BOI AXA Mid & Small Cap Equity & Debt Fund(IDCW)
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ReturnsFund's average annual rolling returns over the last three years is compared against the funds from the same category
Fund has been able to generate better returns compared to other funds in the same category
Expense RatioExpense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category
Hefty expense ratio implies reduced returns over the long term
Return vs FD RatesIf fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD
Fund has not been able to generate better price return than bank FD
Red FlagsWe check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags
Total holdings with red flags is insignificant
Key Metrics
About Aggressive Hybrid Fund
Aggressive Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.
PeersCompare with peers
SBI Equity Hybrid Fund(IDCW-Payout)
ICICI Pru Equity & Debt Fund(H-IDCW)
HDFC Hybrid Equity Fund(IDCW)
Aditya Birla SL Equity Hybrid '95 Fund(IDCW)
Canara Rob Equity Hybrid Fund(M-IDCW)
Scheme Info
Tax Implications
Investment period < 1 year
Gains are treated as short-term capital gains and taxed at 15%
Investment period > 1 year
Gains of over ₹ 1 lakh in a financial year are taxed at 10%
Let’s calculate your returns after tax
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
Invested
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AMC profile
BOI AXA Investment Managers Private Limiteda is a joint venture between one of the largest Public Sector Banks in India, the Bank of India or BOI, and the AXA Investment Managers group, one of the world’s largest asset management and investment corporations.
No.of Schemes
17
Total AUM
₹ 2,940.66 Cr.
ReturnsFund's average annual rolling returns over the last three years is compared against the funds from the same category
Fund has been able to generate better returns compared to other funds in the same category