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BOI AXA Tax Advantage Direct Growth

Equity
ELSS
Very High Risk
3Y Lock In
28.67%
3Y annualised
+0.70% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 30 Nov 2021₹110.80
Min. SIP amount₹500
Rating4
Fund size₹518.64Cr

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns46.0%28.7%22.4%19.0%
Category average54.9%14.2%14.3%NA
Rank with in category423NA
Understand terms

Holdings (63)

NameSectorInstrumentAssets
FinancialEquity6.2%
FinancialEquity5.2%
FinancialEquity4.1%
TechnologyEquity3.7%
HealthcareEquity3.6%
ChemicalsEquity2.8%
EnergyEquity2.6%
FinancialEquity2.5%
TechnologyEquity2.5%
FinancialEquity2.4%
See All

Pros and cons

Category: Equity ELSS

Pros

Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
Higher alpha: 9.7 The fund has generated returns higher than benchmark - S&P BSE 500 TRI - in the last 3Y
Exit load is zero
Lower expense ratio: 1.65%
Consistently top ranked fund

Cons

Lock-in period: 3Y

Expense ratio, exit load and tax

Expense ratio: 1.54%

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 management

Fund house & investment objective

Fund house contact details

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