BOI AXA Tax Advantage Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Tax Planning
Benchmark Type
Nifty 50 Index
Scheme AUM (in Crs.)
₹ 182.73
Expense Ratio
1.92%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 5872
Min Subscription
₹ 500
Min Addition Subscription
₹ 500
Performance
Comparison
Portfolio
Details
Analysis
51.93
(0.58 %)
NAV as on 2018-11-19
Returns
Fund
BOI AXA Tax Advantage Fund - Direct Plan
1 Year
-8.88%
3 Year
10.44%
5 Year
15.75%
AMC Details
amc launch date
Launch Date
31 Mar 2008
amc sponsor
Sponsor
NA
amc email
Email
service@boiaxa-im.com
amc phone
Phone
022 - 40479000
amc address
Address
BOI AXA Investment Managers Pvt. Ltd. B204, Tower 1, Peninsula Corporate Park, Ganpatrao Kadam, Mumbai 400055
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
N.A.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The scheme seeks to build a diversified portfolio of stocks of companies having sustainable business models, without any bias of market capitalisation and sector. The scheme will follow top-down approach of equity selection.
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
5,847
Portfolio Value
-153
Total Returns