BOI AXA Tax Advantage Fund-Direct Plan

Scheme Type
Open-ended
Scheme Category
ELSS (Tax Savings)
Benchmark Type
Nifty 50 Index
Scheme AUM (in Crs.)
₹ 193.55
Expense Ratio
1.67%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 4173
Min Subscription
₹ 500
Min Addition Subscription
₹ 500
Performance
Comparison
Portfolio
Details
Analysis
51.16
(-0.33 %)
NAV as on 2019-01-23
Returns
Fund
BOI AXA Tax Advantage Fund-Direct Plan
1 Year
-19.11%
3 Year
12.65%
5 Year
14.73%
AMC Details
amc launch date
Launch Date
31 Mar 2008
amc sponsor
Sponsor
NA
amc email
Email
amc phone
Phone
022 - 40479000
amc address
Address
BOI AXA Mutual Fund, -
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
No Exit load, if redeemed after 0 years.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
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.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,674
Portfolio Value
-326
Total Returns