• Mutual Funds
  • BOI AXA Mutual Funds
  • 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

88.16

NAV (May 27)

14.7%
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

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 Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical 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

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.)

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

Alok Singh

Fund Manager

Aakash Manghani

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-05-27

Top Stock Holdings

icici bank ltd

6.5%
6.5%

hdfc bank ltd

4.7%
4.7%

reliance industries ltd

4.1%
4.1%

infosys ltd

4.1%
4.1%

bajaj finance ltd

3.2%
3.2%
See all holdings
allocation by market cap

Allocation by Sector

financial services

30.1%
30.1%

consumer cyclical

15.6%
15.6%

basic materials

12.9%
12.9%

technology

11%
11%

healthcare

7.1%
7.1%
See all sectors

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,388 cr

5

₹ 13,113 cr

5

₹ 13,113 cr

5

₹ 4,388 cr

5

₹ 4,388 cr

5

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.

amc-img

  • 022-40479000
  • service@boiaxa-im.com
  • Fund NameScripbox 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 Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    BOI 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)?

    BOI AXA Tax Advantage Fund (G) is a Tax Saving Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    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.