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BOI AXA Mid & Small Cap Equity & Debt Fund - Growth

  • Regular
  • Direct
Category : Aggressive Hybrid Fund
Fund House : BOI AXA Mutual Fund
(Min ₹1000 for SIP, ₹5000 for one time investment)

Scheme Objective

The scheme objective is to provide capital appreciation and income distribution to investors from a portfolio constituting of mid and small cap equity and equity related securities as well as fixed income securities. However there can be no assurance that the income can be generated, regular or otherwise, or the investment objectives of the Scheme will be realized.

Scheme Details

  • Fund manager(s)Alok Singh , Ajay Khandelwal
  • Launch date – 20-Jul-2016
  • Expense ratio – 2.67% as declared on 31-Oct-2019 (category average is 2.19%)
  • Benchmark - Nifty 50
  • Min SIP amount - ₹1000
  • Min investment amount (one time- first time) - ₹5000
  • Min investment amount (addtional purchase) - ₹1000
  • Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

BOI AXA Mid & Small Cap Equity & Debt Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Net Buy Price
Buy Date
Sell Date
  • Gross Profit
  • Exit Charges
  • Net Profit

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.|If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Contact Details

BOI AXA Investment Managers Private Limited
B/204, Tower 1, Peninsula Corporate Park, Ganpatrao Kadam Marg, Lower Parel, Mumbai 400013
Tel no.: 022-40479000
Fax no.: 022-40479001
Website.: www.boiaxamf.com

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