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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| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) | |
|---|---|---|---|---|---|---|
| BOI AXA Tax Advantage Fund | Equity | Moderately High | -12.3% | 4star | ₹280 | |
| BOI AXA Ultra Short Duration Fund | Debt | Moderately Low | 7.0% | 4star | ₹295 | |
| BOI AXA Mid & Small Cap Equity & Debt Fund | Hybrid | Moderately High | -21.6% | 2star | ₹343 | |
| BOI AXA Manufacturing & Infrastructure Fund | Equity | High | -23.7% | 4star | ₹39 | |
| BOI AXA Liquid Fund | Debt | Low | 6.0% | 2star | ₹422 | |
| BOI AXA Large & Mid Cap Equity Fund | Equity | Moderately High | -21.0% | 2star | ₹183 | |
| BOI AXA Conservative Hybrid Fund | Hybrid | Moderate | -12.4% | 1star | ₹100 | |
| BOI AXA Small Cap Fund | Equity | Moderately High | -16.6% | 3star | ₹57 | |
| BOI AXA Equity Debt Rebalancer Fund | Hybrid | Moderately High | -15.4% | 1star | ₹111 | |
| BOI AXA Short Term Income Fund | Debt | Moderate | -11.3% | 1star | ₹42 | |
| BOI AXA Ultra Short Duration Fund | Debt | Moderately Low | 7.0% | 4star | ₹295 | |
| BOI AXA Credit Risk Fund | Debt | Moderate | -42.7% | 1star | ₹179 | |
| View All Top 10 Boi Axa Mutual Funds |
Now let us jump and check about these top 10 mutual fund schemes.
Fund Performance: This fund has given 1.84% annualized returns in the last three years. In the last year, its returns were -12.29%. 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 -12.29% 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 | ₹280Cr |
| 1Y Returns | -12.3% |
Fund Performance: This fund has given 7.55% annualized returns in the last three years. In the last year, its returns were 6.99%. 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 6.99% 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 | ₹295Cr |
| 1Y Returns | 7.0% |
Fund Performance: This fund has given -2.97% annualized returns in the last three years. In the last year, its returns were -21.62%. 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 -21.62% 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 | ₹343Cr |
| 1Y Returns | -21.6% |
Fund Performance: This fund has given -5.03% annualized returns in the last three years. In the last year, its returns were -23.7%. 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 -23.7% 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 |
|---|---|
| AUM | ₹39Cr |
| 1Y Returns | -23.7% |
Fund Performance: This fund has given 6.83% annualized returns in the last three years. In the last year, its returns were 6.03%. 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 6.03% 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 | ₹422Cr |
| 1Y Returns | 6.0% |
Fund Performance: This fund has given -4.36% annualized returns in the last three years. In the last year, its returns were -21.03%. 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 -21.03% 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 | ₹183Cr |
| 1Y Returns | -21.0% |
Fund Performance: This fund has given -0.88% annualized returns in the last three years. In the last year, its returns were -12.36%. 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 -12.36% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹2,00,000. Minimum SIP investment amount required for this scheme is ₹1,000.
| Min Investment Amt | ₹2,00,000 |
|---|---|
| AUM | ₹100Cr |
| 1Y Returns | -12.4% |
Fund Performance: This fund has given NA annualized returns in the last three years. In the last year, its returns were -16.59%. 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 -16.59% 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 |
|---|---|
| AUM | ₹57Cr |
| 1Y Returns | -16.6% |
Fund Performance: This fund has given -2.49% annualized returns in the last three years. In the last year, its returns were -15.36%. 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 -15.36% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹2,00,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹2,00,000 |
|---|---|
| AUM | ₹111Cr |
| 1Y Returns | -15.4% |
Fund Performance: This fund has given 0.51% annualized returns in the last three years. In the last year, its returns were -11.27%. 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 -11.27% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹2,00,000. Minimum SIP investment amount required for this scheme is ₹1,000.
| Min Investment Amt | ₹2,00,000 |
|---|---|
| AUM | ₹42Cr |
| 1Y Returns | -11.3% |
Fund Performance: This fund has given 7.55% annualized returns in the last three years. In the last year, its returns were 6.99%. 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 6.99% returns in the last one year. . Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹295Cr |
| 1Y Returns | 7.0% |
Fund Performance: This fund has given -14.66% annualized returns in the last three years. In the last year, its returns were -42.7%. 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 -42.7% returns in the last one year. . .
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹179Cr |
| 1Y Returns | -42.7% |
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