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BOI AXA Small Cap Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Small Cap Fund
Fund House : BOI AXA Mutual Fund

Scheme Objective

The investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity-related securities of small cap companies. However, there can be no assurance that the investment objectives of the Scheme will be realized.

Scheme Details

  • Fund manager(s)Ajay Khandelwal
  • Launch date – 19-Dec-2018
  • Expense ratio – 0.78% as declared on 31-Aug-2020 (category average is 0.89%)
  • Benchmark - Nifty Smallcap 100 TRI
  • Min SIP amount - ₹
  • Min investment amount (one time- first time) - ₹
  • Min investment amount (addtional purchase) - ₹
  • Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

BOI AXA Small Cap Fund - Direct Plan - 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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