BOI AXA Manufacturing and Infrastructure fund - Direct Plan
The Scheme seeks to generate long term capital appreciation through a portfolio of predominantly equity and equity related securities of companies engaged in manufacturing and infrastructure and related sectors. Further, there can be no assurance that the investment objectives of the scheme will be realized. The Scheme is not providing any assured or guaranteed returns
Suitability
Long-term capital growth.• Investment in equity and equity-related securities of companies Scheme engaged in manufacturing & infrastructure and related sectors.
Fund Info
| Scheme Class | Equity |
| Scheme Category | Equity - Infrastructure |
| Benchmark Type | S&P BSE 500 India TR INR |
| Expense Ratio | 1.24% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 43 |
| AMC AUM (in Crs.) | ₹ 3,626 |
| Min Addition Subscription | ₹ 1,000 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 0 | 0 | 9.21% | |
| 1000 | 5000 | 7.77% | |
| 1000 | 1000 | 4.66% | |
| 1000 | 1000 | 9.21% | |
| 1000 | 1000 | 11.93% | |
| 0 | 0 | 7.82% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| Reliance Industries Ltd | Equity | 5 |
| Honeywell Automation India Ltd | Equity | 5 |
| Larsen & Toubro Ltd | Equity | 4 |
| Dilip Buildcon Ltd | Equity | 3 |
| APL Apollo Tubes Ltd | Equity | 3 |
| Kalpataru Power Transmission Ltd | Equity | 3 |
| Kajaria Ceramics Ltd | Equity | 3 |
| Alkem Laboratories Ltd | Equity | 3 |
| H.G. Infra Engineering Ltd Ordinary Shares | Equity | 3 |
| Blue Star Ltd | Equity | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 97 |
| Cash - Collateral | 2 |
| Cash | 1 |
| Bond - Corporate Bond | 0 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Industrials | 51 |
| Basic Materials | 14 |
| Consumer Cyclical | 7 |
| Energy | 7 |
| Utilities | 6 |
BOI AXA Mutual Fund
AUM₹3,626 Cr
About
BOI AXA Investment Managers Private Limited is basically a joint venture between Bank of India and AXA Investment Managers, which is one of the key players in the financial protection industry. Both these companies are trusted brands and have a global presence. Bank of India has 5000 branches across the country and is spread over 22 countries and 5 continents.##AXA is located in 21 countries and has an asset under management of EUR 746 Billion. Bank of India holds 51% stake, while AXA Investment Manager holds 49 percent.##BOI AXA Mutual Funds provide different schemes under various categories of mutual funds, like equity, debt and hybrid. An investor can choose the respective scheme as per his/her risk appetite and investment duration. The AMC always aims to keep objective of investors as its focal point.
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Investment DurationYears6Months0
Investment Amount₹ 10000
Return Amount₹ 4185
Return Rate6 %
Duration6y 0m