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.

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Top 10 Boi Axa Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
BOI AXA Tax Advantage FundEquityModerately High20.3%3star266
BOI AXA Ultra Short Duration FundDebtModerately Low7.6%4star293
BOI AXA Mid & Small Cap Equity & Debt FundHybridModerately High1.6%1star336
BOI AXA Manufacturing & Infrastructure FundEquityHigh10.0%3star42
BOI AXA Liquid FundDebtLow6.4%3star447
BOI AXA Large & Mid Cap Equity FundEquityModerately High14.8%2star179
BOI AXA Conservative Hybrid FundHybridModerate-6.2%1star111
BOI AXA Small Cap FundEquityModerately High11.9%3star49
BOI AXA Equity Debt Rebalancer FundHybridModerately High-2.2%1star122
BOI AXA Short Term Income FundDebtModerate-12.8%1star42
BOI AXA Ultra Short Duration FundDebtModerately Low7.6%4star293
BOI AXA Credit Risk FundDebtModerate-44.8%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 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
AUM266Cr
1Y Returns20.3%

BOI AXA Ultra Short Duration Fund Direct Growth

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
AUM293Cr
1Y Returns7.6%

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

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
AUM336Cr
1Y Returns1.6%

BOI AXA Manufacturing & Infrastructure Direct Growth

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
AUM42Cr
1Y Returns10.0%

BOI AXA Liquid Fund Direct Growth

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
AUM447Cr
1Y Returns6.4%

BOI AXA Large & Mid Cap Equity Fund Direct Growth

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
AUM179Cr
1Y Returns14.8%

BOI AXA Conservative Hybrid Fund Direct Growth

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
AUM111Cr
1Y Returns-6.2%

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 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
AUM49Cr
1Y Returns11.9%

BOI AXA Equity Debt Rebalancer Fund Direct Growth

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
AUM122Cr
1Y Returns-2.2%

BOI AXA Short Term Income Fund Direct Growth

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
AUM42Cr
1Y Returns-12.8%

BOI AXA Ultra Short Duration Fund Direct Bonus

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
AUM293Cr
1Y Returns7.6%

BOI AXA Credit Risk Fund Direct Growth

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
AUM179Cr
1Y Returns-44.8%

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