• Mutual Funds
  • BOI AXA Mutual Funds
  • BOI AXA Balanced Advantage of Income Dist cum Cap Wdrl fund (RIDCW-Q)

Formerly BOI AXA Equity Dbt Rebalancer Reg IDCW-R

BOI AXA Mutual Funds

BOI AXA Balanced Advantage of Income Dist cum Cap Wdrl fund (RIDCW-Q)

HybridDynamic Asset Allocation Or Balanced Advantage

11.4788

NAV (Dec 03)

3.9%
5 Year CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in dynamic asset allocation or balanced advantage mutual funds.

However, Scripbox does not recommend investing in dynamic asset allocation or balanced advantage mutual funds.

Dynamic Asset Allocation funds change their exposure to debt and equity dynamically - taking a call on market valuation & conditions.

This makes their performance difficult to assess.

With a high Equity component, the impact of market fluctuations on these funds is high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

7 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

62 Cr. Negligible within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

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Historical NAV

11.4788

NAV (Dec 3)

Fund Returns

Last 1Y

9.1%

Last 3Y

3.5%

Last 5Y

3.9%

Last 10Y

NA

Since Inception

5.6%

6 Month CAGR

3.1%

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Scheme Information

Investment Objective

The Fund aims at providing long term capital appreciation / income from a dynamic mix of equity and debt investments. There is no assurance that the investment objectives of the Scheme will be realized and the Scheme does not assure or guarantee any returns.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Moderate Risk

Expense Ratio

2.25

Launched (7y ago)

Mar 14, 2014

AUM in Crores

61.254

ISIN

INF761K01BQ1

Lock-in

No Lock-in

Benchmark

Nifty 50 Hybrid Comp Debt 50:50 PR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Ajay Khandelwal

Fund Manager

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Alok Singh

Fund Manager

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Mithraem Bharucha

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
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comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,193 cr

5

₹ 18,740 cr

5

₹ 3,414 cr

5

₹ 2,707 cr

5

₹ 1,256 cr

5

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About the AMC

BOI AXA Investment Mngrs Private Ltd

BOI AXA Investment Mngrs Private Ltd manages assets worth 2,768 crores and was set up on 12 April 2007. It's current offering of mutual fund schemes includes 29 equity,24 debt and 25 hybrid funds.

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  • tel-amc-about
    022-40479000
  • mail-amc-about
    service@boiaxa-im.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    4.7%

    6.8%

    28.4%

    20.4%

    -

    0%

    27.7%

    19.8%

    5.3%

    7.3%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    Equity

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    Equity

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    Equity

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    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About BOI AXA Balanced Advantage of Income Dist cum Cap Wdrl fund (RIDCW-Q)

    About BOI AXA Balanced Advantage of Income Dist cum Cap Wdrl fund (RIDCW-Q)

    BOI AXA Balanced Advantage of Income Dist cum Cap Wdrl fund (RIDCW-Q) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 5.6% over a period of 7 years. The fund was previously known as BOI AXA Equity Dbt Rebalancer Reg IDCW-R . The fund is managed by BOI AXA Investment Mngrs Private Ltd. The fund managers are Ajay Khandelwal, Alok Singh, Mithraem Bharucha

    BOI AXA Balanced Advantage of Income Dist cum Cap Wdrl fund (RIDCW-Q) Investment Objective

    The Fund aims at providing long term capital appreciation / income from a dynamic mix of equity and debt investments. There is no assurance that the investment objectives of the Scheme will be realized and the Scheme does not assure or guarantee any returns. . However, there is no assurance that the objective of the scheme will be realized.

    BOI AXA Balanced Advantage of Income Dist cum Cap Wdrl fund (RIDCW-Q) NAV,AUM,Risk

    The BOI AXA Balanced Advantage of Income Dist cum Cap Wdrl fund (RIDCW-Q) fund was launched on Mar 14, 2014. The NAV (Net Asset Value) of this Dynamic Asset Allocation Or Balanced Advantage Hybrid fund as of 2021-12-03 is ₹11.48. The total AUM (Asset Under Management) of the fund as of 06/12/2021 is ₹61.254. The category risk of the BOI AXA Balanced Advantage of Income Dist cum Cap Wdrl fund (RIDCW-Q) fund is Moderate Risk. The fund charges 2.25 % as expense ratio.

    BOI AXA Balanced Advantage of Income Dist cum Cap Wdrl fund (RIDCW-Q) Holdings

    The fund’s highest allocation is towards Others and has invested 57.6% in this asset class. The top three holdings of the fund are , net receivables / (payables) , reliance industries ltd , 364 dtb 24032022 , irb invit fund units 2017-series iv , tata consumer products ltd , india grid trust units series - iv , treps , future on reliance industries ltd , 364 dtb 06012022 , future on sun pharmaceuticals industries ltd , sun pharmaceuticals industries ltd , boi axa arbitrage dir gr , divi's laboratories ltd , future on tata consumer products ltd , icici bank ltd , future on icici bank ltd , tata consultancy services ltd , future on tata power co ltd , tata power co ltd , future on jsw steel ltd , jsw steel ltd , housing development finance corp ltd , future on divi's laboratories ltd , asian paints ltd , future on united spirits ltd , united spirits ltd , larsen & toubro ltd , info edge (india) ltd , marico ltd , future on marico ltd , hdfc bank ltd , future on info edge (india) ltd , avenue supermarts ltd , ultratech cement ltd , hindustan unilever ltd , future on hindustan unilever ltd , mahindra & mahindra ltd , dr reddy's laboratories ltd , future on housing development finance corp ltd , future on tata consultancy services ltd , nestle india ltd , state bank of india , future on state bank of india , bharti airtel ltd , icici lombard general insurance co ltd , mphasis ltd , future on mphasis ltd , future on asian paints ltd , muthoot finance ltd , itc ltd , future on muthoot finance ltd , future on adani ports & special economic zone ltd , adani ports & special economic zone ltd , kotak mahindra bank ltd , titan co ltd

    BOI AXA Balanced Advantage of Income Dist cum Cap Wdrl fund (RIDCW-Q) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹1000 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 ₹ 5000.

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