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 Class	Equity
Scheme Category	ELSS (Tax Savings)
Benchmark Type	Nifty 50 Index
Expense Ratio	1.33%
Min subscription	₹ 500

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 226
AMC AUM (in Crs.)	₹ 3,626
Min Addition Subscription	₹ 500

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Mirae Asset Tax Saver Fund - Direct Plan	500	500	19.0%
BOI AXA Tax Advantage Fund - Direct Plan	500	500	15.19%
IDFC Tax Advantage (ELSS) Fund - Direct Plan	500	500	12.94%
Aditya Birla Sun Life Tax Relief 96 - Direct Plan	500	500	13.69%
Axis Long Term Equity Fund - Direct Plan	500	500	18.17%
ICICI Prudential Long Term Equity Fund ( Tax Saving) - Direct Plan	500	500	11.51%
L&T Tax Advantage Fund - Direct Plan	500	500	11.31%
Aditya Birla Sun Life Tax Relief 96 - Direct Plan	500	500	13.69%
Tata India Tax Savings Fund - Direct Plan	500	500	15.39%
Axis Long Term Equity Fund - Direct Plan	500	500	18.17%
IDFC Tax Advantage (ELSS) Fund - Direct Plan	500	500	12.94%

Top 10 Holdings

Company	Holding Type	Asset(%)
Cblo	Cash - Collateral	9
Bajaj Finance Ltd	Equity	6
ICICI Bank Ltd	Equity	6
HDFC Bank Ltd	Equity	5
Kotak Mahindra Bank Ltd	Equity	3
Tata Consultancy Services Ltd	Equity	3
Infosys Ltd	Equity	3
Housing Development Finance Corp Ltd	Equity	3
Axis Bank Ltd	Equity	3
Reliance Industries Ltd	Equity	3

Asset Allocation(%)

Asset	Percent
Equity	92
Cash - Collateral	9
Cash	0
Bond - Corporate Bond	0

Sector Allocation(%)

Sector	Percent
Banks - Regional - Asia	18
Information Technology Services	10
Credit Services	10
Cash - Collateral	9
Diversified Industrials	7

BOI AXA Mutual Fund

AUM

₹3,626 Cr

About

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 percent.##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 objective of investors as its focal point.

Phone

1800 - 102 - 4444

Address

B/204, Tower 1, Peninsula Corporate Park,,Ganpatrao Kadam Marg, Lower Parel, Mumbai 400013, Mumbai - 400013

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment Duration

Years

Months

Investment Amount

₹ 10000

Return Amount

₹ 4185

Return Rate

6 %

Duration

6y 0m

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