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BOI AXA Tax Advantage Fund

BOI AXA Tax Advantage Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

31.15

as on 20 Oct 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 22,590 today.

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NAV Performance

BOI AXA Tax Advantage Fund performance graph for last 3 years
Performance of BOI AXA Tax Advantage Fund for last 3 Years

Fund Information

  • ₹ 103.870

    as on 20 Oct 2021
  • Regular - Growth

  • 6 / 37

  • ₹ 500

  • ₹ 473 Cr.

    as on 20 Oct 2021
  • 2.54%

    since 31 May 2021
  • 25 Feb 2009

  • Equity - ELSS

  • S&P BSE 500 TRI

  • BOI axa Mutual Fund

    Show All Funds
  • Data not available.

Highlights of this fund

BOI AXA Tax Advantage Fund is an Open-ended Equity Fund. The fund belongs to ELSS category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 25 Feb 2009. This fund is offered by one of the top AMC (Assets Management Company) BOI axa Mutual Fund. You can also view here all other Equity funds offered by BOI axa Mutual Fund.

Latest NAV of the fund is ₹ 103.870 as on 20 Oct 2021.

This fund has 12 years of track record. Since 31 May 2021 expense ratio of this fund is 2.54%. Ideally you shoulds compare this fund with the benchmark S&P BSE 500 TRI.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 500.

Fund Objective

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.

List of Fund Managers of BOI AXA Tax Advantage Fund

  • About Aakash Manghani

    Picture of Aakash ManghaniMr. Manghani has done Bachelors in Engineering Prior to joining BOI AXA Mutual Fund he has worked with Pioneer Investcorp Ltd., Girik Capital and Amdocs Ltd.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 8.41% 18.82% 36.88% 95.35% 55.14% 37.56% 24.16% 20.25% 85.92% 78.64% 55.31% 34.52% 24.99%
Category Average 4.71% 13.55% 29.01% 59.94% 27.80% 21.80% 15.24% 16.42% 54.35% 45.28% 31.69% 20.70% 17.42%
BOI AXA Tax Advantage Fund 2.80%₹ 10,280 11.77%₹ 11,177 32.67%₹ 13,267 66.06%₹ 16,605 62.20%₹ 15,733 39.63%₹ 19,550 54.62%₹ 38,985 31.15%₹ 22,590 41.92%₹ 64,641 19.90%₹ 24,789 26.88%₹ 1,16,513 17.62%₹ 50,742 20.01%₹ 3,44,802
Mirae Asset Tax Saver Fund 4.92%₹ 10,492 14.34%₹ 11,434 30.34%₹ 13,034 63.86%₹ 16,386 57.73%₹ 15,481 34.22%₹ 18,059 51.07%₹ 37,929 27.22%₹ 20,615 37.13%₹ 60,793 21.00%₹ 25,946 25.80%₹ 1,13,553 - -
Canara Robeco Equity Tax Saver Fund 4.03%₹ 10,403 13.74%₹ 11,374 29.97%₹ 12,996 59.13%₹ 15,912 55.19%₹ 15,337 33.96%₹ 17,989 48.88%₹ 37,285 27.70%₹ 20,851 36.43%₹ 60,246 19.23%₹ 24,111 25.39%₹ 1,12,422 17.14%₹ 48,724 18.92%₹ 3,24,973
Axis Long Term Equity Fund 1.96%₹ 10,196 14.78%₹ 11,478 30.03%₹ 13,002 61.94%₹ 16,193 52.63%₹ 15,190 26.85%₹ 16,121 43.30%₹ 35,661 25.07%₹ 19,586 32.54%₹ 57,250 18.37%₹ 23,252 23.11%₹ 1,06,431 20.25%₹ 63,308 20.52%₹ 3,54,349
Quant Tax Plan 8.01%₹ 10,800 11.17%₹ 11,116 36.88%₹ 13,688 95.35%₹ 19,534 85.92%₹ 17,044 55.14%₹ 24,156 78.64%₹ 46,413 37.56%₹ 26,073 55.31%₹ 76,250 24.16%₹ 29,521 34.52%₹ 1,39,523 18.94%₹ 56,751 24.99%₹ 4,51,422
Invesco India Tax Plan 5.56%₹ 10,555 12.96%₹ 11,295 30.78%₹ 13,077 57.44%₹ 15,743 54.56%₹ 15,301 28.97%₹ 16,667 44.66%₹ 36,055 22.56%₹ 18,431 32.35%₹ 57,104 16.85%₹ 21,793 21.95%₹ 1,03,498 17.78%₹ 51,459 18.78%₹ 3,22,465

Portfolio Holdings

Portfolio holdings pattern of BOI AXA Tax Advantage Fund as on 21 Oct 2021 are listed below:

  • Equity Holdings:

    98.92%
  • Debt Holdings:

    0.12%
  • Others Holdings:

    0.96%

Top Sector Holdings of BOI AXA Tax Advantage Fund

Name of SectorHolding PercentageHolding Values in Crore
Pharmaceuticals 12.79% ₹ 65.25 Cr.
Banks 13.80% ₹ 65.23 Cr.
Computers - Software 12.84% ₹ 60.75 Cr.
NBFC 7.21% ₹ 34.11 Cr.
Chemicals - Speciality 4.97% ₹ 23.51 Cr.
Others 48.39% -

Top Stock Holdings of BOI AXA Tax Advantage Fund

Name of StocksHolding PercentageHolding Values in Crore
HDFC Bank Ltd. 5.20% ₹ 24.59 Cr.
ICICI Bank Ltd. 4.42% ₹ 20.89 Cr.
Infosys Ltd. 3.96% ₹ 18.73 Cr.
Laurus Labs Ltd. 3.88% ₹ 18.34 Cr.
Divis Laboratories Ltd. 3.57% ₹ 16.87 Cr.
Others 78.97% -

Top Debt Instrument Type holdings of BOI AXA Tax Advantage Fund

Instrument TypeHolding PercentageHolding Values in Crore
T-Bills 0.12% ₹ .55 Cr.
Others 99.88% -

Top Debt Holdings of BOI AXA Tax Advantage Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - T-Bill 0.12% ₹ .55 Cr.
Others 99.88%

Other Holdings

Holding TypeHolding Percentage
TREPS 1.10%
Net Receivables -0.14%