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BOI AXA Large & Mid Cap Equity Fund - Eco Plan (G)

PLAN: Eco Plan OPTIONS: Growth
38.830 0.22 (0.56%)

NAV as on 18 Jun, 2018

CRISIL MF RANK

Not Ranked

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2018) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Close BOI AXA Equity Fund has been renamed as BOI AXA Large & Mid Cap Equity Fund w.e.f. April 11, 2018
Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on 18 Jun, 2018)

Period Returns (%) Rank #
1 mth -2.1 173
3 mth 0.8 101
6 mth -0.7 88
1 year 13.3 28
2 year 17.7 79
3 year 12.0 99
5 year 16.8 97

# Moneycontrol Rank within 219 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -5.8 - - - -
2017 12.7 5.6 3.9 12.2 42.9
2016 -4.8 7.5 7.2 -9.6 1.5
2015 3.5 -5.0 -2.6 0.1 -1.8
2014 6.2 17.7 7.4 5.6 42.0
2013 -6.8 2.5 -1.5 10.8 6.5

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -2.1 0.8 -0.7 13.3 17.7 12.0 16.8
Category avg -1.2 -- -2.0 7.0 14.6 10.4 11.6
Difference of Fund returns and Category returns -0.9 0.8 1.3 6.3 3.1 1.6 5.2
Best of category 3.1 11.1 8.7 22.0 34.8 26.1 28.6
Worst of category -5.0 -17.5 -23.7 -18.5 1.1 0.8 7.1
Benchmark returns # 1.9 7.0 4.0 11.8 14.5 9.7 13.2
Difference of Fund returns and Benchmark returns -4.0 -6.2 -4.7 1.5 3.2 2.3 3.6
# Benchmark Index: NIFTY 50

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 10, 0008
Benchmark NIFTY 50
Asset Size (Rs cr) 4.06 (Mar-31-2018)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Alok Singh
View performance of schemes managed by the Fund Manager
Notes BOI AXA Equity Fund has been renamed as BOI AXA Large & Mid Cap Equity Fund w.e.f. April 11, 2018

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if redeemed within 1 Year from date of allotment, in excess of 10% of the units alloted

Contact Details

Regd. Office B/204, Tower 1, Peninsula Corporate Park, Ganpatrao Kadam Marg, Lower Parel, Mumbai, 400013
Tel. No. 1800-103-2263 / 1800-266-2676
Fax No.
Email service@boiaxa-im.com
Website http://www.boiaxa-im.com

Peer Comparison

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
ICICI Pru Multi-Asset Fund - IP Not Ranked
0.27 1.0 -0.5 11.0 12.8 19.4
ICICI Pru Value Discovery Fund (G) Rank 5
14,066.47 3.4 0.6 8.6 8.6 22.7
ICICI Pru Multi-Asset Fund - IP (G) Not Ranked
0.05 0.1 -1.4 10.0 12.4 19.1
ICICI Pru Value Discovery Fund - D (G) Rank 2
2,820.26 3.7 1.1 9.7 9.8 23.9
ICICI Pru Multi-Asset Fund (G) Not Ranked
9,495.08 -0.2 -2.0 8.7 11.4 18.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 18)

Equity Sector Value
(Rs cr)
Asset %
Graphite India Engineering 5.12 4.70
Larsen Engineering 4.20 3.86
IndusInd Bank Banking/Finance 3.88 3.57
HDFC Bank Banking/Finance 3.71 3.41
Maruti Suzuki Automotive 3.53 3.25
IIFL Holdings Banking/Finance 3.46 3.18
Sterlite Techno Telecom 3.36 3.09
Reliance Oil & Gas 3.34 3.07
Gravita India Miscellaneous 3.06 2.81
Hindalco Metals & Mining 3.00 2.76

Full Portfolio

Sector Allocation (Feb 28, 18)

Sector %

1-Year

HighLow

Banking/Finance 28.59 29.75 29.75
Engineering 15.25 14.59 14.59
Cement 9.32 9.34 9.34
Automotive 7.96 7.63 7.63
Miscellaneous 7.95 8.34 8.34
Metals & Mining 4.84 4.54 4.54

View All Sectors

Asset Allocation (%)(Feb 28, 18)

Equity 97.81
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.19

View All

Concentration

Holdings (%)
Top 5 18.79
Top 10 33.70
Sector (%)
Top 3 53.16

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