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  • BOI AXA Tax Advantage Fund Eco (Growth)

Formerly Bharti AXA Tax Advantage Eco Gr

BOI AXA Mutual Funds

BOI AXA Tax Advantage Fund Eco (Growth)

EquityTax Saving

Top Ranked

107.82

NAV (Oct 25)

20%
5 Year CAGR
Scripbox Opinion

Top Ranked

BOI AXA Tax Advantage Fund Eco (Growth) is a good choice within tax saving mutual funds.

Scripbox recommends other funds for investment in tax saving.

Click here to see our recommendations.

Tax saving funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Track Record

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

Relative Size

518 Cr. Medium within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

Invest in this fund
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Tax Saver Plan

Tax Saver Plan

Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
  • graph-icon-gray
    3 Years
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    Save Tax

No single fund can achieve what a plan can. Learn why

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Historical NAV

107.82

NAV (Oct 25)

Fund Returns

Last 1Y
61.3%
Last 3Y
32%
Last 5Y
20%
Last 10Y
17.8%
Since Inception
20.7%
6 Month CAGR
27.4%
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Scheme Information

Investment 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.)

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Very High Risk

Expense Ratio
2.33
Launched (12y ago)
Feb 25, 2009
AUM in Crores
517.489
ISIN
INF761K01157
Lock-in
3
Benchmark
S&P BSE 500 India TR INR
SIP Minimum
0
Lumpsum Min.
500
Fund Managers
user-avatar

Aakash Manghani

Fund Manager

calculator

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.

build-long-item-wealth-img

Tax Saver Plan

Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

  • Inflation beating returns
    Inflation beating returns
  • Save Tax
    Save Tax
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record

SBI Focused Equity Fund (G)

recommended-badge

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

amc-icon

About the AMC

BOI AXA Investment Mngrs Private Ltd

BOI AXA Investment Mngrs Private Ltd manages assets worth 2,580 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
    top-ranked-badge

    32%

    20.7%

    top-ranked-badge

    4.8%

    6.8%

    top-ranked-badge

    0%

    0%

    top-ranked-badge

    31.2%

    20%

    top-ranked-badge

    5.5%

    7.4%

    growth

    Tax Saver Plan

    Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      3 Years
    • graph-icon-gray
      Save Tax
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Mirae Asset Tax Saver Fund (Growth)

    Mirae Asset Tax Saver Fund (Growth)

    Equity

    Tax Saving

    Canara Robeco Equity Taxsaver fund (Growth)

    Canara Robeco Equity Taxsaver fund (Growth)

    Equity

    Tax Saving

    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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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers
    We manage to deliver better strategies to people who trust us.

    We thrive on trust. You don’t need to just take our word for it! Get started with your wealth creation without worry.

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    Investing has helped me dream bigger for my life
    Dr. Shraddha BahirwaniSr. Dental Consultant

    About BOI AXA Tax Advantage Fund Eco (G)

    About BOI AXA Tax Advantage Fund Eco (G)

    BOI AXA Tax Advantage Fund Eco (G) is a Tax Saving Equity fund and has delivered an annualised return of 20.7% over a period of 12 years. The fund was previously known as Bharti AXA Tax Advantage Eco Gr . The fund is managed by BOI AXA Investment Mngrs Private Ltd. The fund manager’s name is Aakash Manghani

    BOI AXA Tax Advantage Fund Eco (G) Investment 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.) . However, there is no assurance that the objective of the scheme will be realized.

    BOI AXA Tax Advantage Fund Eco (G) NAV,AUM,Risk

    The BOI AXA Tax Advantage Fund Eco (G) fund was launched on Feb 25, 2009. The NAV (Net Asset Value) of this Tax Saving Equity fund as of 2021-10-25 is ₹107.82. The total AUM (Asset Under Management) of the fund as of 26/10/2021 is ₹517.489. The category risk of the BOI AXA Tax Advantage Fund Eco (G) fund is Very High Risk. The fund charges 2.33 % as expense ratio.

    BOI AXA Tax Advantage Fund Eco (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 97% in this asset class. The top three holdings of the fund are , icici bank ltd , hdfc bank ltd , infosys ltd , bajaj finance ltd , divi's laboratories ltd , pi industries ltd , coforge ltd , deepak nitrite ltd , treps , laurus labs ltd , mphasis ltd , reliance industries ltd , srf ltd , navin fluorine international ltd , cholamandalam investment and finance co ltd , j.b. chemicals & pharmaceuticals ltd , astral ltd , tata consumer products ltd , kotak mahindra bank ltd , jubilant foodworks ltd , tata elxsi ltd , apl apollo tubes ltd , prince pipes and fittings ltd ordinary shares , tube investments of india ltd ordinary shares , asian paints ltd , larsen & toubro infotech ltd , dixon technologies (india) ltd , vinati organics ltd , mastek ltd , jk cement ltd , route mobile ltd ordinary shares , housing development finance corp ltd , max financial services ltd , sona blw precision forgings ltd , bajaj finserv ltd , gujarat gas ltd , axis bank ltd , max healthcare institute ltd ordinary shares , dalmia bharat ltd , avenue supermarts ltd , sundaram fasteners ltd , angel one ltd ordinary shares , gland pharma ltd , crompton greaves consumer electricals ltd , l&t technology services ltd , greenpanel industries ltd ordinary shares , birlasoft ltd , clean science and technology ltd , radico khaitan ltd , metropolis healthcare ltd , sequent scientific ltd , lux industries ltd , info edge (india) ltd , krishna institute of medical sciences ltd , icici prudential life insurance company limited , nazara technologies ltd , polycab india ltd , saregama india ltd , endurance technologies ltd , balkrishna industries ltd , aavas financiers ltd , minda industries ltd , tci express ltd , solara active pharma sciences ltd ordinary shares , net receivables / (payables) , 182 dtb 06012022

    BOI AXA Tax Advantage Fund Eco (G) Sip

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

    BOI AXA Tax Advantage Fund Eco (G) Investment volatility and Horizon

    This fund 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

    BOI AXA Tax Advantage Fund Eco (G) Review

    BOI AXA Tax Advantage Fund Eco (G) has a score of 4 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, BOI AXA Tax Advantage Fund Eco (G) has a score of 3 out of 5 Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.

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