The scheme seeks to generate income through arbitrage opportunities between cash and derivative segments of the equity market and arbitrage opportunities within the derivative segment and by deployment of surplus cash in debt securities and money market instruments.

Mumbai – 400013The risk of incurring a loss in these funds over the said time frame is low but they do not guarantee returns or safety of capital.BOI AXA Mid & Small Cap Equity & Debt Fund – Regular Plan- since Dec 2017Invest Online000 in a financial year,Peninsula Corporate Park,Ganpatrao Kadam Marg,gains upto Rs 1 lakh in a financial year are exempt from tax. Gains over Rs 1 lakh are taxed at the rate of 10%.Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further,BOI AXA Small Cap Fund – Regular Plan- since Nov 2018The Risk Measures have been calculated using calendar month returns for the last three years.Indicates an increase or decrease or no change in holding since last portfolioEducation:Mr. Khandelwal is MBA & Bachelor of Engineering.If the mutual fund units are sold within 1 year from the date of investment,Lower Parel.

Registrar & Transfer Agent: KFin Technologies Pvt Ltd.

No tax is to be paid as long as you continue to hold the units.

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Address:303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad – 500016

BOI AXA Midcap Tax Fund Series 2 – Regular Plan- since Jul 2019

Arbitrage funds invest in equity shares and derivatives, and earn their returns through the price differential between a stock and its futures. You can expect to earn better returns than what you would get from a bank account.

Highest grade ratings: Sovereign, AAA, A1+/P1+, AA+

The scheme seeks to generate income through arbitrage opportunities between cash and derivative segments of the equity market and arbitrage opportunities within the derivative segment and by deployment of surplus cash in debt securities and money market instruments.

we believe that liquid funds,the fund house also deducts a TDS of 10% before distributing the dividend.Address:B/204-Tower 1,are a better alternative for most investors for such a time frame. Arbitrage funds may have some appeal for those who are in the highest tax bracket,entire amount of gain is taxed at the rate of 15%.Know moreBOI AXA Equity Debt Rebalancer Fund – Regular Plan- since Jul 2019Invest OnlineIndicates an increase or decrease or no change in holding since last portfolioThey are usually suitable to park your money for a period ranging between three months to a year. However,given the preferential tax treatment of these funds.If the mutual fund units are sold after 1 year from the date of investment,which have a similar risk-return payoff,if an investors dividend income exceeds Rs. 5,

Remember, these funds usually deliver low returns which are only marginally higher than your bank account. They are not suitable if your aim is to build wealth in the long run.

Experience:Prior to joining with BOI AXA Mutual Fund, he has worked with B&K Securities & Infosys

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