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SET SMS ALERT Fund Family BOI AXA Mutual Fund
Fund Class MIP Aggressive
Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 0.3 | 46 |
| 3 mth | 1.3 | 42 |
| 6 mth | 2.7 | 42 |
| 1 year | 9.6 | 39 |
| 2 year | 7.9 | 27 |
| 3 year | 6.6 | 23 |
| 5 year | - | - |
# Moneycontrol Rank within 49 MIP Aggressive Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -0.6 | - | - | - | - |
| 2012 | 3.5 | 1.4 | 3.4 | 3.3 | 12.6 |
| 2011 | -0.3 | 0.7 | 0.4 | 1.0 | 1.9 |
| 2010 | -3.6 | -0.8 | 2.0 | 0.8 | -0.9 |
| 2009 | 0.1 | 6.4 | 2.1 | -2.8 | 6.3 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (MIP Aggressive)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 0.3 | 1.3 | 2.7 | 9.6 | 7.9 | 6.6 | -- |
| Category avg | 1.6 | 2.7 | 4.8 | 12.1 | 6.6 | 4.7 | 4.0 |
| Difference of Fund returns and Category returns | -1.3 | -1.4 | -2.1 | -2.5 | 1.3 | 1.9 | -- |
| Best of category | 5.2 | 6.2 | 9.8 | 17.5 | 11.5 | 9.3 | 12.8 |
| Worst of category | 0.1 | -1.4 | 0.5 | 6.7 | 5.4 | 4.5 | 4.5 |
Investment Objective
The Scheme seeks to generate regular income through investments in fixed income securities and also to generate long term capital appreciation by investing a portion in equity and equity related instruments.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Dividend |
| Launch date | Feb 26, 2009 |
| Benchmark | CRISIL MIP Blended Fund |
| Asset Size (Rs cr) | 0.15 (Mar-30-2013) |
| Minimum Investment | Rs.10000 |
| Last Dividend | Rs.0.07 (Mar-26-2010) |
| Bonus | N.A. |
| Fund Manager | Alok Singh 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. |
| Entry Load | N.A |
|---|---|
| Exit Load | 1.00% |
| Load Comments | Exit Load 1% if redeemed within 1 Year from date of allotment. |
| Regd. Office | 51, East wing, Kalpataru Synergy, Vakola, Santacruz (E), Mumbai - 400 055, 400 055 |
|---|---|
| Tel. No. | 022-40479000 |
| Fax No. | 022-40479001 |
| service@boiaxa-im.com | |
| Website | http://www.boiaxa-im.com |
| MIP Aggressive | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| HDFC MIP - LTP (G) | Rank 2 |
5,133.91 | 3.3 | 6.3 | 13.1 | 8.6 | 10.8 |
| Reliance MIP (G) | Rank 2 |
3,386.21 | 4.4 | 6.7 | 13.6 | 9.3 | 12.8 |
| UTI MIS - Advantage Plan (G) | Rank 3 |
554.69 | 3.7 | 5.3 | 13.5 | 8.1 | 8.8 |
| ICICI Prudential MIP 25 (G) | Rank 3 |
526.59 | 3.9 | 6.3 | 13.8 | 9.1 | 8.8 |
| DSP BlackRock MIP Fund (G) | Rank 3 |
520.73 | 3.7 | 5.8 | 12.0 | 8.7 | 9.1 |
| * Returns over 1 year are Annualised | More » | ||||||
| Money Market | Rating | Value (Rs cr) |
Asset % |
|---|---|---|---|
| Money Market Instruments - CD | 2.84 | 47.24 | |
| ING Vysya Bank | CRISIL A1+ | 1.17 | 19.50 |
| Punjab National Bank | ICRA A1+ | 0.73 | 12.10 |
| Money Market Instruments - CP | 0.68 | 11.35 | |
| Religare Finvest Ltd | ICRA A1+ | 0.68 | 11.35 |
| Indian Overseas Bank | CRISIL A1+ | 0.47 | 7.85 |
| IDBI Bank | CRISIL A1+ | 0.47 | 7.79 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 3.96 | 4.27 | 2.90 |
| Cement | 2.60 | 3.06 | 1.07 |
| Tobacco | 1.59 | 2.04 | 1.49 |
| Automotive | 1.39 | 2.91 | 0.93 |
| Metals & Mining | 1.17 | 3.59 | 1.17 |
| Technology | 0.79 | 2.61 | 0.57 |
| Equity | 13.36 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 58.59 |
| Cash / Call | 28.05 |
| Holdings | (%) |
|---|---|
| Top 5 | 101.54 |
| Top 10 | 117.18 |
| Sector | (%) |
|---|---|
| Top 3 | 8.15 |
MF AUM rises to Rs 7.47 trillion in Q3-2012
Mutual Fund AUM rises to Rs 7.47 trillion in Q3 2012, highest q-o-q growth in two years.
Oct 05, 2012 at 11:54 | Source: Moneycontrol.com
BOI AXA MF announces Single Plan Structure across schemes
BOI AXA Mutual Fund will retain single plan for all schemes in accordance with the One-Scheme-One-Pl ...
Oct 03, 2012 at 15:02 | Source: Moneycontrol.com
Bharti AXA Mutual fund appoints Chief Investment Officer
Bharti AXA Mutual Fund announced the appointment of Mr. Alok Singh as Chief Investment Officer- Fixe ...
Apr 02, 2012 at 11:31 | Source: Moneycontrol.com
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
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