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BOI AXA Equity Fund - Regular Plan (G)

PLAN: Regular OPTIONS: Growth
29.090 0.15 (0.52%)

NAV as on 23 Jan, 2015

CRISIL MF RANK

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : BOI AXA Mutual Fund FUND CLASS : Large Cap
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ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Large Cap category by Crisil (for quarter ended Mar 2014) . If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

View Top ranked funds in this category

Close 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.
Benchmark Index:
 
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Returns (NAV as on 23 Jan, 2015)

Period Returns (%) Rank #
1 mth 7.5 92
3 mth 10.8 116
6 mth 16.6 81
1 year 49.9 73
2 year 26.2 57
3 year 22.5 41
5 year 10.4 56

# Moneycontrol Rank within 149 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 6.0 17.5 7.2 5.5 -
2013 -6.9 2.3 -1.7 10.6 5.8
2012 11.9 - 8.2 2.5 24.6
2011 -7.7 -0.1 -10.5 -4.6 -22.9
2010 -4.0 -3.6 11.4 -2.5 3.3

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 7.5 10.8 16.6 49.9 26.2 22.5 10.4
Category avg 7.6 11.9 16.4 48.7 23.9 19.9 11.0
Difference of Fund returns and Category returns -0.1 -1.1 0.2 1.2 2.3 2.6 -0.6
Best of category 10.0 18.6 29.6 78.3 35.3 31.6 18.7
Worst of category 5.2 8.0 6.0 22.0 11.7 10.3 7.5
Benchmark returns # 6.9 10.2 13.3 39.2 20.8 20.5 12.0
Difference of Fund returns and Benchmark returns 0.6 0.6 3.3 10.7 5.4 2.0 -1.6
BOI AXA Equity Fund - Regular Plan (G) Review by Crisil - Rating: 4 (Rank 2 out of 5)
# Benchmark Index: CNX NIFTY

Investment Info

Investment Objective

To generate income and long-term capital appreciation through a diversified portfolio of predominantly equity and equity-related securities including equity derivatives across all market capitalizations The Scheme is in the nature of diversified multi-cap fund The Scheme is not providing any assured or guaranteed returns.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Oct 01, 2008
Benchmark CNX NIFTY
Asset Size (Rs cr) 897.59 (Dec-31-2014)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Saurabh Kataria
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.

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if redeemed within 1 Year from date of allotment.

Contact Details

Regd. Office 51, East wing, Kalpataru Synergy, Vakola, Santacruz (E), Mumbai - 400 055, 400 055
Tel. No. 022-40479000
Fax No. 022-40479001
Email service@boiaxa-im.com
Website http://www.boiaxa-im.com

Peer Comparison

Large Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Top 200 Fund (G) Rank 4
12,907.28 11.2 15.4 58.0 23.8 15.8
ICICI Pru Focused Bluechip Eqty (G) Rank 3
7,469.08 11.2 17.4 51.4 24.5 17.7
Birla SL Frontline Equity (G) Rank 2
6,931.53 13.8 18.6 56.0 28.0 16.5
UTI Opportunities Fund (G) Rank 2
4,787.61 11.6 18.1 51.5 23.6 16.9
UTI Equity Fund (G) Rank 1
3,622.40 12.2 20.3 56.1 26.6 17.0
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 31, 14)

Equity Sector Value
(Rs cr)
Asset %
Infosys Technology 44.79 4.99
ICICI Bank Banking/Finance 39.94 4.45
HDFC Bank Banking/Finance 38.15 4.25
ITC Tobacco 34.47 3.84
Reliance Oil & Gas 30.79 3.43
HDFC Banking/Finance 29.71 3.31
Larsen Engineering 28.01 3.12
Tata Motors Automotive 28.01 3.12
TCS Technology 26.21 2.92
Axis Bank Banking/Finance 24.41 2.72

Full Portfolio

Sector Allocation (Dec 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 25.90 28.54 25.19
Technology 11.88 20.29 11.88
Automotive 8.48 9.14 7.96
Pharmaceuticals 7.10 9.72 4.68
Oil & Gas 6.36 10.68 5.47
Engineering 5.34 6.47 4.11

View All Sectors

Asset Allocation (%)(Dec 31, 14)

Equity 94.85
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 1.80
Cash / Call 3.35

View All

Concentration

Holdings (%)
Top 5 20.96
Top 10 36.15
Sector (%)
Top 3 46.26

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