- Mutual Funds
- BOI AXA Mutual Funds
- BOI AXA Tax Advantage Fund (Growth)
Formerly Bharti AXA Tax Advantage Reg Gr
BOI AXA Tax Advantage Fund (Growth)
₹ 88.16
NAV (May 27)
Top Ranked
Scripbox recommends other funds for investment in tax saving.
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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).
Track Record
13 Years. The Fund has Sufficient history for analysis and the track record is good.
Relative Size
596 Cr. Medium within the category
Category View
Superior. The category has a superior investment outlook
Consistency Of Performance
Consistently Good. The fund has performed well consistently over a period of time
Scripbox Recommended Tax Saving Fund
Save tax combined with inflation beating long term growth. Invest in Scripbox Recommended Tax Saver Funds to unlock the best of both worlds - tax saving and long term wealth creation.?
Learn more
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 88.16
NAV (May 27)
Fund Returns
Last 1Y | 3.7% |
Last 3Y | 19.4% |
Last 5Y | 14.7% |
Last 10Y | 16.3% |
Since Inception | 17.9% |
6 Month CAGR | -10.7% |
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 | 2.52 |
Launched (13y ago) | Feb 25, 2009 |
AUM in Crores | 595.566 |
ISIN | INF761K01181 |
Lock-in | 3 |
Benchmark | S&P BSE 500 India TR INR |
SIP Minimum | 500 |
Lumpsum Min. | 500 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| 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
6.5%hdfc bank ltd
4.7%reliance industries ltd
4.1%infosys ltd
4.1%bajaj finance ltd
3.2%
Allocation by Sector
financial services
30.1%consumer cyclical
15.6%basic materials
12.9%technology
11%healthcare
7.1%Comparison with Equity Funds
| Fund Name | Scripbox Opinion | Fund Size | Track Record |
|---|---|---|---|
₹ 4,388 cr | |||
₹ 13,113 cr | |||
₹ 13,113 cr | |||
₹ 4,388 cr | |||
₹ 4,388 cr |
About the AMC
BOI AXA Investment Mngrs Private Ltd
BOI AXA Investment Mngrs Private Ltd manages assets worth 2,990 crores and was set up on 12 April 2007. It's current offering of mutual fund schemes includes 29 equity,28 debt and 25 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
20% | 18.5% | ||
19.4% | 17.9% | ||
19.5% | 17.9% | ||
18.8% | 17.6% | ||
19.5% | 17.9% |
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsBOI AXA Tax Advantage Fund (G) Review
BOI AXA Tax Advantage Fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 17.9% over a period of 13 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 managers are Aakash Manghani, Alok Singh.
Nav of BOI AXA Tax Advantage Fund (G) as of 5/27/2022 is ₹88.16 with the total AUM as of 5/29/2022 is ₹595.566. With Scripbox you can compare and check the latest nav for all mutual funds in India. BOI AXA 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 BOI AXA 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.
BOI AXA 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.
BOI AXA Tax Advantage Fund (G) is rated as a 4 fund in Equity and delivered 3.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with BOI AXA Tax Advantage Fund (G).
Frequently Asked Questions
What is BOI AXA Tax Advantage Fund (G)?
How to invest in BOI AXA Tax Advantage Fund (G)?
You can invest in BOI AXA 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 BOI AXA Tax Advantage Fund (G)?
The minimum sip amount for BOI AXA Tax Advantage Fund (G) is ₹500. You can invest in multiples of ₹500.
Is BOI AXA Tax Advantage Fund (G) good to invest in?
As per Scripbox experts, BOI AXA Tax Advantage Fund (G) is a Top Ranked fund. You can investBOI AXA 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 BOI AXA Tax Advantage Fund (G)?
The expense ratio of the BOI AXA Tax Advantage Fund (G) is 2.52% for regular plan.