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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)
Expense Ratio	1.57%
Min subscription	₹ 500

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 593
AMC AUM (in Crs.)	₹ 3,626
Min Addition Subscription	₹ 500

Benchmark Type

S&P BSE 200 India TR INR

Exit Load

Units locked in for 3 years, No exit load

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Mirae Asset Tax Saver Fund - Direct Plan	500	500	17.11%
Axis Long Term Equity Fund - Direct Plan	500	500	8.95%
ICICI Prudential Long Term Equity Fund ( Tax Saving) - Direct Plan	500	500	12.11%
L&T Tax Advantage Fund - Direct Plan	500	500	8.82%
Aditya Birla Sun Life Tax Relief 96 - Direct Plan	500	500	6.86%
Tata India Tax Savings Fund - Direct Plan	500	500	11.89%
Axis Long Term Equity Fund - Direct Plan	500	500	8.95%
IDFC Tax Advantage (ELSS) Fund - Direct Plan	500	500	16.55%

Top 10 Holdings

Company	Holding Type	Asset(%)
ICICI Bank Ltd	Equity	6
HDFC Bank Ltd	Equity	5
Infosys Ltd	Equity	5
Bajaj Finance Ltd	Equity	4
Treps	Cash - Repurchase Agreement	3
Reliance Industries Ltd	Equity	3
Cholamandalam Investment and Finance Co Ltd	Equity	3
Kotak Mahindra Bank Ltd	Equity	2
State Bank of India	Equity	2
Mphasis Ltd	Equity	2

Asset Allocation(%)

Asset	Percent
Equity	97
Cash - Repurchase Agreement	3
Cash	0
Bond - Gov't Treasury	0

Sector Allocation(%)

Sector	Percent
Financial Services	31
Consumer Cyclical	14
Technology	14
Basic Materials	13
Industrials	7

Fund Manager

Alok Singh

0+ years of experience

Aakash Manghani

2+ years of experience

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.

service@boiaxa-im.com

Phone

1800 - 102 - 4444

Address

BOI AXA Investment Managers Private Limited,B/204, Tower 1, Peninsula Corporate Park,,Ganpatrao Kadam Marg,,Lower Parel, Mumba, Mumbai - 400 013

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m