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 | 1.65% |
| Min subscription | ₹ 500 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 221 |
| AMC AUM (in Crs.) | ₹ 3,626 |
| Min Addition Subscription | ₹ 500 |
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 500 | 500 | 14.74% | |
| 500 | 500 | 8.43% | |
| 500 | 500 | 8.56% | |
| 500 | 500 | 8.59% | |
| 500 | 500 | 11.41% | |
ICICI Prudential Long Term Equity Fund (Tax Saving) Direct Plan | 500 | 500 | 6.97% |
| 500 | 500 | 7.13% | |
| 500 | 500 | 8.59% | |
| 500 | 500 | 9.69% | |
| 500 | 500 | 11.41% | |
| 500 | 500 | 8.56% |
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(%)
| Asset | Percent |
|---|---|
| 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.
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
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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