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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 High34.9%5star376
BOI AXA Ultra Short Duration FundDebtModerately Low5.0%3star403
BOI AXA Mid & Small Cap Equity & Debt FundHybridModerately High29.8%2star317
BOI AXA Manufacturing & Infrastructure FundEquityHigh29.4%5star39
BOI AXA Liquid FundDebtModerately Low4.1%3star374
BOI AXA Large & Mid Cap Equity FundEquityModerately High20.1%2star190
BOI AXA Conservative Hybrid FundHybridModerate12.3%2star73
BOI AXA Small Cap FundEquityModerately High50.7%3star94
BOI AXA Equity Debt Rebalancer FundHybridModerate10.0%2star80
BOI AXA Short Term Income FundDebtModerate-1.0%1star30
BOI AXA Overnight FundDebtLowN.Astar57
BOI AXA Arbitrage FundEquityLow3.7%star32
BOI AXA Multi Cap FundEquityModerately HighN.Astar54
BOI AXA Ultra Short Duration FundDebtModerately Low5.0%3star403
BOI AXA Credit Risk FundDebtModerate-44.6%1star70
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 9.85% annualized returns in the last three years. In the last year, its returns were 34.87%. 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 34.87% 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
AUM376Cr
1Y Returns34.9%

BOI AXA Ultra Short Duration Fund Direct Growth

Fund Performance: This fund has given 6.82% annualized returns in the last three years. In the last year, its returns were 4.96%. 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 4.96% 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
AUM403Cr
1Y Returns5.0%

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

Fund Performance: This fund has given 3.28% annualized returns in the last three years. In the last year, its returns were 29.75%. 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 29.75% 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 ₹1,000.

Min Investment Amt₹5,000
AUM317Cr
1Y Returns29.8%

BOI AXA Manufacturing & Infrastructure Direct Growth

Fund Performance: This fund has given 2.24% annualized returns in the last three years. In the last year, its returns were 29.44%. 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 29.44% 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
AUM39Cr
1Y Returns29.4%

BOI AXA Liquid Fund Direct Growth

Fund Performance: This fund has given 5.99% annualized returns in the last three years. In the last year, its returns were 4.06%. 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 4.06% 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
AUM374Cr
1Y Returns4.1%

BOI AXA Large & Mid Cap Equity Fund Direct Growth

Fund Performance: This fund has given 4.08% annualized returns in the last three years. In the last year, its returns were 20.1%. 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 20.1% 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
AUM190Cr
1Y Returns20.1%

BOI AXA Conservative Hybrid Fund Direct Growth

Fund Performance: This fund has given 0.82% annualized returns in the last three years. In the last year, its returns were 12.35%. 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 12.35% 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
AUM73Cr
1Y Returns12.3%

BOI AXA Small Cap Fund Direct Growth

Fund Performance: In the last year, its returns were 50.66%. 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 50.66% 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
AUM94Cr
1Y Returns50.7%

BOI AXA Equity Debt Rebalancer Fund Direct Growth

Fund Performance: This fund has given 2.32% annualized returns in the last three years. In the last year, its returns were 9.97%. 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 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
AUM80Cr
1Y Returns10.0%

BOI AXA Short Term Income Fund Direct Growth

Fund Performance: This fund has given -2.69% annualized returns in the last three years. In the last year, its returns were -0.98%. 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 -0.98% 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
AUM30Cr
1Y Returns-1.0%

BOI AXA Overnight Fund Direct Growth

Fund Performance: In the last year, its returns were NA. 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 NA returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. .

Min Investment Amt₹5,000
AUM57Cr
1Y ReturnsNA

BOI AXA Arbitrage Fund Direct Growth

Fund Performance: In the last year, its returns were 3.69%. 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 3.69% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹500. .

Min Investment Amt₹500
AUM32Cr
1Y Returns3.7%

BOI AXA Multi Cap Fund Direct Growth

Fund Performance: In the last year, its returns were NA. 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 NA 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
AUM54Cr
1Y ReturnsNA

BOI AXA Ultra Short Duration Fund Direct Bonus

Fund Performance: This fund has given 6.82% annualized returns in the last three years. In the last year, its returns were 4.96%. 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 4.96% returns in the last one year. . Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM403Cr
1Y Returns5.0%

BOI AXA Credit Risk Fund Direct Growth

Fund Performance: This fund has given -32.61% annualized returns in the last three years. In the last year, its returns were -44.59%. 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 -44.59% returns in the last one year. . .

Min Investment Amt₹5,000
AUM70Cr
1Y Returns-44.6%

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