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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

20.18

as on 12 Aug 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 17,391 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

  • ₹ 55.740

    as on 12 Aug 2022
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 205 Cr.

    as on 31 Dec 2021
  • 2.63%

  • 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 ₹ 55.740 as on 12 Aug 2022.

This fund has 13 years of track record. Since 31 Oct 2021 expense ratio of this fund is 2.63%. 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 Moderately High 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 12.29% 16.60% 12.40% 37.65% 36.30% 25.91% 18.93% 23.57% 14.79% 26.17% 27.70% 19.75% 21.47%
Category Average 9.11% 13.13% 1.80% 8.48% 29.43% 20.22% 12.78% 16.58% 7.46% 18.78% 22.52% 16.41% 15.32%
BOI AXA Large & Mid Cap Equity Fund 10.29%₹ 11,028 15.40%₹ 11,540 1.38%₹ 10,138 5.21%₹ 10,520 7.93%₹ 12,507 27.35%₹ 16,217 17.88%₹ 28,605 20.18%₹ 17,391 21.25%₹ 49,116 11.16%₹ 16,983 15.05%₹ 87,446 12.75%₹ 33,257 12.59%₹ 2,31,234
Mirae Asset Emerging Bluechip Fund 8.83%₹ 10,883 12.65%₹ 11,264 0.26%₹ 10,026 5.06%₹ 10,506 4.94%₹ 12,317 30.37%₹ 16,995 17.95%₹ 28,623 23.32%₹ 18,797 24.12%₹ 51,100 16.51%₹ 21,488 19.53%₹ 97,583 23.57%₹ 83,214 21.47%₹ 3,72,908
Canara Robeco Emerging Equities 9.31%₹ 10,930 13.89%₹ 11,388 1.12%₹ 10,111 6.59%₹ 10,659 6.33%₹ 12,406 29.44%₹ 16,754 18.18%₹ 28,684 22.89%₹ 18,601 23.35%₹ 50,564 14.13%₹ 19,374 17.61%₹ 93,111 21.23%₹ 68,721 19.45%₹ 3,34,306
Sundaram Large And Mid Cap Fund 10.21%₹ 11,021 13.95%₹ 11,394 0.66%₹ 10,066 7.57%₹ 10,757 6.69%₹ 12,429 28.99%₹ 16,637 19.16%₹ 28,945 18.77%₹ 16,785 21.60%₹ 49,355 13.68%₹ 18,997 16.12%₹ 89,772 14.99%₹ 40,469 15.36%₹ 2,68,234
DSP Equity Opportunities Fund 8.64%₹ 10,863 13.14%₹ 11,314 1.31%₹ 10,131 2.08%₹ 10,208 6.00%₹ 12,385 27.45%₹ 16,244 16.37%₹ 28,204 19.07%₹ 16,912 20.43%₹ 48,562 12.01%₹ 17,642 15.50%₹ 88,428 16.50%₹ 46,141 15.18%₹ 2,65,659
Edelweiss Large & Mid Cap Fund 10.07%₹ 11,006 14.87%₹ 11,486 2.50%₹ 10,249 7.79%₹ 10,778 9.55%₹ 12,610 29.43%₹ 16,751 19.44%₹ 29,021 20.99%₹ 17,749 23.18%₹ 50,445 14.41%₹ 19,618 17.59%₹ 93,064 - -

Portfolio Holdings

Portfolio holdings pattern of BOI AXA Large & Mid Cap Equity Fund as on 16 Aug 2022 are listed below:

  • Equity Holdings:

    97.02%
  • Debt Holdings:

    0.19%
  • Others Holdings:

    2.79%

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

Name of SectorHolding PercentageHolding Values in Crore
Banks 17.87% ₹ 37.58 Cr.
Computers - Software 12.40% ₹ 26.07 Cr.
Pharmaceuticals 6.88% ₹ 14.46 Cr.
Chemicals - Speciality 4.64% ₹ 9.74 Cr.
Power equipment 4.23% ₹ 8.89 Cr.
Others 53.98% -

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

Name of StocksHolding PercentageHolding Values in Crore
State Bank Of India 5.61% ₹ 11.79 Cr.
ICICI Bank Ltd. 4.89% ₹ 10.29 Cr.
HDFC Bank Ltd. 3.87% ₹ 8.14 Cr.
Ultratech Cement Ltd. 3.68% ₹ 7.74 Cr.
Infosys Ltd. 3.59% ₹ 7.55 Cr.
Others 78.36% -

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

Instrument TypeHolding PercentageHolding Values in Crore
T-Bills 0.19% ₹ .40 Cr.
Others 99.81% -

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

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - T-Bill 0.19% ₹ .40 Cr.
Others 99.81%

Other Holdings

Holding TypeHolding Percentage
MF Units 1.01%
Net Receivables 0.78%
TREPS 0.51%
Warrants 0.49%