BOI AXA Large & Mid Cap Equity Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Multi Cap
Benchmark Type
Nifty 50 Index
Scheme AUM (in Crs.)
₹ 127.89
Expense Ratio
2.03%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 5872
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
34.45
(-0.09 %)
NAV as on 2018-11-14
Returns
Fund
BOI AXA Large & Mid Cap Equity Fund - Direct Plan
1 Year
-8.77%
3 Year
8.33%
5 Year
12.23%
AMC Details
amc launch date
Launch Date
31 Mar 2008
amc sponsor
Sponsor
NA
amc email
Email
service@boiaxa-im.com
amc phone
Phone
022 - 40479000
amc address
Address
BOI AXA Investment Managers Pvt. Ltd. B204, Tower 1, Peninsula Corporate Park, Ganpatrao Kadam, Mumbai 400055
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1% if redeemed within 1 year
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The scheme aims at income and long-term capital appreciation through a diversified portfolio of predominantly equity and equity-related securities including equity derivatives, across all market capitalizations. The Scheme is in the nature of diversified multi-cap fund.
Suitability
Long-term capital growth.
• Investment in equity and equity-related securities including equity derivatives of companies across market capitalisations.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,848
Portfolio Value
-152
Total Returns