BOI AXA Tax Advantage Fund - Regular - Growth+0.0%

-9.7%
1 Year Return
Equity
ELSS
2.0 star
1Y
3Y
5Y

Fund Details

BOI AXA Tax Advantage Fund - Regular - Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.87%
NAV47.7 (16-Nov-2018)
Fund Started25-Feb-2009
Fund Size133 Cr

Returns

Fund
1Y
3Y
5Y
BOI AXA Tax Advantage Fund - Regular - Growth
-9.7%
9.2% p.a
14.0% p.a

SIP Calculator

I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -9.7% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the benchmark
    2. 3Y Returns are higher than the benchmark
    3. 5Y Returns are higher than the benchmark
    4. Exit load is zero
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. Risk is higher compared to the benchmark
    4. Higher expense ratio

    Top 10 Holdings

    Name% AssetsSectorInstrumentRating/SizeValue(Cr)
    Bajaj Finance Ltd.4.8%Financial ServicesEquityLarge Cap8.8
    HDFC Bank Ltd.4.3%Financial ServicesEquityLarge Cap7.8
    IndusInd Bank Ltd.3.9%Financial ServicesEquityLarge Cap7.1
    Vinati Organics3.6%ChemicalsEquityMid Cap6.5
    Sterlite Technologies Ltd.3.1%TelecomEquityMid Cap5.7
    Kotak Mahindra Bank Ltd.3.1%Financial ServicesEquityLarge Cap5.6
    Aarti Industries Ltd.2.7%ChemicalsEquityMid Cap4.9
    Graphite India Ltd.2.6%Industrial ManufacturingEquityMid Cap4.7
    Maruti Suzuki India Ltd.2.5%AutomobileEquityLarge Cap4.6
    CBLO(CCIL)2.5%Current AssetsMoney Market--4.6
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    About BOI AXA Mutual Fund

    BOI AXA Mutual Fund started their mutual fund on 31/03/2008 and its managing total assets of Rs. 4,325 Cr. Its ranked at 29 as per total assets at end of 30th Sep 2017.

    BOI AXA Investment Managers Private Limited is basically a joint venture between Bank of India and AXA Investment Managers, which is one of the key players in the financial protection industry. Both these companies are trusted brands and have a global presence. Bank of India has 5000 branches across the country and is spread over 22 countries and 5 continents.

    AXA is located in 21 countries and has an asset under management of EUR 746 Billion. Bank of India holds 51% stake, while AXA Investment Manager holds 49%.

    BOI AXA Mutual Funds provide different schemes under various categories of mutual funds, like equity, debt and hybrid. An investor can choose the respective scheme as per his/her risk appetite and investment duration. The AMC always aims to keep investor's objective as its focal point.

    Launch Date30 Mar 2008
    AddressBOI AXA Investment Managers Pvt. Ltd. B/204, Tower 1, Peninsula Corporate Park, Ganpatrao Kadam Ma Mumbai 400055
    Assets4,325 Cr
    SponsorNA
    Phone022-40479000
    Emailservice@boiaxa-im.com
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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