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.
Equity Savings Fund typically invests the total capital in three segments- pure equity, arbitrage and debt funds. Generally, one-third of the total capital in pure equity, one-third in debt funds and the balance in arbitrage funds. However, the composition varies from fund to fund. The equity component can vary from 20-40% approx and depends on the type of mutual fund.
These funds outperform debt funds over taxation and treated as equity funds for taxation. If sold before a year, short term capital gains are taxed at 15% and if sold after a year, no tax is levied on the gains.
Purpose: Invest here for your longer duration to get higher returns than debt funds.
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| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) | |
|---|---|---|---|---|---|---|
| BOI AXA Ultra Short Duration Fund | Debt | Moderately Low | 8.0% | 4star | ₹296 | |
| BOI AXA Manufacturing & Infrastructure Fund | Equity | High | 4.2% | 3star | ₹46 | |
| BOI AXA Liquid Fund | Debt | Low | 6.7% | 3star | ₹452 | |
| BOI AXA Small Cap Fund | Equity | Moderately High | N.A | 3star | ₹48 | |
| BOI AXA Tax Advantage Fund | Equity | Moderately High | 16.5% | 3star | ₹255 | |
| BOI AXA Large & Mid Cap Equity Fund | Equity | Moderately High | 11.5% | 2star | ₹174 | |
| BOI AXA Conservative Hybrid Fund | Hybrid | Moderate | -6.2% | 1star | ₹120 | |
| BOI AXA Mid & Small Cap Equity & Debt Fund | Hybrid | Moderately High | -2.3% | 1star | ₹359 | |
| BOI AXA Equity Debt Rebalancer Fund | Hybrid | Moderately High | -2.9% | 1star | ₹134 | |
| BOI AXA Short Term Income Fund | Debt | Moderate | -12.7% | 1star | ₹47 | |
| BOI AXA Ultra Short Duration Fund | Debt | Moderately Low | 8.0% | 4star | ₹296 | |
| BOI AXA Credit Risk Fund | Debt | Moderate | -44.3% | 1star | ₹180 | |
| View All Top 10 Boi Axa Mutual Funds |
Now let us jump and check about these top 10 mutual fund schemes.
Fund Performance: This fund has given 7.93% annualized returns in the last three years. In the last year, its returns were 8.01%. It has continually hit its benchmark in the Debt segment.
Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 8.01% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹296Cr |
| 1Y Returns | 8.0% |
Fund Performance: This fund has given 7.41% annualized returns in the last three years. In the last year, its returns were 4.22%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 4.22% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹46Cr |
| 1Y Returns | 4.2% |
Fund Performance: This fund has given 6.97% annualized returns in the last three years. In the last year, its returns were 6.67%. It has continually hit its benchmark in the Debt segment.
Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 6.67% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹452Cr |
| 1Y Returns | 6.7% |
Fund Performance: This fund has given NA annualized returns in the last three years. In the last year, its returns were NA. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing NA returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹48Cr |
| 1Y Returns | NA |
Fund Performance: This fund has given 14.08% annualized returns in the last three years. In the last year, its returns were 16.46%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 16.46% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹500. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹255Cr |
| 1Y Returns | 16.5% |
Fund Performance: This fund has given 9.33% annualized returns in the last three years. In the last year, its returns were 11.5%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 11.5% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹174Cr |
| 1Y Returns | 11.5% |
Fund Performance: This fund has given 1.26% annualized returns in the last three years. In the last year, its returns were -6.2%. It has continually hit its benchmark in the Hybrid segment.
Why to invest: It is one of the most remarkable Hybrid mutual funds in India. This fund has constantly outperformed other similar funds, providing -6.2% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹2,00,000. Minimum SIP investment amount required for this scheme is ₹1,000.
| Min Investment Amt | ₹2,00,000 |
|---|---|
| AUM | ₹120Cr |
| 1Y Returns | -6.2% |
Fund Performance: This fund has given 6.34% annualized returns in the last three years. In the last year, its returns were -2.3%. It has continually hit its benchmark in the Hybrid segment.
Why to invest: It is one of the most remarkable Hybrid mutual funds in India. This fund has constantly outperformed other similar funds, providing -2.3% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹359Cr |
| 1Y Returns | -2.3% |
Fund Performance: This fund has given 2.8% annualized returns in the last three years. In the last year, its returns were -2.88%. It has continually hit its benchmark in the Hybrid segment.
Why to invest: It is one of the most remarkable Hybrid mutual funds in India. This fund has constantly outperformed other similar funds, providing -2.88% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹2,00,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹2,00,000 |
|---|---|
| AUM | ₹134Cr |
| 1Y Returns | -2.9% |
Fund Performance: This fund has given -0.23% annualized returns in the last three years. In the last year, its returns were -12.74%. It has continually hit its benchmark in the Debt segment.
Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing -12.74% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹2,00,000. Minimum SIP investment amount required for this scheme is ₹1,000.
| Min Investment Amt | ₹2,00,000 |
|---|---|
| AUM | ₹47Cr |
| 1Y Returns | -12.7% |
Fund Performance: This fund has given 7.93% annualized returns in the last three years. In the last year, its returns were 8.01%. It has continually hit its benchmark in the Debt segment.
Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 8.01% returns in the last one year. . Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹296Cr |
| 1Y Returns | 8.0% |
Fund Performance: This fund has given -15.52% annualized returns in the last three years. In the last year, its returns were -44.31%. It has continually hit its benchmark in the Debt segment.
Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing -44.31% returns in the last one year. . .
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹180Cr |
| 1Y Returns | -44.3% |
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