Groww Logo
Home>Mutual Funds>BOI AXA Mutual Fund>BOI AXA Tax Advantage Direct IDCW

BOI AXA Tax Advantage Direct IDCW

Equity
ELSS
Very High Risk
Payout
3Y Lock In
31.41%
3Y annualised
-1.36% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Jan 2022₹46.81
Min. SIP amount₹500
Rating5
Fund size₹552.46Cr

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns43.2%31.4%23.3%19.4%
Category average54.9%14.2%14.3%NA
Rank with in category423NA
Understand terms

Holdings (65)

NameSectorInstrumentAssets
FinancialEquity5.8%
TechnologyEquity4.7%
FinancialEquity4.2%
FinancialEquity3.6%
TechnologyEquity2.7%
TechnologyEquity2.6%
EnergyEquity2.4%
HealthcareEquity2.3%
DiversifiedEquity2.2%
ChemicalsEquity2.1%
See All

Pros and cons

Category: Equity ELSS

Pros

3Y and 5Y annualised returns higher than category average
Higher alpha: 10.59 The fund has generated returns higher than benchmark - S&P BSE 500 TRI - in the last 3Y
Exit load is zero
Lower expense ratio: 1.57%
Consistently top ranked fund

Cons

Lock-in period: 3Y
1Y annualised returns lower than category average by 15.86%

Expense ratio, exit load and tax

Expense ratio: 1.57%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund house & investment objective

Fund house contact details

Compare funds

BOI AXA Tax Advantage Direct IDCW
VS
Add mutual fund to compare

FAQs

How to Invest in BOI AXA Tax Advantage Direct IDCW
What kind of returns does BOI AXA Tax Advantage Direct IDCW provide?
How much expense ratio is charged by BOI AXA Tax Advantage Direct IDCW?
What is the AUM of BOI AXA Tax Advantage Direct IDCW?
How to Redeem BOI AXA Tax Advantage Direct IDCW?
Can I invest in SIP and Lump Sum of BOI AXA Tax Advantage Direct IDCW?
What is the NAV of BOI AXA Tax Advantage Direct IDCW?
What is the PE and PB ratio of BOI AXA Tax Advantage Direct IDCW?
Loading...
ⓒ 2016-2022 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 2.1.4
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  ICICI PRUDENTIAL |  HDFC |  NIPPON INDIA |  ADITYA BIRLA SUN LIFE |  SBI |  UTI |  FRANKLIN TEMPLETON |  KOTAK MAHINDRA |  IDFC |  DSP |  AXIS |  TATA |  L&T |  SUNDARAM |  PGIM |  INVESCO |  LIC |  JM FINANCIAL |  BARODA PIONEER |  CANARA ROBECO |  HSBC |  IDBI |  INDIABULLS |  MOTILAL OSWAL |  BNP PARIBAS |  MIRAE ASSET |  PRINCIPAL |  BOI AXA |  UNION KBC |  TAURUS |  EDELWEISS |  NAVI |  MAHINDRA |  QUANTUM |  PPFAS |  IIFL |  Quant |  SHRIRAM |  SAHARA |  ITI