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 Tax Advantage Fund | Equity | Moderately High | -8.1% | 4star | ₹280 | |
| BOI AXA Ultra Short Duration Fund | Debt | Moderately Low | 7.2% | 4star | ₹295 | |
| BOI AXA Mid & Small Cap Equity & Debt Fund | Hybrid | Moderately High | -20.6% | 2star | ₹343 | |
| BOI AXA Manufacturing & Infrastructure Fund | Equity | High | -22.2% | 3star | ₹39 | |
| BOI AXA Liquid Fund | Debt | Low | 6.1% | 2star | ₹422 | |
| BOI AXA Large & Mid Cap Equity Fund | Equity | Moderately High | -16.9% | 2star | ₹183 | |
| BOI AXA Conservative Hybrid Fund | Hybrid | Moderate | -11.1% | 1star | ₹100 | |
| BOI AXA Small Cap Fund | Equity | Moderately High | -14.5% | 3star | ₹57 | |
| BOI AXA Equity Debt Rebalancer Fund | Hybrid | Moderately High | -11.8% | 1star | ₹111 | |
| BOI AXA Short Term Income Fund | Debt | Moderate | -10.8% | 1star | ₹42 | |
| BOI AXA Ultra Short Duration Fund | Debt | Moderately Low | 7.2% | 4star | ₹295 | |
| BOI AXA Credit Risk Fund | Debt | Moderate | -42.5% | 1star | ₹179 | |
| 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 3.91% annualized returns in the last three years. In the last year, its returns were -8.11%. 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 -8.11% 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 | ₹280Cr |
| 1Y Returns | -8.1% |
Fund Performance: This fund has given 7.58% annualized returns in the last three years. In the last year, its returns were 7.17%. 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 7.17% 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 | ₹295Cr |
| 1Y Returns | 7.2% |
Fund Performance: This fund has given -1.75% annualized returns in the last three years. In the last year, its returns were -20.64%. 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 -20.64% 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 |
|---|---|
| AUM | ₹343Cr |
| 1Y Returns | -20.6% |
Fund Performance: This fund has given -3.03% annualized returns in the last three years. In the last year, its returns were -22.2%. 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 -22.2% 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 | ₹39Cr |
| 1Y Returns | -22.2% |
Fund Performance: This fund has given 6.81% annualized returns in the last three years. In the last year, its returns were 6.07%. 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 6.07% 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 | ₹422Cr |
| 1Y Returns | 6.1% |
Fund Performance: This fund has given -2.11% annualized returns in the last three years. In the last year, its returns were -16.85%. 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 -16.85% 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 | ₹183Cr |
| 1Y Returns | -16.9% |
Fund Performance: This fund has given -0.32% annualized returns in the last three years. In the last year, its returns were -11.11%. 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 -11.11% 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 | ₹100Cr |
| 1Y Returns | -11.1% |
Fund Performance: This fund has given NA annualized returns in the last three years. In the last year, its returns were -14.46%. 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 -14.46% 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 |
|---|---|
| AUM | ₹57Cr |
| 1Y Returns | -14.5% |
Fund Performance: This fund has given -1.1% annualized returns in the last three years. In the last year, its returns were -11.85%. 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 -11.85% 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 ₹500.
| Min Investment Amt | ₹2,00,000 |
|---|---|
| AUM | ₹111Cr |
| 1Y Returns | -11.8% |
Fund Performance: This fund has given 0.62% annualized returns in the last three years. In the last year, its returns were -10.78%. 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 -10.78% 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 | ₹42Cr |
| 1Y Returns | -10.8% |
Fund Performance: This fund has given 7.58% annualized returns in the last three years. In the last year, its returns were 7.17%. 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 7.17% returns in the last one year. . Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹295Cr |
| 1Y Returns | 7.2% |
Fund Performance: This fund has given -14.6% annualized returns in the last three years. In the last year, its returns were -42.51%. 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 -42.51% returns in the last one year. . .
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹179Cr |
| 1Y Returns | -42.5% |
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