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 | 15.5% | 5star | ₹299 | |
| BOI AXA Ultra Short Duration Fund | Debt | Moderately Low | 6.0% | 3star | ₹261 | |
| BOI AXA Mid & Small Cap Equity & Debt Fund | Hybrid | Moderately High | 15.6% | 2star | ₹324 | |
| BOI AXA Manufacturing & Infrastructure Fund | Equity | High | 8.3% | 5star | ₹40 | |
| BOI AXA Liquid Fund | Debt | Low | 4.8% | 3star | ₹327 | |
| BOI AXA Large & Mid Cap Equity Fund | Equity | Moderately High | 2.1% | 2star | ₹178 | |
| BOI AXA Conservative Hybrid Fund | Hybrid | Moderate | 10.1% | 2star | ₹87 | |
| BOI AXA Small Cap Fund | Equity | Moderately High | 33.5% | 3star | ₹72 | |
| BOI AXA Equity Debt Rebalancer Fund | Hybrid | Moderately High | 4.8% | 2star | ₹93 | |
| BOI AXA Short Term Income Fund | Debt | Moderate | 0.7% | 1star | ₹33 | |
| BOI AXA Arbitrage Fund | Equity | Moderately Low | 4.6% | star | ₹30 | |
| BOI AXA Ultra Short Duration Fund | Debt | Moderately Low | 6.0% | 3star | ₹261 | |
| BOI AXA Credit Risk Fund | Debt | Moderate | -45.3% | 1star | ₹69 | |
| BOI AXA Midcap Tax Fund | Equity | Moderately High | 13.0% | star | ₹53 | |
| BOI AXA Midcap Tax Fund | Equity | Moderately High | 19.0% | star | ₹94 | |
| 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 7.32% 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 |
|---|---|
| AUM | ₹299Cr |
| 1Y Returns | 15.5% |
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 |
|---|---|
| AUM | ₹261Cr |
| 1Y Returns | 6.0% |
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 |
|---|---|
| AUM | ₹324Cr |
| 1Y Returns | 15.6% |
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 |
|---|---|
| AUM | ₹40Cr |
| 1Y Returns | 8.3% |
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 |
|---|---|
| AUM | ₹327Cr |
| 1Y Returns | 4.8% |
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 |
|---|---|
| AUM | ₹178Cr |
| 1Y Returns | 2.1% |
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 |
|---|---|
| AUM | ₹87Cr |
| 1Y Returns | 10.1% |
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 |
|---|---|
| AUM | ₹72Cr |
| 1Y Returns | 33.5% |
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 |
|---|---|
| AUM | ₹93Cr |
| 1Y Returns | 4.8% |
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 |
|---|---|
| AUM | ₹33Cr |
| 1Y Returns | 0.7% |
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 |
|---|---|
| AUM | ₹30Cr |
| 1Y Returns | 4.6% |
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 |
|---|---|
| AUM | ₹261Cr |
| 1Y Returns | 6.0% |
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 |
|---|---|
| AUM | ₹69Cr |
| 1Y Returns | -45.3% |
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 |
|---|---|
| AUM | ₹53Cr |
| 1Y Returns | 13.0% |
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 |
|---|---|
| AUM | ₹94Cr |
| 1Y Returns | 19.0% |
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