Best BOI AXA Equity Mutual Funds

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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Top 10 Boi Axa Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
BOI AXA Tax Advantage FundEquityModerately High20.6%3star266
BOI AXA Ultra Short Duration FundDebtModerately Low7.6%4star293
BOI AXA Mid & Small Cap Equity & Debt FundHybridModerately High1.6%1star336
BOI AXA Manufacturing & Infrastructure FundEquityHigh9.9%3star42
BOI AXA Liquid FundDebtLow6.4%3star447
BOI AXA Large & Mid Cap Equity FundEquityModerately High15.3%2star179
BOI AXA Conservative Hybrid FundHybridModerate-6.3%1star111
BOI AXA Small Cap FundEquityModerately High12.0%3star49
BOI AXA Equity Debt Rebalancer FundHybridModerately High-1.8%1star122
BOI AXA Short Term Income FundDebtModerate-12.8%1star42
BOI AXA Ultra Short Duration FundDebtModerately Low7.6%4star293
BOI AXA Credit Risk FundDebtModerate-45.0%1star179
View All Top 10 Boi Axa Mutual Funds

Let's have a closer look

Now let us jump and check about these top 10 mutual fund schemes.

BOI AXA Tax Advantage Direct Growth

Fund Performance: This fund has given 15.32% annualized returns in the last three years. In the last year, its returns were 20.59%. 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 20.59% 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
AUM266Cr
1Y Returns20.6%

BOI AXA Ultra Short Duration Fund Direct Growth

Fund Performance: This fund has given 7.81% annualized returns in the last three years. In the last year, its returns were 7.59%. 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 7.59% 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
AUM293Cr
1Y Returns7.6%

BOI AXA Mid & Small Cap Equity & Debt Fund Direct Growth

Fund Performance: This fund has given 7.49% annualized returns in the last three years. In the last year, its returns were 1.58%. 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 1.58% 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
AUM336Cr
1Y Returns1.6%

BOI AXA Manufacturing & Infrastructure Direct Growth

Fund Performance: This fund has given 8.25% annualized returns in the last three years. In the last year, its returns were 9.94%. 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 9.94% 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
AUM42Cr
1Y Returns9.9%

BOI AXA Liquid Fund Direct Growth

Fund Performance: This fund has given 6.91% annualized returns in the last three years. In the last year, its returns were 6.38%. 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 6.38% 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
AUM447Cr
1Y Returns6.4%

BOI AXA Large & Mid Cap Equity Fund Direct Growth

Fund Performance: This fund has given 10.27% annualized returns in the last three years. In the last year, its returns were 15.29%. 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 15.29% 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
AUM179Cr
1Y Returns15.3%

BOI AXA Conservative Hybrid Fund Direct Growth

Fund Performance: This fund has given 1.47% annualized returns in the last three years. In the last year, its returns were -6.27%. 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 -6.27% 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
AUM111Cr
1Y Returns-6.3%

BOI AXA Small Cap Fund Direct Growth

Fund Performance: This fund has given NA annualized returns in the last three years. In the last year, its returns were 11.97%. 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 11.97% 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
AUM49Cr
1Y Returns12.0%

BOI AXA Equity Debt Rebalancer Fund Direct Growth

Fund Performance: This fund has given 3.09% annualized returns in the last three years. In the last year, its returns were -1.77%. 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 -1.77% 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
AUM122Cr
1Y Returns-1.8%

BOI AXA Short Term Income Fund Direct Growth

Fund Performance: This fund has given -0.12% annualized returns in the last three years. In the last year, its returns were -12.85%. 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 -12.85% 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
AUM42Cr
1Y Returns-12.8%

BOI AXA Ultra Short Duration Fund Direct Bonus

Fund Performance: This fund has given 7.74% annualized returns in the last three years. In the last year, its returns were 7.58%. 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 7.58% returns in the last one year. . Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM293Cr
1Y Returns7.6%

BOI AXA Credit Risk Fund Direct Growth

Fund Performance: This fund has given -15.67% annualized returns in the last three years. In the last year, its returns were -45.05%. 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 -45.05% returns in the last one year. . .

Min Investment Amt₹5,000
AUM179Cr
1Y Returns-45.0%

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