BOI AXA Large & Mid Cap Equity Fund Direct Plan

Scheme Type
Open-ended
Scheme Category
Large & Mid-Cap
Benchmark Type
Nifty 50 Index
Scheme AUM (in Crs.)
₹ 138.05
Expense Ratio
1.89%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 4173
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
34.3
(-0.49 %)
NAV as on 2019-01-18
Returns
Fund
BOI AXA Large & Mid Cap Equity Fund Direct Plan
1 Year
-17.96%
3 Year
10.66%
5 Year
11.76%
AMC Details
amc launch date
Launch Date
31 Mar 2008
amc sponsor
Sponsor
NA
amc email
Email
amc phone
Phone
022 - 40479000
amc address
Address
BOI AXA Mutual Fund, -
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 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
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
5,693
Portfolio Value
-307
Total Returns