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Best BOI AXA Hybrid Mutual Funds

BOI AXA Investment Managers Pvt. Ltd. was established in 2012 as a joint venture between the Bank of India and AXA Investment Managers, a subsidiary of the AXA Group. They have over 5000 branches in India and have branches in 22 other countries, while AXA IM is an asset manager with a total AUM of EUR 858 billion. 

BOI AXA offers over 10 different mutual fund schemes, including equity, debt funds and the best BOI AXA hybrid mutual funds.

Hybrid funds invest in a combination of equity and debt assets and sometimes money market instruments. This reduces the high risks associated with equity funds while obtaining higher returns compared to debt funds. Hybrid funds distribute wealth in different asset classes and subclasses to meet the investment objective of a scheme. 

BOI AXA offers around 4 different hybrid mutual funds with various asset allocations between equities and debt instruments. 

These mutual funds balance steady returns with low levels of risks, making them popular among many people. The best BOI AXA hybrid mutual funds distribute their wealth in different asset classes and subclasses to withstand market fluctuations. Hybrid funds offer multiple asset allotment options with varying equities, debt or money market components to suit other investment objectives. 

Based on asset allocation between debt and equities, the best BOI AXA hybrid mutual funds can be aggressive, conservative or balanced. Aggressive funds focus on equities investing anywhere from 65% to 80% of assets in stocks for the best returns. Meanwhile, conservative funds invest 75% to 90% in debt or money market instruments. A balanced fund invests in equities and debt in a ratio of 60:40 for a long-term capital generation with little risks. 

Other options for hybrid funds include arbitrage funds, which generate income by buying/selling items based on price differences. A monthly income plan (MIP) invests 80% in debt instruments, while dynamic asset allocation offers a flexible option between 100% debt and 100% equities. Multi-asset fund offers a combination of investment options, including debt, equities and money market instruments. 

Taxability

Before choosing the best BOI AXA hybrid mutual funds among the different types, investors need to consider factors like taxability. 

LTCG (Long-term Capital Gains Tax): The LTCG for equity-oriented funds, i.e. funds with over 65% asset allocation in equities, is 10%. For debt-oriented funds held for more than three years, LTCG is applicable at a 20% rate with indexation.

STCG (Short-term Capital Gains Tax): For equity-oriented funds held for less than a year, STCG is applied at 15%. When debt-oriented funds are held for less than three years, STCG is added to the income tax and charged as per the appropriate tax slab. 

TDS: TDS does not apply for capital gains from hybrid funds. 

Factors to Consider Before Investing

Other essential parameters to consider before selecting the best BOI AXA hybrid mutual funds 2022 are:

Financial goals: Risk-averse investors, which typically include retirees, may try hybrid funds to supplement their pensions. Budding investors unsure about stepping into the equity markets may also turn towards hybrid funds. This is because the diverse portfolio of hybrid funds offers a high degree of stability that allows new investors to try their luck on equity markets safely. 

Expected returns: Hybrid funds do not guarantee returns. They have an equity portion whose returns depend on market conditions. Therefore, it is important to analyze a scheme's portfolio before investing. Aggressive funds with more equity components will show returns that correlate more to the state of the market. Conservative funds and Fixed Monthly Plans are the top BOI AXA hybrid mutual funds for the risk-averse as they have a large debt component.

Risk assessment: Hybrid funds are less volatile than equity funds but less risk-free than pure debt funds. They work well for investing in equity markets with protection from extreme volatility in the stock markets. Having a higher debt component lowers the risk factor in a hybrid fund. Debt instruments that earn income through interests are more stable and less risky than ones that rely on capital appreciation.  

Expenses involved: An AMC charges a certain percentage of assets as an expense ratio. Even the best BOI AXA hybrid mutual fund levy an expense ratio. Exit load is another expense that applies when investors try to withdraw their money prematurely. It's a good idea to check for all additional expenses before investing. 

Role of fund managers: Fund managers try to create a balanced portfolio based on the investment objectives of the scheme. They are responsible for equity market research, allocating funds, buying, and selling assets in favourable market circumstances. Since their expertise has a direct impact on returns, it is advisable to thoroughly check their past performance records. 

Investment horizon: Longer investment horizon allows hybrid funds to generate better returns as it averages out expenses and market fluctuations. This makes a medium-term investment period of three to five years the best for generating the highest returns. 

These are some of the essential factors for investors to do proper research on before choosing the best BOI AXA hybrid mutual funds.

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List of Boi Axa Mutual Funds in India

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
BOI AXA Ultra Short Duration FundDebtLow to Moderate3.2%2₹226
BOI AXA Tax Advantage FundEquityVery High3.7%5₹596
BOI AXA Ultra Short Duration FundDebtLow to Moderate3.2%2₹226
BOI AXA Mid & Small Cap Equity & Debt FundHybridVery High9.0%4₹363
BOI AXA Manufacturing & Infrastructure FundEquityVery High8.8%4₹75
BOI AXA Liquid FundDebtLow to Moderate3.5%3₹435
BOI AXA Large & Mid Cap Equity FundEquityVery High3.7%3₹196
BOI AXA Conservative Hybrid FundHybridModerate22.9%2₹56
BOI AXA Small Cap FundEquityVery High10.7%5₹297
BOI AXA Balanced Advantage FundHybridVery High10.5%1₹74
BOI AXA Short Term Income FundDebtModerate17.3%5₹40
BOI AXA Bluechip FundEquityVery HighN.A₹128
BOI AXA Overnight FundDebtLow3.5%5₹78
BOI AXA Arbitrage FundHybridLow2.8%2₹17
BOI AXA Flexi Cap FundEquityVery High8.4%0₹240
View All

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 Direct Bonus

Fund Performance: The BOI AXA Ultra Short Duration Fund has given 4.77% annualized returns in the past three years and 5.97% in the last 5 years. The BOI AXA Ultra Short Duration Fund belongs to the Debt category of BOI AXA Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in BOI AXA Ultra Short Duration Fund via lump sum is ₹5,000 and via SIP is ₹500.

Min Investment Amt₹5,000
AUM₹226Cr
1Y Returns3.2%

BOI AXA Tax Advantage Direct Growth

Fund Performance: The BOI AXA Tax Advantage Fund has given 20.43% annualized returns in the past three years and 15.67% in the last 5 years. The BOI AXA Tax Advantage Fund belongs to the Equity category of BOI AXA Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in BOI AXA Tax Advantage Fund via lump sum is ₹500 and via SIP is ₹500.

Min Investment Amt₹500
AUM₹596Cr
1Y Returns3.7%

BOI AXA Ultra Short Duration Fund Direct Growth

Fund Performance: The BOI AXA Ultra Short Duration Fund has given 4.73% annualized returns in the past three years and 5.94% in the last 5 years. The BOI AXA Ultra Short Duration Fund belongs to the Debt category of BOI AXA Mutual Funds.

Minimum Investment Amount:

Min Investment Amt₹5,000
AUM₹226Cr
1Y Returns3.2%

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

Fund Performance: The BOI AXA Mid & Small Cap Equity & Debt Fund has given 17.76% annualized returns in the past three years and 12.62% in the last 5 years. The BOI AXA Mid & Small Cap Equity & Debt Fund belongs to the Hybrid category of BOI AXA Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in BOI AXA Mid & Small Cap Equity & Debt Fund via lump sum is ₹5,000 and via SIP is ₹1,000.

Min Investment Amt₹5,000
AUM₹363Cr
1Y Returns9.0%

BOI AXA Manufacturing & Infrastructure Direct Growth

Fund Performance: The BOI AXA Manufacturing & Infrastructure Fund has given 18.39% annualized returns in the past three years and 13.12% in the last 5 years. The BOI AXA Manufacturing & Infrastructure Fund belongs to the Equity category of BOI AXA Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in BOI AXA Manufacturing & Infrastructure Fund via lump sum is ₹5,000 and via SIP is ₹1,000.

Min Investment Amt₹5,000
AUM₹75Cr
1Y Returns8.8%

BOI AXA Liquid Fund Direct Growth

Fund Performance: The BOI AXA Liquid Fund has given 4.18% annualized returns in the past three years and 5.41% in the last 5 years. The BOI AXA Liquid Fund belongs to the Debt category of BOI AXA Mutual Funds.

Minimum Investment Amount:

Min Investment Amt₹5,000
AUM₹435Cr
1Y Returns3.5%

BOI AXA Large & Mid Cap Equity Fund Direct Growth

Fund Performance: The BOI AXA Large & Mid Cap Equity Fund has given 13.88% annualized returns in the past three years and 10.11% in the last 5 years. The BOI AXA Large & Mid Cap Equity Fund belongs to the Equity category of BOI AXA Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in BOI AXA Large & Mid Cap Equity Fund via lump sum is ₹5,000 and via SIP is ₹1,000.

Min Investment Amt₹5,000
AUM₹196Cr
1Y Returns3.7%

BOI AXA Conservative Hybrid Fund Direct Growth

Fund Performance: The BOI AXA Conservative Hybrid Fund has given 9.03% annualized returns in the past three years and 7.01% in the last 5 years. The BOI AXA Conservative Hybrid Fund belongs to the Hybrid category of BOI AXA Mutual Funds.

Minimum Investment Amount:

Min Investment Amt₹10,000
AUM₹56Cr
1Y Returns22.9%

BOI AXA Small Cap Fund Direct Growth

Fund Performance: The BOI AXA Small Cap Fund belongs to the Equity category of BOI AXA Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in BOI AXA Small Cap Fund via lump sum is ₹5,000 and via SIP is ₹1,000.

Min Investment Amt₹5,000
AUM₹297Cr
1Y Returns10.7%

BOI AXA Balanced Advantage Fund Direct Growth

Fund Performance: The BOI AXA Balanced Advantage Fund has given 5.62% annualized returns in the past three years and 4.78% in the last 5 years. The BOI AXA Balanced Advantage Fund belongs to the Hybrid category of BOI AXA Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in BOI AXA Balanced Advantage Fund via lump sum is ₹5,000 and via SIP is ₹1,000.

Min Investment Amt₹5,000
AUM₹74Cr
1Y Returns10.5%

BOI AXA Short Term Income Fund Direct Growth

Fund Performance: The BOI AXA Short Term Income Fund has given 0.61% annualized returns in the past three years and 2.73% in the last 5 years. The BOI AXA Short Term Income Fund belongs to the Debt category of BOI AXA Mutual Funds.

Minimum Investment Amount:

Min Investment Amt₹5,000
AUM₹40Cr
1Y Returns17.3%

BOI AXA Bluechip Fund Direct Growth

Fund Performance: The BOI AXA Bluechip Fund belongs to the Equity category of BOI AXA Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in BOI AXA Bluechip Fund via lump sum is ₹5,000 and via SIP is ₹1,000.

Min Investment Amt₹5,000
AUM₹128Cr
1Y ReturnsNA

BOI AXA Overnight Fund Direct Growth

Fund Performance: The BOI AXA Overnight Fund belongs to the Debt category of BOI AXA Mutual Funds.

Minimum Investment Amount:

Min Investment Amt₹5,000
AUM₹78Cr
1Y Returns3.5%

BOI AXA Arbitrage Fund Direct Growth

Fund Performance: The BOI AXA Arbitrage Fund belongs to the Hybrid category of BOI AXA Mutual Funds.

Minimum Investment Amount:

Min Investment Amt₹500
AUM₹17Cr
1Y Returns2.8%

BOI AXA Flexi Cap Fund Direct Growth

Fund Performance: The BOI AXA Flexi Cap Fund belongs to the Equity category of BOI AXA Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in BOI AXA Flexi Cap Fund via lump sum is ₹5,000 and via SIP is ₹1,000.

Min Investment Amt₹5,000
AUM₹240Cr
1Y Returns8.4%

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