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 High-8.1%4star280
BOI AXA Ultra Short Duration FundDebtModerately Low7.2%4star295
BOI AXA Mid & Small Cap Equity & Debt FundHybridModerately High-20.6%2star343
BOI AXA Manufacturing & Infrastructure FundEquityHigh-22.2%3star39
BOI AXA Liquid FundDebtLow6.1%2star422
BOI AXA Large & Mid Cap Equity FundEquityModerately High-16.9%2star183
BOI AXA Conservative Hybrid FundHybridModerate-11.1%1star100
BOI AXA Small Cap FundEquityModerately High-14.5%3star57
BOI AXA Equity Debt Rebalancer FundHybridModerately High-11.8%1star111
BOI AXA Short Term Income FundDebtModerate-10.8%1star42
BOI AXA Ultra Short Duration FundDebtModerately Low7.2%4star295
BOI AXA Credit Risk FundDebtModerate-42.5%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 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
AUM280Cr
1Y Returns-8.1%

BOI AXA Ultra Short Duration Fund Direct Growth

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
AUM295Cr
1Y Returns7.2%

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

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
AUM343Cr
1Y Returns-20.6%

BOI AXA Manufacturing & Infrastructure Direct Growth

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
AUM39Cr
1Y Returns-22.2%

BOI AXA Liquid Fund Direct Growth

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
AUM422Cr
1Y Returns6.1%

BOI AXA Large & Mid Cap Equity Fund Direct Growth

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
AUM183Cr
1Y Returns-16.9%

BOI AXA Conservative Hybrid Fund Direct Growth

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
AUM100Cr
1Y Returns-11.1%

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 -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
AUM57Cr
1Y Returns-14.5%

BOI AXA Equity Debt Rebalancer Fund Direct Growth

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
AUM111Cr
1Y Returns-11.8%

BOI AXA Short Term Income Fund Direct Growth

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
AUM42Cr
1Y Returns-10.8%

BOI AXA Ultra Short Duration Fund Direct Bonus

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
AUM295Cr
1Y Returns7.2%

BOI AXA Credit Risk Fund Direct Growth

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
AUM179Cr
1Y Returns-42.5%

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