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 High16.5%5star299
BOI AXA Ultra Short Duration FundDebtModerately Low5.9%3star261
BOI AXA Mid & Small Cap Equity & Debt FundHybridModerately High18.0%2star324
BOI AXA Manufacturing & Infrastructure FundEquityHigh9.9%5star40
BOI AXA Liquid FundDebtLow4.8%3star327
BOI AXA Large & Mid Cap Equity FundEquityModerately High2.8%2star178
BOI AXA Conservative Hybrid FundHybridModerate10.1%2star87
BOI AXA Small Cap FundEquityModerately High35.9%3star72
BOI AXA Equity Debt Rebalancer FundHybridModerately High4.6%2star93
BOI AXA Short Term Income FundDebtModerate0.6%1star33
BOI AXA Arbitrage FundEquityModerately Low4.4%star30
BOI AXA Ultra Short Duration FundDebtModerately Low5.9%3star261
BOI AXA Credit Risk FundDebtModerate-45.0%1star69
BOI AXA Midcap Tax FundEquityModerately High15.0%star53
BOI AXA Midcap Tax FundEquityModerately High20.8%star94
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 7.98% annualized returns in the last three years. In the last year, its returns were 16.48%. 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 16.48% 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
AUM299Cr
1Y Returns16.5%

BOI AXA Ultra Short Duration Fund Direct Growth

Fund Performance: This fund has given 7.15% annualized returns in the last three years. In the last year, its returns were 5.92%. 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 5.92% 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
AUM261Cr
1Y Returns5.9%

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

Fund Performance: This fund has given 3.29% annualized returns in the last three years. In the last year, its returns were 18%. 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 18% 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
AUM324Cr
1Y Returns18.0%

BOI AXA Manufacturing & Infrastructure Direct Growth

Fund Performance: This fund has given 3.24% annualized returns in the last three years. In the last year, its returns were 9.88%. 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 9.88% 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
AUM40Cr
1Y Returns9.9%

BOI AXA Liquid Fund Direct Growth

Fund Performance: This fund has given 6.36% annualized returns in the last three years. In the last year, its returns were 4.75%. 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 4.75% 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
AUM327Cr
1Y Returns4.8%

BOI AXA Large & Mid Cap Equity Fund Direct Growth

Fund Performance: This fund has given 1.95% annualized returns in the last three years. In the last year, its returns were 2.84%. 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 2.84% 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
AUM178Cr
1Y Returns2.8%

BOI AXA Conservative Hybrid Fund Direct Growth

Fund Performance: This fund has given 0.7% 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
AUM87Cr
1Y Returns10.1%

BOI AXA Small Cap Fund Direct Growth

Fund Performance: In the last year, its returns were 35.92%. 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 35.92% 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
AUM72Cr
1Y Returns35.9%

BOI AXA Equity Debt Rebalancer Fund Direct Growth

Fund Performance: This fund has given 0.37% annualized returns in the last three years. In the last year, its returns were 4.64%. 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 4.64% 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
AUM93Cr
1Y Returns4.6%

BOI AXA Short Term Income Fund Direct Growth

Fund Performance: This fund has given -2.83% annualized returns in the last three years. In the last year, its returns were 0.59%. 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 0.59% 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
AUM33Cr
1Y Returns0.6%

BOI AXA Arbitrage Fund Direct Growth

Fund Performance: In the last year, its returns were 4.38%. 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 4.38% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹500. .

Min Investment Amt₹500
AUM30Cr
1Y Returns4.4%

BOI AXA Ultra Short Duration Fund Direct Bonus

Fund Performance: This fund has given 7.15% annualized returns in the last three years. In the last year, its returns were 5.92%. 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 5.92% returns in the last one year. . Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM261Cr
1Y Returns5.9%

BOI AXA Credit Risk Fund Direct Growth

Fund Performance: This fund has given -32.58% annualized returns in the last three years. In the last year, its returns were -44.99%. 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 -44.99% returns in the last one year. . .

Min Investment Amt₹5,000
AUM69Cr
1Y Returns-45.0%

BOI AXA Midcap Tax Fund Series 2 Direct Growth

Fund Performance: In the last year, its returns were 14.97%. 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 14.97% returns in the last one year. . .

Min Investment Amt₹500
AUM53Cr
1Y Returns15.0%

BOI AXA Midcap Tax Fund Series 1 Direct Growth

Fund Performance: In the last year, its returns were 20.77%. 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 20.77% returns in the last one year. . .

Min Investment Amt₹500
AUM94Cr
1Y Returns20.8%

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