- Mutual Funds
- BOI Mutual Funds
- Bank of India Tax Advantage Fund Eco (PIDCW-A)
Formerly BOI AXA Tax Advantage Eco IDCW-P
Bank of India Tax Advantage Fund Eco (PIDCW-A)
₹ 17.1
NAV (Mar 23)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 17.1
NAV (Mar 23)
Fund Returns
Last 1Y | -0.2% |
Last 3Y | 27.6% |
Last 5Y | 11.5% |
Last 10Y | 16.1% |
Since Inception | 17.5% |
6 Month CAGR | -5.4% |
Scheme Information
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 | 2.15 |
Launched (14y ago) | Feb 25, 2009 |
AUM in Crores | 676.898 |
ISIN | INF761K01132 |
Lock-in | 3 |
Benchmark | S&P BSE 500 India TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 500 |
Standard Deviation (3yr) | 21.7 |
Standard Deviation (5yr) | 20.2 |
Beta (3yr) | 0.9 |
Beta (5yr) | 0.93 |
Sharpe Ratio (3yr) | 0.726 |
Sharpe Ratio (5yr) | 0.375 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Bank of India Tax Advantage Fund Eco (PIDCW-A) | 972,003 | 239,391 | 11.5% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 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.
Asset allocation and Holdings
Top Stock Holdings
icici bank ltd
6.7%hdfc bank ltd
6.3%state bank of india
5.9%treps
4.6%canara bank
3.7%Allocation by Sector
financial services
36.4%industrials
10.8%basic materials
10.5%consumer defensive
10.2%consumer cyclical
7.6%Compare Bank of India Tax Advantage Fund Eco (PIDCW-A)
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 4,641 cr | ||
₹ 10,129 cr | ||
₹ 15,261 cr | ||
₹ 10,129 cr | ||
₹ 15,261 cr |
About the AMC
Bank of India Investment Managers Private Limited
Bank of India Investment Managers Private Limited manages assets worth 3,230 crores and was set up on 13 August 2007. It's current offering of mutual fund schemes includes 29 equity,35 debt and 18 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
28.2% | 18.1% | ||
33.8% | 8.7% | ||
27.7% | 17.4% | ||
40.1% | 24.5% | ||
27.6% | 17.5% |
Bank of India Tax Advantage Fund Eco (PIDCW-A) Review
Bank of India Tax Advantage Fund Eco (PIDCW-A) is a Tax Saving Equity fund and has delivered an annualised return of 17.5% over a period of 14 years. The fund was previously known as BOI AXA Tax Advantage Eco IDCW-P. 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 (PIDCW-A) as of 3/23/2023 is ₹17.10 with the total AUM as of 3/24/2023 is ₹676.898. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bank of India Tax Advantage Fund Eco (PIDCW-A) 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 (PIDCW-A) 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 (PIDCW-A) 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 (PIDCW-A) is rated as a 4 fund in Equity and delivered -0.2% 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 (PIDCW-A).
Frequently Asked Questions
What is Bank of India Tax Advantage Fund Eco (PIDCW-A)?
How to invest in Bank of India Tax Advantage Fund Eco (PIDCW-A)?
You can invest in Bank of India Tax Advantage Fund Eco (PIDCW-A) 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 (PIDCW-A)?
The minimum sip amount for Bank of India Tax Advantage Fund Eco (PIDCW-A) is ₹0. You can invest in multiples of ₹500.
Is Bank of India Tax Advantage Fund Eco (PIDCW-A) good to invest in?
As per Scripbox experts, Bank of India Tax Advantage Fund Eco (PIDCW-A) is a Top Ranked fund. You can investBank of India Tax Advantage Fund Eco (PIDCW-A) 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 (PIDCW-A)?
The expense ratio of the Bank of India Tax Advantage Fund Eco (PIDCW-A) is 2.15% for regular plan.