Formerly BOI AXA Tax Advantage Reg Gr
₹ 132.1
NAV (Dec 06)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 132.1
NAV (Dec 6)
Last 1Y | 26.2% |
Last 3Y | 23.9% |
Last 5Y | 22.6% |
Last 10Y | 18.1% |
Since Inception | 19.1% |
6 Month CAGR | 25.3% |
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 | 2.26 |
Launched (14y ago) | Feb 25, 2009 |
AUM in Crores | 860.308 |
ISIN | INF761K01181 |
Lock-in | 3 |
Benchmark | S&P BSE 500 India TR INR |
SIP Minimum | 500 |
Lumpsum Min. | 500 |
Standard Deviation (3yr) | 14.7 |
Standard Deviation (5yr) | 18.4 |
Beta (3yr) | 0.96 |
Beta (5yr) | 0.9 |
Sharpe Ratio (3yr) | 1.144 |
Sharpe Ratio (5yr) | 0.879 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Bank of India Tax Advantage Fund (Growth) | 13,06,588 | 5,73,976 | 22.6% | |
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.
state bank of india
5.1%canara bank
4%power finance corp ltd
4%bank of baroda
3.8%ntpc ltd
3.5%financial services
36.9%industrials
12.7%consumer cyclical
10.8%basic materials
8.5%healthcare
7.3%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 11,883 cr | ||
₹ 11,693 cr | ||
₹ 17,531 cr | ||
₹ 10,182 cr | ||
₹ 9,101 cr |
Bank of India Investment Managers Private Limited
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
24.3% | 19.7% | ||
31.6% | 11.1% | ||
23.9% | 19.1% | ||
35.3% | 30.7% | ||
26.3% | 16.4% |
Bank of India Tax Advantage Fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 19.1% over a period of 14 years. The fund was previously known as BOI AXA Tax Advantage Reg 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 (G) as of 12/6/2023 is ₹132.10 with the total AUM as of 12/7/2023 is ₹860.308. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bank of India Tax Advantage Fund (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 (G) is ₹500 and you can increase this in multiples of ₹500. 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 (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 (G) is rated as a 4 fund in Equity and delivered 26.2% 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 (G).
What is Bank of India Tax Advantage Fund (G)?
How to invest in Bank of India Tax Advantage Fund (G)?
You can invest in Bank of India Tax Advantage Fund (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 (G)?
The minimum sip amount for Bank of India Tax Advantage Fund (G) is ₹500. You can invest in multiples of ₹500.
Is Bank of India Tax Advantage Fund (G) good to invest in?
As per Scripbox experts, Bank of India Tax Advantage Fund (G) is a Top Ranked fund. You can investBank of India Tax Advantage Fund (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 (G)?
The expense ratio of the Bank of India Tax Advantage Fund (G) is 2.26% for regular plan.