BOI AXA Midcap Tax Fund - Series 1 Add to compare
12.05
-0.14
(-1.15%)
1 day change as on 27 Jan 2021
Investment Objective: The scheme seeks to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related securities of midcap companies along with income tax benefit.
Fund Type Entry Load Average Asset Size (Rs cr.)
Close Ended Nil 105.00
Investment Plan Exit Load Minimum Investment (Rs.)
Growth Nil 500
Launch Date Fund Manager Last Dividend
19-02-2018 Alok Singh,Aakash Manghani,Dhruv Bhatia 0.00
Benchmark Email / Website Bonus
Nifty Midcap 100 service@bhartiaxa-im.com / www.bhartiaxa-im.com
AMC Name
BOI AXA Investment Managers Private Limited
Fund Name AUM (Rs. Cr) Return (%)
1 Mth 3 Mths 6 Mths 1 Yr 3 Yrs 5 Yrs Since Inception
BOI AXA Midcap Tax Fund - Series 1 114.44 1.77 15.75 31.12 25.57 -- -- 6.55
Quant Tax Plan 34.59 3.03 20.83 42.14 43.69 13.37 19.19 13.5
SBI Tax Advantage Fund - Series 3 25.65 1.30 14.37 31.47 30.72 14.74 20.18 21.8
Parag Parikh Tax Saver Fund 101.10 3.06 13.60 26.01 28.82 -- -- 25.38
SBI Tax Advantage Fund - Series 2 32.90 1.50 14.62 34.98 28.56 12.67 20.78 21.1
Canara Robeco Equity Tax Saver Fund 1475.66 3.24 17.96 29.55 27.20 13.06 15.79 19.91
Top 10 Holdings
Company Name Sector Name Asset %
P I Industries Ltd. Fertilisers & Pesticides 4.72
HDFC Bank Ltd. Financial Services 3.73
Astral Poly Technik Ltd. Industrial Manufacturing 3.73
Crompton Greaves Consumer Electricals Ltd. Consumer Goods 3.52
SRF Ltd. Industrial Manufacturing 3.41
 
Company Name Sector Name Asset %
Cholamandalam Investment and Finance Company Ltd. Financial Services 3.3
Navin Fluorine International Ltd. Chemicals 2.91
IPCA Laboratories Ltd. Pharma 2.88
Ajanta Pharma Ltd. Pharma 2.48
Laurus Labs Ltd. Pharma 2.4
AUM Movement
Asset Allocation