BOI AXA Large & Mid Cap Equity Fund Eco Plan- Growth

(Erstwhile BOI AXA Equity Fund Eco Plan- Growth)
Fund House: BOI AXA Mutual Fund
Category: Equity: Large and Mid Cap
Launch Date: 21-10-2008
Asset Class: Equity
Benchmark: S&P BSE 250 Large MidCap TRI
Expense Ratio: 2.87% As on (31-10-2019)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 183.71 Cr As on (30-04-2021)
Turn over: 135% | Exit Load: For units in excess of 10% of the investment,1% will be charged for redemption within 365 days

49.57

13.57%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
S&P BSE 250 Large MidCap TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
2 Years 0 Months
9 Years 2 Months
12 Years 7 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment 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 mutli-cap fund.

Current Asset Allocation (%)

Indicators

Volatility 13.29
Sharp Ratio 0.54
Alpha 0.41
Beta 0.93
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
BOI AXA Large & Mid Cap Equity Fund Eco Plan- Growth 21-10-2008 60.78 20.2 7.13 12.37 11.24
Franklin India Equity Advantage Fund - Growth Plan 05-03-2005 81.54 15.64 8.3 10.72 12.21
UTI - Core Equity Fund - Regular Plan - Growth Option 01-08-2005 79.67 18.06 9.69 11.98 11.54
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option 09-07-2010 78.37 26.11 18.1 20.96 22.27
HDFC Growth Opportunities Fund - Growth Option 18-02-1994 78.22 17.93 11.85 13.11 9.79
SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth 28-02-1993 72.72 18.97 12.49 14.15 14.39
IDFC Core Equity Fund - Regular Plan - Growth 09-08-2005 71.99 16.61 9.01 13.74 11.35
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 71.04 16.02 8.57 10.57 9.92
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth 24-02-1995 70.37 18.48 9.42 13.39 13.88
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 70.18 16.71 10.62 13.37 12.5

Scheme Characteristics

Minimum investment in equity & equity related instruments of large cap companies - 35% of total assets. Minimum investment in equity & equity related instruments of mid cap stocks - 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

8.57%

Others

1.25%

Large Cap

53.8%

Mid Cap

36.38%

Tax Benefits of investing in this fund

Long term capital gains (LTCG) tax @10% (plus surcharge, if applicable and cess) without indexation if units held for more than 12 months#

Short term capital gains (STCG) tax @ 15% (plus surcharge, if applicable and cess) if units are held for less than 12 months.

Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @11.648% (10% + 12% surcharge + 4% Health & education cess) **

# Capital gain accrued up to January 31st 2018 is exempt from LTCG tax in respect of units acquired before January 31, 2018 & redeemed on or after April 1, 2018. ** The DDT is to be paid by the mutual fund

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