BOI Axa Focused Infrastructure Fund

BOI Axa Focused Infrastructure Fund is managed by Gaurav Kapoor. The Scheme seeks long term capital appreciation through a portfolio of predominantly equity and equity related securities of companies engaged in infrastructure and infrastructure related sectors. New investors can skip this fund for a better performing fund in this category.

Where does BOI Axa Focused Infrastructure Fund invest your money?

BOI Axa Focused Infrastructure Fund has multi cap allocation with a large cap bias which means your money will be invested in stocks of large, medium and small sized companies. About 17.98% of the fund’s money is allocated to stocks of mid sized companies, 76.75% to stocks of large sized companies and 5.26% to those of small companies. Mid sized stocks can give kicker returns as they turn into large stocks but this happens not so frequently.

Suitable for what?
  • Creating wealth
  • Lifestyle needs
Not suitable for what?
  • Child's education
  • Child's marriage
  • Planning for retirement
  • Home Purchase
How has BOI Axa Focused Infrastructure Fund performed in the past?

If you had invested Rs 1 lakh when the fund was launched in February 2010, your value of investments would have sadly dropped to Rs 76734. The performance has not been better than other funds in this category. 

Assume you had invested Rs 10,000 every month in BOI Axa Focused Infrastructure Fund through SIP from Feb 2010 today you would just have around Rs 3.10 lakhs.

Our recommendation for fresh investment
Not Recommended
Our recommendation for existing investment
Not Recommended
What are the charges applicable?

If units are sold within a year an exit load of 1% is deducted from your total returns. No exit load applies for units withdrawn post one year. Expense ratio of BOI Axa Focused Infrastructure Fund is 2.95%. This is charged to recover the fund management company’s expenses on securities’ transactions, commissions, registrar fees, etc. Your mutual fund returns will be total returns less expense ratio.

What are the tax implications?

The returns in an equity mutual fund are absolutely tax free, provided you do not withdraw within 1 year.

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