Top 10 Boi Axa Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
BOI AXA Ultra Short Duration FundDebtModerately Low8.2%4star336
BOI AXA Ultra Short Duration FundDebtModerately Low8.4%4star336
BOI AXA Ultra Short Duration FundDebtModerately Low8.2%4star336
BOI AXA Ultra Short Duration FundDebtModerately Low8.4%4star336
BOI AXA Ultra Short Duration FundDebtModerately Low8.4%4star336
BOI AXA Ultra Short Duration FundDebtModerately Low8.4%4star336
BOI AXA Ultra Short Duration FundDebtModerately Low8.2%4star336
BOI AXA Liquid FundDebtLow7.1%3star602
BOI AXA Liquid FundDebtLow7.1%3star602
BOI AXA Manufacturing & Infrastructure FundEquityHigh-14.0%3star42
BOI AXA Manufacturing & Infrastructure FundEquityHigh-12.8%3star42
BOI AXA Tax Advantage FundEquityModerately High-8.0%3star226
BOI AXA Liquid FundDebtLow7.2%3star602
BOI AXA Midcap Tax Fund - Series 1EquityModerately High-15.1%3star76
BOI AXA Tax Advantage FundEquityModerately High-9.1%3star226
View All Top 10 Boi Axa Mutual Funds

Best BOI AXA Hybrid 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.

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.

Let's have a closer look

Now let us jump and check about these top 10 mutual fund schemes.

BOI AXA Ultra Short Duration Fund Regular Growth

Fund Performance: This fund has consistently beaten its benchmark in Ultra Short Duration segment and provided 7.92% annualized returns in the last 3 years. In the last 1 year, it gave 8.16% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 8.16% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Debt mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM336Cr
1Y Returns8.2%

BOI AXA Ultra Short Duration Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Ultra Short Duration segment and provided 8.12% annualized returns in the last 3 years. In the last 1 year, it gave 8.42% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 8.42% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Debt mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM336Cr
1Y Returns8.4%

BOI AXA Ultra Short Duration Fund Regular Dividend Daily

Fund Performance: This fund has consistently beaten its benchmark in Ultra Short Duration segment and provided 7.92% annualized returns in the last 3 years. In the last 1 year, it gave 8.16% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 8.16% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Debt mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM336Cr
1Y Returns8.2%

BOI AXA Ultra Short Duration Fund Direct Dividend Daily

Fund Performance: This fund has consistently beaten its benchmark in Ultra Short Duration segment and provided 8.12% annualized returns in the last 3 years. In the last 1 year, it gave 8.42% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 8.42% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Debt mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM336Cr
1Y Returns8.4%

BOI AXA Ultra Short Duration Fund Direct Dividend weekly

Fund Performance: This fund has consistently beaten its benchmark in Ultra Short Duration segment and provided 8.12% annualized returns in the last 3 years. In the last 1 year, it gave 8.42% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 8.42% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Debt mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM336Cr
1Y Returns8.4%

BOI AXA Ultra Short Duration Fund Direct Bonus

Fund Performance: This fund has consistently beaten its benchmark in Ultra Short Duration segment and provided 8.12% annualized returns in the last 3 years. In the last 1 year, it gave 8.42% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 8.42% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Debt mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM336Cr
1Y Returns8.4%

BOI AXA Ultra Short Duration Fund Regular Dividend Weekly

Fund Performance: This fund has consistently beaten its benchmark in Ultra Short Duration segment and provided 7.92% annualized returns in the last 3 years. In the last 1 year, it gave 8.16% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 8.16% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Debt mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM336Cr
1Y Returns8.2%

BOI AXA Liquid Fund Regular Growth

Fund Performance: This fund has consistently beaten its benchmark in Liquid segment and provided 7% annualized returns in the last 3 years. In the last 1 year, it gave 7.11% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 7.11% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Debt mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM602Cr
1Y Returns7.1%

BOI AXA Liquid Fund Regular Dividend Daily

Fund Performance: This fund has consistently beaten its benchmark in Liquid segment and provided 7% annualized returns in the last 3 years. In the last 1 year, it gave 7.11% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 7.11% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. . This is one of the best Debt mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM602Cr
1Y Returns7.1%

BOI AXA Manufacturing & Infrastructure Fund Dividend Quarterly

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 4.61% annualized returns in the last 3 years. In the last 1 year, it gave -13.96% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -13.96% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM42Cr
1Y Returns-14.0%

BOI AXA Manufacturing & Infrastructure Direct Dividend

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 6% annualized returns in the last 3 years. In the last 1 year, it gave -12.79% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -12.79% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM42Cr
1Y Returns-12.8%

BOI AXA Tax Advantage Direct Dividend

Fund Performance: This fund has consistently beaten its benchmark in ELSS segment and provided 8.23% annualized returns in the last 3 years. In the last 1 year, it gave -7.98% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -7.98% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM226Cr
1Y Returns-8.0%

BOI AXA Liquid Fund Direct Dividend Weekly

Fund Performance: This fund has consistently beaten its benchmark in Liquid segment and provided 7.09% annualized returns in the last 3 years. In the last 1 year, it gave 7.2% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 7.2% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Debt mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM602Cr
1Y Returns7.2%

BOI AXA Midcap Tax Fund Series 1 Regular Dividend

Fund Performance: This fund has consistently beaten its benchmark in ELSS segment and provided NA annualized returns in the last 3 years. In the last 1 year, it gave -15.09% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -15.09% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM76Cr
1Y Returns-15.1%

BOI AXA Tax Advantage Regular Growth

Fund Performance: This fund has consistently beaten its benchmark in ELSS segment and provided 6.84% annualized returns in the last 3 years. In the last 1 year, it gave -9.08% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -9.08% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM226Cr
1Y Returns-9.1%

Why invest with Groww?

— Registered with SEBI, AMFI & BSE

— Paperless sign up on web & app

— Expert recommendations

— ZERO fees !

Sign Up

What does investing in BOI AXA Hybrid Mutual Funds actually mean?

Suppose a mutual fund invests in ten stocks and total current market value of these stocks is 1.1 Crore. Out of this, the AMC deducts say, 0.1 Crore for operating the fund (this is known as the expense ratio). So the net value is 1 crore. Now the AMC will divide this 1 Crore into say, 10,000 parts. These parts are known as units. The cost of one unit is 1Cr/10,000 = Rs. 1000. This is known as the Net Asset Value (NAV) of the mutual fund. Suppose the AMC has set a minimum investment requirement of Rs. 500. Then if you pay Rs. 500, you will get 0.5 units of the fund. Remember that the cost of one unit is the cost when you made the purchase. Suppose after one year, the NAV has fallen to Rs. 700 per unit and you wish to exit the fund (also known as redemption), then you sell your 0.5 units back to the AMC and get 0.5 x Rs. 700 = Rs. 350 back. Yes, you invested Rs. 500 and got back Rs. 350 – a loss of 150 over a year. The point is, that you buy units at current NAV and sell units (fully or partially) at current NAV. This is what investing in mutual fund actually means.

How to invest in BOI AXA Mutual Funds on Groww?

One of the best ways to hedge against the small-cap volatility is to adopt a phased approach, also known as Systematic Investment Plan (SIP) approach. We are sure that you must be aware of SIP and its benefits. Buying in small quantity but buying regularly provides you with faster growth. On Groww.in, all transactions to and from AMC is done via BSE. When you decide to invest in a large cap mutual fund of your choice, you choose that mutual fund on the website and click ‘invest’. Following that, you are redirected to the BSE page where you make the payment. BSE then directs your money to the AMC managing your mutual fund. To be assured at your end, you can visit the individual AMC website after the payment. You would be able to see all your purchased units against your folio number.

Investing Articles

Explore all Mutual Funds on Groww

Explore Mutual Funds