BOI AXA Midcap Tax Fund - Series 1 Add to compare
10.33
0.04
(0.39%)
1 day change as on 20 Oct 2020
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 92.24
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 99.32 -2.18 13.64 28.16 18.84 -- -- 1.22
SBI Tax Advantage Fund - Series 3 23.17 -1.81 18.04 31.70 24.12 14.46 15.00 20.16
Quant Tax Plan 16.64 -2.46 18.52 47.16 23.45 8.21 14.81 12.59
SBI Tax Advantage Fund - Series 2 28.52 2.48 18.52 34.65 21.54 10.87 15.33 19.83
Parag Parikh Tax Saver Fund 70.16 0.24 13.05 38.20 17.94 -- -- 19.47
BOI AXA Tax Advantage Fund 309.08 0.82 13.93 27.94 17.57 5.85 10.06 17.03
Top 10 Holdings
Company Name Sector Name Asset %
P I Industries Ltd. Fertilisers & Pesticides 5.57
IPCA Laboratories Ltd. Pharma 4.01
Navin Fluorine International Ltd. Chemicals 3.87
Astral Poly Technik Ltd. Industrial Manufacturing 3.43
SRF Ltd. Industrial Manufacturing 3.37
 
Company Name Sector Name Asset %
Ajanta Pharma Ltd. Pharma 2.97
Crompton Greaves Consumer Electricals Ltd. Consumer Goods 2.92
Atul Ltd. Chemicals 2.83
Laurus Labs Ltd. Pharma 2.66
Reliance Industries Ltd. OIL & GAS 2.37
AUM Movement
Asset Allocation