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 High-12.3%4star280
BOI AXA Ultra Short Duration FundDebtModerately Low7.0%4star295
BOI AXA Mid & Small Cap Equity & Debt FundHybridModerately High-21.6%2star343
BOI AXA Manufacturing & Infrastructure FundEquityHigh-23.7%4star39
BOI AXA Liquid FundDebtLow6.0%2star422
BOI AXA Large & Mid Cap Equity FundEquityModerately High-21.0%2star183
BOI AXA Conservative Hybrid FundHybridModerate-12.4%1star100
BOI AXA Small Cap FundEquityModerately High-16.6%3star57
BOI AXA Equity Debt Rebalancer FundHybridModerately High-15.4%1star111
BOI AXA Short Term Income FundDebtModerate-11.3%1star42
BOI AXA Ultra Short Duration FundDebtModerately Low7.0%4star295
BOI AXA Credit Risk FundDebtModerate-42.7%1star179
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 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
AUM280Cr
1Y Returns-12.3%

BOI AXA Ultra Short Duration Fund Direct Growth

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
AUM295Cr
1Y Returns7.0%

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

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
AUM343Cr
1Y Returns-21.6%

BOI AXA Manufacturing & Infrastructure Direct Growth

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
AUM39Cr
1Y Returns-23.7%

BOI AXA Liquid Fund Direct Growth

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
AUM422Cr
1Y Returns6.0%

BOI AXA Large & Mid Cap Equity Fund Direct Growth

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
AUM183Cr
1Y Returns-21.0%

BOI AXA Conservative Hybrid Fund Direct Growth

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
AUM100Cr
1Y Returns-12.4%

BOI AXA Small Cap Fund Direct Growth

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
AUM57Cr
1Y Returns-16.6%

BOI AXA Equity Debt Rebalancer Fund Direct Growth

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
AUM111Cr
1Y Returns-15.4%

BOI AXA Short Term Income Fund Direct Growth

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
AUM42Cr
1Y Returns-11.3%

BOI AXA Ultra Short Duration Fund Direct Bonus

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
AUM295Cr
1Y Returns7.0%

BOI AXA Credit Risk Fund Direct Growth

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
AUM179Cr
1Y Returns-42.7%

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