limited

  • KNR Constructions Limited

  • Britannia Industries Limited

  • Housing Development Finance Corporation Limited

  • KEI Industries Limited

  • IPCA Laboratories Limited

  • Navin Fluorine International Limited

  • TTK Prestige Limited

  • Jtekt India Limited

  • Gravita India Limited

  • Arti Surfactants Limited ** #

  • 8% Britannia Industries Limited (28/08/2022) **

  • Net Receivables / (Payables)

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  • Bank - Private

  • Consumer Durables - Domestic Appliances

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Miscellaneous

  • Chemicals

  • Paints

  • Auto Ancillary

  • Insurance

  • Plastic Products

  • Finance - Investment

  • Air Conditioners

  • Engineering - Industrial Equipments

  • Diversified

  • Consumer Durables - Electronics

  • Engineering

  • Construction - Real Estate

  • Retailing

  • Consumer Food

  • Textile

  • Bearings

  • Gas Transmission/Marketing

  • IT - Software

  • Footwear

  • Finance - Housing

  • Pesticides & Agrochemicals

  • Cable

  • Automobiles - Passenger Cars

  • Electric Equipment

  • Unspecified

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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 ₹76.48 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(0%)yesterday to ₹8.47.

Among its top 3 holdings the fund has exposure to City Union Bank Limited, Cholamandalam Investment and Finance Company Limited and Crompton Greaves Consumer Electricals Limited

The BOI AXA Midcap Tax Fund - Series 1 is managed by .

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
  • Cash

  • CRISIL AAA

  • Equity

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