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BOI AXA Equity Fund - Eco Plan (G)

PLAN: Eco Plan OPTIONS: Growth
28.560 0.31 (1.07%)

NAV as on 02 Dec, 2016

CRISIL MF RANK

Not Ranked

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : BOI AXA Mutual Fund FUND CLASS : Large Cap
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Jun 2016) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Close Bank of India have acquired 51% stake in the joint venture from Bharti Ventures and AXA Investment Managers Asia Holdings w.e.f. May 23, 2012. Hence the name of the schemes will be pre fixed with BOI AXA in place of Bhati AXA.
Benchmark Index:
 
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Returns (NAV as on 02 Dec, 2016)

Period Returns (%) Rank #
1 mth -6.8 105
3 mth -6.9 47
6 mth 1.0 70
1 year 3.1 77
2 year -0.6 103
3 year 13.5 81
5 year 12.2 41

# Moneycontrol Rank within 150 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -4.8 - - - -
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
2012 12.0 0.1 8.2 2.6 25.0
2011 -7.7 -0.1 -10.5 -4.5 -22.7

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 (Large Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -6.8 -6.9 1.0 3.1 -0.6 13.5 12.2
Category avg -5.3 -6.5 1.5 3.5 1.9 13.6 11.1
Difference of Fund returns and Category returns -1.5 -0.4 -0.5 -0.4 -2.5 -0.1 1.1
Best of category 1.9 9.8 17.3 15.5 29.6 54.5 47.4
Worst of category -9.7 -14.8 -7.6 -16.7 -2.9 4.7 4.4
Benchmark returns # -5.0 -8.2 -1.6 2.0 -2.6 9.2 9.9
Difference of Fund returns and Benchmark returns -1.8 1.3 2.6 1.1 2.0 4.3 2.3
# Benchmark Index: NIFTY 50

Investment Info

Investment Objective

To generate 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 The Scheme is not providing any assured or guaranteed returns.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Oct 01, 2008
Benchmark NIFTY 50
Asset Size (Rs cr) 3.76 (Sep-30-2016)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager David Pezarkar
View performance of schemes managed by the Fund Manager
Notes Bank of India have acquired 51% stake in the joint venture from Bharti Ventures and AXA Investment Managers Asia Holdings w.e.f. May 23, 2012. Hence the name of the schemes will be pre fixed with BOI AXA in place of Bhati AXA.

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if redeemed within 1 Year from date of allotment.

Contact Details

Regd. Office 51, East wing, Kalpataru Synergy, Vakola, Santacruz (E), Mumbai - 400 055, 400 055
Tel. No. 022-40479000
Fax No. 022-40479001
Email service@boiaxa-im.com
Website http://www.boiaxa-im.com

Peer Comparison

Large Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Birla SL Frontline Eqty-Direct (G) Not Ranked
2,596.94 -7.8 2.2 7.5 17.9 --
ICICI Pru Focused. Blue -Direct (G) Not Ranked
1,928.11 -5.2 5.0 7.7 16.3 --
ICICI Pru Focused Bluechip Eqty (G) Rank 3
9,738.73 -5.5 4.4 6.6 15.2 14.6
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.01 -5.2 5.0 7.6 16.3 15.6
HDFC Top 200 Fund (G) Rank 5
11,778.90 -4.9 5.6 6.6 15.3 13.3
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 28, 16)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 5.80 7.41
Infosys Technology 3.54 4.53
Tata Motors (D) Automotive 3.23 4.12
IndusInd Bank Banking/Finance 3.00 3.83
Yes Bank Banking/Finance 2.94 3.76
IOC Oil & Gas 2.72 3.47
Cholamandalam Banking/Finance 2.63 3.37
HDFC Banking/Finance 2.48 3.18
Maruti Suzuki Automotive 2.41 3.08
Whirlpool Cons Durable 2.30 2.94

Full Portfolio

Sector Allocation (Oct 28, 16)

Sector %

1-Year

HighLow

Banking/Finance 27.06 24.87 22.73
Automotive 11.50 15.81 13.99
Technology 7.47 14.83 11.61
Pharmaceuticals 7.35 8.89 7.91
Cons NonDurable 6.97 3.61 1.02
Chemicals 5.19 4.38 2.55

View All Sectors

Asset Allocation (%)(Oct 28, 16)

Equity 92.38
Others 0.00
Debt 0.00
Mutual Funds 7.38
Money Market 0.00
Cash / Call 0.24

View All

Concentration

Holdings (%)
Top 5 23.65
Top 10 39.69
Sector (%)
Top 3 46.03

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