Formerly BOI AXA Tax Advantage Eco Gr
₹ 129.32
NAV (Sep 29)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 129.32
NAV (Sep 29)
Last 1Y | 25.2% |
Last 3Y | 26% |
Last 5Y | 20.7% |
Last 10Y | 18.7% |
Since Inception | 19.2% |
6 Month CAGR | 25.6% |
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).
Expense Ratio | 2.02 |
Launched (14y ago) | Feb 25, 2009 |
AUM in Crores | 843.134 |
ISIN | INF761K01157 |
Lock-in | 3 |
Benchmark | S&P BSE 500 India TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 500 |
Standard Deviation (3yr) | 14.4 |
Standard Deviation (5yr) | 18 |
Beta (3yr) | 0.9 |
Beta (5yr) | 0.89 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Bank of India Tax Advantage Fund Eco (Growth) | 12,40,145 | 5,07,533 | 20.7% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
hdfc bank ltd
4.9%state bank of india
4.9%bank of baroda
3.7%power finance corp ltd
3.4%canara bank
3.4%financial services
34.4%industrials
13.5%basic materials
9.4%consumer cyclical
8.8%consumer defensive
8.6%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 11,862 cr | ||
₹ 17,630 cr | ||
₹ 11,197 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
Bank of India Investment Managers Private Limited
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
26% | 19.2% | ||
32.6% | 10.4% | ||
25.6% | 18.6% | ||
35.5% | 29.1% | ||
27% | 15.5% |
Bank of India Tax Advantage Fund Eco (G) is a Tax Saving Equity fund and has delivered an annualised return of 19.2% over a period of 14 years. The fund was previously known as BOI AXA Tax Advantage Eco Gr. The fund is managed by Bank of India Investment Managers Private Limited. The fund managers are Aakash Manghani, Alok Singh.
Nav of Bank of India Tax Advantage Fund Eco (G) as of 9/29/2023 is ₹129.32 with the total AUM as of 10/3/2023 is ₹843.134. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bank of India Tax Advantage Fund Eco (G) was launched on Feb 25, 2009. The category risk of the fund is Very High Risk.
The minimum SIP amount for Bank of India Tax Advantage Fund Eco (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹500. Check your estimated returns on mutual funds by using sip calculator.
Bank of India Tax Advantage Fund Eco (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 500 India TR INR.
Bank of India Tax Advantage Fund Eco (G) is rated as a 4 fund in Equity and delivered 25.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Bank of India Tax Advantage Fund Eco (G).
What is Bank of India Tax Advantage Fund Eco (G)?
How to invest in Bank of India Tax Advantage Fund Eco (G)?
You can invest in Bank of India Tax Advantage Fund Eco (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Bank of India Tax Advantage Fund Eco (G)?
The minimum sip amount for Bank of India Tax Advantage Fund Eco (G) is ₹0. You can invest in multiples of ₹500.
Is Bank of India Tax Advantage Fund Eco (G) good to invest in?
As per Scripbox experts, Bank of India Tax Advantage Fund Eco (G) is a Top Ranked fund. You can investBank of India Tax Advantage Fund Eco (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Bank of India Tax Advantage Fund Eco (G)?
The expense ratio of the Bank of India Tax Advantage Fund Eco (G) is 2.02% for regular plan.