BOI AXA Midcap Tax Fund - Series 2 Add to compare
10.5
0.04
(0.38%)
1 day change as on 03 Jul 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 51.56
Investment Plan Exit Load Minimum Investment (Rs.)
Growth Nil 500
Launch Date Fund Manager Last Dividend
19-10-2018 Ajay Khandelwal,Dhruv Bhatia 0.00
Benchmark Email / Website Bonus
Nifty Midcap 100 TRI 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 2 44.32 2.84 19.18 -8.77 -2.23 -- -- 2.9
SBI Tax Advantage Fund - Series 3 18.27 6.65 22.90 -2.76 5.77 9.53 10.64 17.47
SBI Tax Advantage Fund - Series 2 21.95 8.33 25.65 -3.99 3.21 6.12 11.13 17.85
BOI AXA Midcap Tax Fund - Series 1 78.07 3.20 20.14 -3.97 2.59 -- -- -5.66
BOI AXA Tax Advantage Fund 248.21 3.79 20.42 -5.33 1.86 4.49 6.27 15.73
SBI Long Term Advantage Fund - Series IV 131.64 7.63 23.09 -8.60 0.57 6.33 -- 8.54
Top 10 Holdings
Company Name Sector Name Asset %
CBLO(CCIL) Current Assets 5.22
P I Industries Ltd. Fertilisers & Pesticides 5.02
HDFC Bank Ltd. Financial Services 4
Abbott India Ltd. Pharma 3.75
Astral Poly Technik Ltd. Industrial Manufacturing 3.54
 
Company Name Sector Name Asset %
Relaxo Footwear Consumer Goods 3.51
Atul Ltd. Chemicals 3.42
Ajanta Pharma Ltd. Pharma 3.16
Alkem Laboratories Ltd. Pharma 2.98
IPCA Laboratories Ltd. Pharma 2.71
AUM Movement
Asset Allocation