However, Scripbox does not recommend investing in dynamic asset allocation or balanced advantage mutual funds.
Dynamic Asset Allocation funds change their exposure to debt and equity dynamically - taking a call on market valuation & conditions.
This makes their performance difficult to assess.
With a high Equity component, the impact of market fluctuations on these funds is high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
7 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.
77 Cr. Small within the category
Neutral. The category has a neutral investment outlook
Consistency Of Performance
Relatively moderate. The historical performance of the fund has been OK
The Scheme aims at generating long term returns with lower volatility by following a disciplined allocation between equity and debt securities. The equity allocation will be determined based on the month end P/E ratio of the Nifty 50 Index. There is no assurance that the investment objectives of the Scheme will be realized and the Scheme does not assure or guarantee any returns.
Low to Moderate
Mar 14, 2014
Launched (7y ago)
AUM in Crores
CRISIL Short Term Bond Fund TR INR
Returns Calculator Comparison
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.
Comparison with Hybrid Funds
About the AMC
BOI AXA Investment Mngrs Private Ltd
BOI AXA Investment Mngrs Private Ltd manages assets worth 2,275 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.
₹ 368 Cr
₹ 368 Cr
₹ 368 Cr
₹ 368 Cr
₹ 382 Cr
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BOI AXA Equity Debt Rebalancer fund (G) is a dynamic asset allocation or balanced advantage hybrid fund and has delivered an annualised return of 6.7% over a period of 7 years ..The fund is managed by BOI AXA Investment Mngrs Private Ltd.The fund managers are Ajay Khandelwal, Amit Modani
The Scheme aims at generating long term returns with lower volatility by following a disciplined allocation between equity and debt securities. The equity allocation will be determined based on the month end P/E ratio of the Nifty 50 Index. There is no assurance that the investment objectives of the Scheme will be realized and the Scheme does not assure or guarantee any returns. However, there is no assurance that the objective of the scheme will be realized.
The BOI AXA Equity Debt Rebalancer fund (G) fund was launched on Mar 14, 2014. The NAV (Net Asset Value) of this dynamic asset allocation or balanced advantage hybrid as of 2021-02-26 is ₹ 15.6148. The total AUM (Asset Under Management) of the fund as of 2021-02-26 is ₹ 76.089. The category risk of the BOI AXA Equity Debt Rebalancer fund (G) fund is Moderate Risk. The fund charges 2.28 % as expense ratio.
The fund’s highest allocation is towards others and has invested 68.5% in this asset class. The top three holdings of the fund are irb invit fund units 2017-series iv,india grid trust units series - iv and reliance industries ltd shs dematerialised
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 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 ₹ 5000.
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 CRISIL Short Term Bond Fund TR INR
BOI AXA Equity Debt Rebalancer fund (G) has a score of 2 on a scale of 5. The fund scores 3 out of 5 based on historical performance. As compared to the other funds in its category, BOI AXA Equity Debt Rebalancer fund (G) has a score of 2 out of 5. Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.