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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 FundEquityVery High68.5%4star417
BOI AXA Ultra Short Duration FundDebtLow to Moderate4.6%3star294
BOI AXA Mid & Small Cap Equity & Debt FundHybridVery High64.7%1star303
BOI AXA Manufacturing & Infrastructure FundEquityVery High78.1%5star46
BOI AXA Liquid FundDebtLow to Moderate3.6%3star235
BOI AXA Large & Mid Cap Equity FundEquityVery High54.8%2star181
BOI AXA Conservative Hybrid FundHybridModerate14.8%2star59
BOI AXA Small Cap FundEquityVery High106.1%3star119
BOI AXA Equity Debt Rebalancer FundHybridModerate17.4%1star71
BOI AXA Short Term Income FundDebtModerate-2.9%1star26
BOI AXA Overnight FundDebtLow3.3%star17
BOI AXA Arbitrage FundEquityLow3.2%star32
BOI AXA Flexi Cap FundEquityVery HighN.Astar71
BOI AXA Ultra Short Duration FundDebtLow to Moderate4.6%3star294
BOI AXA Credit Risk FundDebtVery High-43.1%1star71
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 13.42% annualized returns in the last three years. In the last year, its returns were 68.52%. 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 68.52% 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
AUM417Cr
1Y Returns68.5%

BOI AXA Ultra Short Duration Fund Direct Growth

Fund Performance: This fund has given 6.45% annualized returns in the last three years. In the last year, its returns were 4.59%. 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 4.59% 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
AUM294Cr
1Y Returns4.6%

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

Fund Performance: This fund has given 7.73% annualized returns in the last three years. In the last year, its returns were 64.7%. 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 64.7% 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
AUM303Cr
1Y Returns64.7%

BOI AXA Manufacturing & Infrastructure Direct Growth

Fund Performance: This fund has given 6.53% annualized returns in the last three years. In the last year, its returns were 78.08%. 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 78.08% 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
AUM46Cr
1Y Returns78.1%

BOI AXA Liquid Fund Direct Growth

Fund Performance: This fund has given 5.68% annualized returns in the last three years. In the last year, its returns were 3.58%. 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 3.58% 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 ₹500.

Min Investment Amt₹5,000
AUM235Cr
1Y Returns3.6%

BOI AXA Large & Mid Cap Equity 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 54.77%. 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 54.77% 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
AUM181Cr
1Y Returns54.8%

BOI AXA Conservative Hybrid Fund Direct Growth

Fund Performance: This fund has given 0.97% annualized returns in the last three years. In the last year, its returns were 14.84%. 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 14.84% 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
AUM59Cr
1Y Returns14.8%

BOI AXA Small Cap Fund Direct Growth

Fund Performance: In the last year, its returns were 106.1%. 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 106.1% 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
AUM119Cr
1Y Returns106.1%

BOI AXA Equity Debt Rebalancer Fund Direct Growth

Fund Performance: This fund has given 2.25% annualized returns in the last three years. In the last year, its returns were 17.45%. 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 17.45% 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
AUM71Cr
1Y Returns17.4%

BOI AXA Short Term Income 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 -2.9%. 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 -2.9% 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
AUM26Cr
1Y Returns-2.9%

BOI AXA Overnight Fund Direct Growth

Fund Performance: In the last year, its returns were 3.25%. 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 3.25% 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
AUM17Cr
1Y Returns3.3%

BOI AXA Arbitrage Fund Direct Growth

Fund Performance: In the last year, its returns were 3.17%. 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 3.17% 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 Returns3.2%

BOI AXA Flexi 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
AUM71Cr
1Y ReturnsNA

BOI AXA Ultra Short Duration Fund Direct Bonus

Fund Performance: This fund has given 6.45% annualized returns in the last three years. In the last year, its returns were 4.59%. 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 4.59% returns in the last one year. . Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM294Cr
1Y Returns4.6%

BOI AXA Credit Risk Fund Direct Growth

Fund Performance: This fund has given -32.28% annualized returns in the last three years. In the last year, its returns were -43.13%. 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 -43.13% returns in the last one year. . .

Min Investment Amt₹5,000
AUM71Cr
1Y Returns-43.1%

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