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 Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) | |
|---|---|---|---|---|---|---|
| BOI AXA Tax Advantage Fund | Equity | Moderately High | 34.9% | 5star | ₹376 | |
| BOI AXA Ultra Short Duration Fund | Debt | Moderately Low | 5.0% | 3star | ₹403 | |
| BOI AXA Mid & Small Cap Equity & Debt Fund | Hybrid | Moderately High | 29.8% | 2star | ₹317 | |
| BOI AXA Manufacturing & Infrastructure Fund | Equity | High | 29.4% | 5star | ₹39 | |
| BOI AXA Liquid Fund | Debt | Moderately Low | 4.1% | 3star | ₹374 | |
| BOI AXA Large & Mid Cap Equity Fund | Equity | Moderately High | 20.1% | 2star | ₹190 | |
| BOI AXA Conservative Hybrid Fund | Hybrid | Moderate | 12.3% | 2star | ₹73 | |
| BOI AXA Small Cap Fund | Equity | Moderately High | 50.7% | 3star | ₹94 | |
| BOI AXA Equity Debt Rebalancer Fund | Hybrid | Moderate | 10.0% | 2star | ₹80 | |
| BOI AXA Short Term Income Fund | Debt | Moderate | -1.0% | 1star | ₹30 | |
| BOI AXA Overnight Fund | Debt | Low | N.A | star | ₹57 | |
| BOI AXA Arbitrage Fund | Equity | Low | 3.7% | star | ₹32 | |
| BOI AXA Multi Cap Fund | Equity | Moderately High | N.A | star | ₹54 | |
| BOI AXA Ultra Short Duration Fund | Debt | Moderately Low | 5.0% | 3star | ₹403 | |
| BOI AXA Credit Risk Fund | Debt | Moderate | -44.6% | 1star | ₹70 | |
| 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 |
|---|---|
| AUM | ₹376Cr |
| 1Y Returns | 34.9% |
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 |
|---|---|
| AUM | ₹403Cr |
| 1Y Returns | 5.0% |
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 |
|---|---|
| AUM | ₹317Cr |
| 1Y Returns | 29.8% |
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 |
|---|---|
| AUM | ₹39Cr |
| 1Y Returns | 29.4% |
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 |
|---|---|
| AUM | ₹374Cr |
| 1Y Returns | 4.1% |
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 |
|---|---|
| AUM | ₹190Cr |
| 1Y Returns | 20.1% |
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 |
|---|---|
| AUM | ₹73Cr |
| 1Y Returns | 12.3% |
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 |
|---|---|
| AUM | ₹94Cr |
| 1Y Returns | 50.7% |
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 |
|---|---|
| AUM | ₹80Cr |
| 1Y Returns | 10.0% |
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 |
|---|---|
| AUM | ₹30Cr |
| 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 |
|---|---|
| AUM | ₹57Cr |
| 1Y Returns | NA |
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 |
|---|---|
| AUM | ₹32Cr |
| 1Y Returns | 3.7% |
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 |
|---|---|
| AUM | ₹54Cr |
| 1Y Returns | NA |
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 |
|---|---|
| AUM | ₹403Cr |
| 1Y Returns | 5.0% |
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 |
|---|---|
| AUM | ₹70Cr |
| 1Y Returns | -44.6% |
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