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.)
₹ 220.71
Expense Ratio
1.65%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 3626
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.) | ₹ 220.71 |
| Expense Ratio | 1.65% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 3626 |
| Min Subscription | ₹ 500 |
| Min Addition Subscription | ₹ 500 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
Bajaj Finance Ltd
Equity
5
HDFC Bank Ltd
Equity
5
ICICI Bank Ltd
Equity
4
Axis Bank Ltd
Equity
4
Cblo
Cash - Collateral
4
Kotak Mahindra Bank Ltd
Equity
3
Aarti Industries Ltd
Equity
3
Reliance Industries Ltd
Equity
3
Divi's Laboratories Ltd
Equity
3
Vinati Organics Ltd
Equity
3
Asset Allocation(%)
Equity
96
Cash - Collateral
4
Cash
0
Sector Allocation(%)
Sector
Percent
Banks - Regional - Asia
16
Credit Services
9
Information Technology Services
7
Diversified Industrials
5
Specialty Chemicals
5
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.
Launch Date
31 Mar 2008
Sponsor
NA
Email
Phone
1800 - 102 - 4444
Address
B/204, Tower 1, Peninsula Corporate Park,,Ganpatrao Kadam Marg, Lower Parel, Mumbai 400013, Mumbai - 400013
BOI AXA Mutual Fund
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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