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    • BOI AXA Tax Advantage Fund (Growth)

    Formerly Bharti AXA Tax Advantage Reg Gr

    BOI AXA Mutual Funds

    BOI AXA Tax Advantage Fund (Growth)

    EquityTax Saving

    Top Ranked

    103.05

    NAV (Sep 23)

    20.1%
    5 Year CAGR
    Scripbox Opinion

    Top Ranked

    BOI AXA Tax Advantage Fund (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

    513 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
    Explore similar funds with a Scripbox plan. Explore the plan below.
    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.

    • 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

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

    chart-amc-about

    Historical NAV

    103.05

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    73.6%
    Last 3Y
    26%
    Last 5Y
    20.1%
    Last 10Y
    18%
    Since Inception
    20.4%
    6 Month CAGR
    31.1%
    info-icon-blue

    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

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    2.54
    Launched (12y ago)
    Feb 25, 2009
    AUM in Crores
    512.069
    ISIN
    INF761K01181
    Lock-in
    3
    Benchmark
    S&P BSE 500 India TR INR
    SIP Minimum
    500
    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%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 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

    ₹ 19,429 cr

    5

    recommended-badge

    ₹ 5,308 cr

    5

    recommended-badge

    ₹ 4,853 cr

    5

    recommended-badge

    ₹ 3,705 cr

    5

    recommended-badge

    ₹ 3,232 cr

    5

    amc-icon

    About the AMC

    BOI AXA Investment Mngrs Private Ltd

    BOI AXA Investment Mngrs Private Ltd manages assets worth 2,534 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.

    amc-img

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

    26.8%

    21%

    top-ranked-badge

    5%

    6.8%

    top-ranked-badge

    0%

    0%

    top-ranked-badge

    26%

    20.4%

    top-ranked-badge

    5.7%

    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

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    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

    About BOI AXA Tax Advantage Fund (G)

    About BOI AXA Tax Advantage Fund (G)

    BOI AXA Tax Advantage Fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 20.4% over a period of 12 years. The fund was previously known as Bharti AXA Tax Advantage Reg 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 (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 (G) NAV,AUM,Risk

    The BOI AXA Tax Advantage Fund (G) fund was launched on Feb 25, 2009. The NAV (Net Asset Value) of this Tax Saving Equity fund as of 2021-09-23 is ₹103.05. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹512.069. The category risk of the BOI AXA Tax Advantage Fund (G) fund is Very High Risk. The fund charges 2.54 % as expense ratio.

    BOI AXA Tax Advantage Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 98.9% in this asset class. The top three holdings of the fund are , icici bank ltd , hdfc bank ltd , infosys ltd , divi's laboratories ltd , bajaj finance ltd , pi industries ltd , laurus labs ltd , coforge ltd , deepak nitrite ltd , navin fluorine international ltd , mphasis ltd , cholamandalam investment and finance co ltd , srf ltd , tata consumer products ltd , j.b. chemicals & pharmaceuticals ltd , reliance industries ltd , astral ltd , jubilant foodworks ltd , tube investments of india ltd ordinary shares , tata steel ltd , prince pipes and fittings ltd ordinary shares , larsen & toubro infotech ltd , tata elxsi ltd , kotak mahindra bank ltd , jk cement ltd , apl apollo tubes ltd , gujarat gas ltd , dixon technologies (india) ltd , asian paints ltd , max financial services ltd , treps , vinati organics ltd , housing development finance corp ltd , route mobile ltd ordinary shares , sbi cards and payment services ltd ordinary shares , dalmia bharat ltd , sona blw precision forgings ltd , axis bank ltd , mastek ltd , au small finance bank ltd , crompton greaves consumer electricals ltd , lux industries ltd , gland pharma ltd , avenue supermarts ltd , metropolis healthcare ltd , sequent scientific ltd , angel broking ltd ordinary shares , sundaram fasteners ltd , greenpanel industries ltd ordinary shares , info edge (india) ltd , max healthcare institute ltd ordinary shares , krishna institute of medical sciences ltd , l&t technology services ltd , birlasoft ltd , bajaj finserv ltd , endurance technologies ltd , radico khaitan ltd , icici prudential life insurance company limited , nazara technologies ltd , saregama india ltd , astec lifesciences ltd , amber enterprises india ltd ordinary shares , aavas financiers ltd , minda industries ltd , clean science and technology ltd , tci express ltd , polycab india ltd , net receivables / (payables) , solara active pharma sciences ltd ordinary shares , 182 dtb 06012022

    BOI AXA Tax Advantage Fund (G) Sip

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

    BOI AXA Tax Advantage Fund (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 (G) Review

    BOI AXA Tax Advantage Fund (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 (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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