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 High15.5%5star299
BOI AXA Ultra Short Duration FundDebtModerately Low6.0%3star261
BOI AXA Mid & Small Cap Equity & Debt FundHybridModerately High15.6%2star324
BOI AXA Manufacturing & Infrastructure FundEquityHigh8.3%5star40
BOI AXA Liquid FundDebtLow4.8%3star327
BOI AXA Large & Mid Cap Equity FundEquityModerately High2.1%2star178
BOI AXA Conservative Hybrid FundHybridModerate10.1%2star87
BOI AXA Small Cap FundEquityModerately High33.5%3star72
BOI AXA Equity Debt Rebalancer FundHybridModerately High4.8%2star93
BOI AXA Short Term Income FundDebtModerate0.7%1star33
BOI AXA Arbitrage FundEquityModerately Low4.6%star30
BOI AXA Ultra Short Duration FundDebtModerately Low6.0%3star261
BOI AXA Credit Risk FundDebtModerate-45.3%1star69
BOI AXA Midcap Tax FundEquityModerately High13.0%star53
BOI AXA Midcap Tax FundEquityModerately High19.0%star94
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 7.32% annualized returns in the last three years. In the last year, its returns were 15.54%. 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 15.54% 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
AUM299Cr
1Y Returns15.5%

BOI AXA Ultra Short Duration Fund Direct Growth

Fund Performance: This fund has given 7.16% annualized returns in the last three years. In the last year, its returns were 5.97%. 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 5.97% 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
AUM261Cr
1Y Returns6.0%

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

Fund Performance: This fund has given 2.65% annualized returns in the last three years. In the last year, its returns were 15.64%. 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 15.64% 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
AUM324Cr
1Y Returns15.6%

BOI AXA Manufacturing & Infrastructure Direct Growth

Fund Performance: This fund has given 2.52% annualized returns in the last three years. In the last year, its returns were 8.27%. 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 8.27% 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
AUM40Cr
1Y Returns8.3%

BOI AXA Liquid Fund Direct Growth

Fund Performance: This fund has given 6.37% annualized returns in the last three years. In the last year, its returns were 4.78%. 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 4.78% 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
AUM327Cr
1Y Returns4.8%

BOI AXA Large & Mid Cap Equity Fund Direct Growth

Fund Performance: This fund has given 1.36% annualized returns in the last three years. In the last year, its returns were 2.11%. 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 2.11% 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
AUM178Cr
1Y Returns2.1%

BOI AXA Conservative Hybrid Fund Direct Growth

Fund Performance: This fund has given 0.64% annualized returns in the last three years. In the last year, its returns were 10.09%. 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 10.09% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹10,000. Minimum SIP investment amount required for this scheme is ₹1,000.

Min Investment Amt₹10,000
AUM87Cr
1Y Returns10.1%

BOI AXA Small Cap Fund Direct Growth

Fund Performance: In the last year, its returns were 33.46%. 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 33.46% 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
AUM72Cr
1Y Returns33.5%

BOI AXA Equity Debt Rebalancer Fund Direct Growth

Fund Performance: This fund has given 0.28% annualized returns in the last three years. In the last year, its returns were 4.81%. 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 4.81% 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
AUM93Cr
1Y Returns4.8%

BOI AXA Short Term Income Fund Direct Growth

Fund Performance: This fund has given -2.82% annualized returns in the last three years. In the last year, its returns were 0.69%. 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 0.69% 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
AUM33Cr
1Y Returns0.7%

BOI AXA Arbitrage Fund Direct Growth

Fund Performance: In the last year, its returns were 4.62%. 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 4.62% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹500. .

Min Investment Amt₹500
AUM30Cr
1Y Returns4.6%

BOI AXA Ultra Short Duration Fund Direct Bonus

Fund Performance: This fund has given 7.16% annualized returns in the last three years. In the last year, its returns were 5.97%. 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 5.97% returns in the last one year. . Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM261Cr
1Y Returns6.0%

BOI AXA Credit Risk Fund Direct Growth

Fund Performance: This fund has given -32.56% annualized returns in the last three years. In the last year, its returns were -45.26%. 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 -45.26% returns in the last one year. . .

Min Investment Amt₹5,000
AUM69Cr
1Y Returns-45.3%

BOI AXA Midcap Tax Fund Series 2 Direct Growth

Fund Performance: In the last year, its returns were 13.04%. 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 13.04% returns in the last one year. . .

Min Investment Amt₹500
AUM53Cr
1Y Returns13.0%

BOI AXA Midcap Tax Fund Series 1 Direct Growth

Fund Performance: In the last year, its returns were 18.98%. 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 18.98% returns in the last one year. . .

Min Investment Amt₹500
AUM94Cr
1Y Returns19.0%

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