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BOI AXA Large & Mid Cap Equity Fund

BOI AXA Large & Mid Cap Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

17.34

as on 23 Sep 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 16,176 today.

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NAV Performance

BOI AXA Large & Mid Cap Equity Fund performance graph for last 3 years
Performance of BOI AXA Large & Mid Cap Equity Fund for last 3 Years

Fund Information

  • ₹ 56.050

    as on 23 Sep 2021
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 190 Cr.

    as on 23 Sep 2021
  • 2.65%

    since 31 May 2021
  • 21 Oct 2008

  • Equity - Large & Mid Cap Fund

  • Nifty 50

  • BOI axa mutual fund

    Show All Funds
  • BOI AXA Large & Mid Cap Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

BOI AXA Large & Mid Cap Equity Fund is an Open-ended Equity Fund. The fund belongs to Large & Mid Cap Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 21 Oct 2008. This fund is offered by one of the top AMC (Assets Management Company) BOI axa mutual fund. You can also view here all other Equity funds offered by BOI axa mutual fund.

Latest NAV of the fund is ₹ 56.050 as on 23 Sep 2021.

This fund has 12 years of track record. Since 31 May 2021 expense ratio of this fund is 2.65%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 1,000. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

The Scheme seeks to generate income and long-term capital appreciation by investing through a diversified portfolio of predominantly large cap and mid cap equity and equity related securities including equity derivatives. The Scheme is in the nature of large and mid cap fund. The Scheme is not providing any assured or guaranteed returns

List of Fund Managers of BOI AXA Large & Mid Cap Equity Fund

  • About Alok Singh

    Picture of Alok SinghMr. Singh is a CFA and PGDBA from ICFAI Business School. Prior to joining BOI AXA AMC he has worked with BNP Paribas Asset Management and Axis Bank

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Low Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 12.36% 19.48% 30.69% 78.48% 35.51% 25.38% 21.10% 24.74% 72.25% 53.98% 38.70% 26.28% 25.59%
Category Average 8.73% 13.93% 25.86% 67.83% 28.01% 18.68% 15.20% 17.13% 62.98% 47.38% 32.82% 20.81% 18.13%
BOI AXA Large & Mid Cap Equity Fund 7.81%₹ 10,780 12.69%₹ 11,268 29.09%₹ 12,908 63.84%₹ 16,384 60.55%₹ 15,648 27.64%₹ 16,303 45.38%₹ 36,276 17.34%₹ 16,176 32.38%₹ 57,142 13.48%₹ 18,821 19.50%₹ 97,535 13.77%₹ 36,372 14.78%₹ 2,60,110
Mirae Asset Emerging Bluechip Fund 7.79%₹ 10,778 14.03%₹ 11,402 26.36%₹ 12,636 73.26%₹ 17,326 65.22%₹ 15,910 34.50%₹ 18,105 53.20%₹ 38,577 25.38%₹ 19,748 38.70%₹ 62,050 21.10%₹ 26,060 26.28%₹ 1,14,896 24.74%₹ 91,404 25.59%₹ 4,66,348
Canara Robeco Emerging Equities 9.21%₹ 10,921 15.34%₹ 11,533 27.49%₹ 12,748 68.24%₹ 16,824 64.65%₹ 15,878 33.66%₹ 17,878 50.95%₹ 37,911 21.46%₹ 17,948 36.30%₹ 60,152 18.33%₹ 23,214 23.57%₹ 1,07,646 22.60%₹ 76,839 23.25%₹ 4,10,890
Kotak Equity Opportunities Fund 7.35%₹ 10,735 11.91%₹ 11,191 22.34%₹ 12,234 59.94%₹ 15,994 53.82%₹ 15,265 27.70%₹ 16,318 43.23%₹ 35,654 20.13%₹ 17,361 31.60%₹ 56,553 15.80%₹ 20,832 20.96%₹ 1,01,057 17.05%₹ 48,341 17.97%₹ 3,08,816
Principal Emerging Bluechip Fund 8.16%₹ 10,815 12.67%₹ 11,267 26.34%₹ 12,633 69.66%₹ 16,966 63.31%₹ 15,803 32.04%₹ 17,446 50.07%₹ 37,651 19.58%₹ 17,124 35.37%₹ 59,430 16.84%₹ 21,787 22.31%₹ 1,04,432 21.66%₹ 71,130 21.74%₹ 3,78,514
Edelweiss Large & Mid Cap Fund 7.95%₹ 10,795 12.96%₹ 11,295 23.45%₹ 12,344 66.19%₹ 16,619 59.89%₹ 15,610 28.27%₹ 16,463 46.70%₹ 36,661 20.02%₹ 17,313 33.32%₹ 57,857 - - - -

Portfolio Holdings

Portfolio holdings pattern of BOI AXA Large & Mid Cap Equity Fund as on 24 Sep 2021 are listed below:

  • Equity Holdings:

    99.32%
  • Debt Holdings:

    0.07%
  • Others Holdings:

    0.61%

Top Sector Holdings of BOI AXA Large & Mid Cap Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 18.53% ₹ 37.03 Cr.
Pharmaceuticals 14.00% ₹ 28.01 Cr.
Computers - software 11.72% ₹ 23.47 Cr.
Pesticides and agrochemicals 4.43% ₹ 8.87 Cr.
Nbfc 4.24% ₹ 8.47 Cr.
Others 47.08% -

Top Stock Holdings of BOI AXA Large & Mid Cap Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
State Bank Of India 4.97% ₹ 9.94 Cr.
HDFC Bank Ltd. 4.57% ₹ 9.14 Cr.
Divis Laboratories Ltd. 4.19% ₹ 8.38 Cr.
Infosys Ltd. 4.11% ₹ 8.22 Cr.
ICICI Bank Ltd. 3.82% ₹ 7.63 Cr.
Others 78.34% -

Top Debt Instrument Type holdings of BOI AXA Large & Mid Cap Equity Fund

Instrument TypeHolding PercentageHolding Values in Crore
T-Bills 0.07% ₹ .15 Cr.
Others 99.93% -

Top Debt Holdings of BOI AXA Large & Mid Cap Equity Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - T-Bill 0.07% ₹ .15 Cr.
Others 99.93%

Other Holdings

Holding TypeHolding Percentage
TREPS 0.27%
Warrants 0.26%
Net Receivables 0.08%