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.
If we allocate 65 to 80 percent of a fund to equity and assign remaining to debt and similar instruments, then what we get in return is a Hybrid-Equity fund. These funds allow you to enjoy good returns and low-risk rates courtesy their significant allocation in debt funds. Market gurus believe that it is better to invest in these than to go for an equity-debt portfolio as there is no tax imposed on the debt funds in the mix. It has returns that are taxed at 15% if sold before one year, post this period a 10% tax is applicable on the gains.
Purpose: Invest in these funds instead of buying a different kind of equity-debt funds with 60-40 allocations. These funds are best to moderate your risk with a fair return in the high-risk portfolio.
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| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) | |
|---|---|---|---|---|---|---|
| BOI AXA Tax Advantage Fund | Equity | Moderately High | 20.3% | 3star | ₹266 | |
| BOI AXA Ultra Short Duration Fund | Debt | Moderately Low | 7.6% | 4star | ₹293 | |
| BOI AXA Mid & Small Cap Equity & Debt Fund | Hybrid | Moderately High | 1.6% | 1star | ₹336 | |
| BOI AXA Manufacturing & Infrastructure Fund | Equity | High | 10.0% | 3star | ₹42 | |
| BOI AXA Liquid Fund | Debt | Low | 6.4% | 3star | ₹447 | |
| BOI AXA Large & Mid Cap Equity Fund | Equity | Moderately High | 14.8% | 2star | ₹179 | |
| BOI AXA Conservative Hybrid Fund | Hybrid | Moderate | -6.2% | 1star | ₹111 | |
| BOI AXA Small Cap Fund | Equity | Moderately High | 11.9% | 3star | ₹49 | |
| BOI AXA Equity Debt Rebalancer Fund | Hybrid | Moderately High | -2.2% | 1star | ₹122 | |
| BOI AXA Short Term Income Fund | Debt | Moderate | -12.8% | 1star | ₹42 | |
| BOI AXA Ultra Short Duration Fund | Debt | Moderately Low | 7.6% | 4star | ₹293 | |
| BOI AXA Credit Risk Fund | Debt | Moderate | -44.8% | 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 15.25% annualized returns in the last three years. In the last year, its returns were 20.25%. 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 20.25% 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 | ₹266Cr |
| 1Y Returns | 20.3% |
Fund Performance: This fund has given 7.8% 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 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 | ₹293Cr |
| 1Y Returns | 7.6% |
Fund Performance: This fund has given 7.46% annualized returns in the last three years. In the last year, its returns were 1.57%. 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 1.57% 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 | ₹336Cr |
| 1Y Returns | 1.6% |
Fund Performance: This fund has given 8.14% annualized returns in the last three years. In the last year, its returns were 9.97%. 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 9.97% 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 | ₹42Cr |
| 1Y Returns | 10.0% |
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 |
|---|---|
| AUM | ₹447Cr |
| 1Y Returns | 6.4% |
Fund Performance: This fund has given 10.01% annualized returns in the last three years. In the last year, its returns were 14.81%. 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 14.81% 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 | ₹179Cr |
| 1Y Returns | 14.8% |
Fund Performance: This fund has given 1.49% annualized returns in the last three years. In the last year, its returns were -6.19%. 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 -6.19% 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 | ₹111Cr |
| 1Y Returns | -6.2% |
Fund Performance: This fund has given NA annualized returns in the last three years. In the last year, its returns were 11.92%. 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 11.92% 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 | ₹49Cr |
| 1Y Returns | 11.9% |
Fund Performance: This fund has given 2.94% annualized returns in the last three years. In the last year, its returns were -2.2%. 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 -2.2% 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 | ₹122Cr |
| 1Y Returns | -2.2% |
Fund Performance: This fund has given -0.22% annualized returns in the last three years. In the last year, its returns were -12.75%. 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 -12.75% 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 | -12.8% |
Fund Performance: This fund has given 7.8% 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 |
|---|---|
| AUM | ₹293Cr |
| 1Y Returns | 7.6% |
Fund Performance: This fund has given -15.67% annualized returns in the last three years. In the last year, its returns were -44.81%. 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 -44.81% returns in the last one year. . .
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹179Cr |
| 1Y Returns | -44.8% |
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