BOI AXA Midcap Tax Fund - Series 2 Add to compare
14.76
-0.26
(-1.73%)
1 day change as on 18 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 60.02
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 65.81 2.64 18.65 36.41 23.68 -- -- 18.87
Quant Tax Plan 34.59 8.43 29.06 51.44 51.76 15.02 20.91 13.74
SBI Tax Advantage Fund - Series 3 25.65 2.52 18.86 39.71 34.31 15.57 21.48 22.2
SBI Tax Advantage Fund - Series 2 32.90 2.18 19.30 40.22 33.00 13.25 21.93 21.44
BOI AXA Tax Advantage Fund 375.60 3.14 19.17 36.26 29.29 8.19 16.94 18.29
Parag Parikh Tax Saver Fund 101.10 4.85 13.49 30.44 28.44 -- -- 26.46
Top 10 Holdings
Company Name Sector Name Asset %
Astral Poly Technik Ltd. Industrial Manufacturing 4.79
P I Industries Ltd. Fertilisers & Pesticides 4.77
HDFC Bank Ltd. Financial Services 3.94
Crompton Greaves Consumer Electricals Ltd. Consumer Goods 3.56
SRF Ltd. Industrial Manufacturing 3.4
 
Company Name Sector Name Asset %
Repo Current Assets 3.19
IPCA Laboratories Ltd. Pharma 2.93
Atul Ltd. Chemicals 2.89
Relaxo Footwear Consumer Goods 2.72
Cholamandalam Investment and Finance Company Ltd. Financial Services 2.64
AUM Movement
Asset Allocation