BOI AXA Tax Advantage Fund-Direct Plan
The Scheme seeks to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities across all market capitalisations. The Scheme is in the nature of diversified multi-cap fund. The Scheme is not providing any assured or guaranteed returns.(There can be no assurance that the investment objectives of the Scheme will be realized.)
Suitability
Long-term capital growth.
• Investment in equity and equity-related securities of companies across market capitalisations.
Fund Info
Scheme Type
Open-ended
Scheme Category
ELSS (Tax Savings)
Benchmark Type
Nifty 50 Index
Scheme AUM (in Crs.)
₹ 199.96
Expense Ratio
1.66%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 4173
Min Subscription
₹ 500
Min Addition Subscription
₹ 500
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | ELSS (Tax Savings) |
| Benchmark Type | Nifty 50 Index |
| Scheme AUM (in Crs.) | ₹ 199.96 |
| Expense Ratio | 1.66% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 4173 |
| Min Subscription | ₹ 500 |
| Min Addition Subscription | ₹ 500 |
Performance
Comparison
Portfolio
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
HDFC Bank Ltd.
Equity
4.62
Indusind Bank Ltd.
Equity
4.34
Bajaj Finance Ltd.
Equity
3.77
Graphite India Ltd.
Equity
3.22
Cholamandalam Investment & Finance Co. Ltd.
Equity
2.90
Yes Bank Ltd.
Equity
2.83
HEG Ltd.
Equity
2.72
TeamLease Services Ltd.
Equity
2.60
Aarti Industries Ltd.
Equity
2.56
Dilip Buildcon Ltd.
Equity
2.43
Sector Allocation(%)
Sector
Percent
Automobile
9.10
Services
8.55
Chemicals
6.54
Financial
32.12
Engineering
12.55
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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