MyWealthGrowth.com logo
HomeMutual Funds

BOI AXA Tax Advantage Fund

BOI AXA Tax Advantage Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

23.34

as on 03 Oct 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 18,775 today.

Invest Now

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

  • ₹ 96.880

    as on 03 Oct 2022
  • Regular - Growth

  • 4 / 37

  • ₹ 500

  • ₹ 517 Cr.

    as on 31 Dec 2021
  • 2.54%

  • 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 ₹ 96.880 as on 03 Oct 2022.

This fund has 13 years of track record. Since 31 Oct 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 0.13% 15.42% 3.28% 17.83% 42.68% 37.52% 21.49% 19.81% 11.04% 26.04% 38.69% 29.50% 23.29%
Category Average -2.83% 9.21% -1.87% -1.12% 24.57% 16.74% 10.78% 14.28% -0.15% 10.38% 17.48% 13.86% 13.71%
BOI AXA Tax Advantage Fund -2.06%₹ 9,793 12.62%₹ 11,262 -1.04%₹ 9,895 -3.55%₹ 9,644 0.16%₹ 12,010 25.83%₹ 15,853 11.39%₹ 26,898 23.34%₹ 18,775 20.76%₹ 48,784 14.02%₹ 19,275 17.88%₹ 93,730 15.66%₹ 42,867 16.02%₹ 2,77,960
DSP Tax Saver Fund -2.53%₹ 9,746 8.47%₹ 10,846 -2.10%₹ 9,790 -2.54%₹ 9,746 -0.75%₹ 11,952 27.75%₹ 16,341 11.20%₹ 26,852 17.62%₹ 16,280 18.66%₹ 47,373 12.18%₹ 17,771 15.63%₹ 88,711 16.18%₹ 44,829 15.36%₹ 2,68,218
Mirae Asset Tax Saver Fund -3.51%₹ 9,648 6.47%₹ 10,646 -3.69%₹ 9,631 -4.00%₹ 9,600 -4.28%₹ 11,721 24.68%₹ 15,563 8.54%₹ 26,162 19.65%₹ 17,136 18.07%₹ 46,984 14.16%₹ 19,394 16.17%₹ 89,891 - -
Quant Tax Plan -1.97%₹ 9,803 15.42%₹ 11,542 1.51%₹ 10,150 9.99%₹ 10,999 11.04%₹ 12,704 42.68%₹ 20,398 26.04%₹ 30,800 37.52%₹ 26,029 38.69%₹ 62,005 21.49%₹ 26,486 29.50%₹ 1,23,967 19.81%₹ 61,024 23.29%₹ 4,11,554
Canara Robeco Equity Tax Saver Fund -3.24%₹ 9,675 10.47%₹ 11,047 -1.11%₹ 9,888 -1.27%₹ 9,873 -0.07%₹ 11,995 24.43%₹ 15,502 10.55%₹ 26,683 20.70%₹ 17,593 19.14%₹ 47,691 15.29%₹ 20,378 17.18%₹ 92,151 14.85%₹ 39,950 15.29%₹ 2,67,242
IDFC Tax Advantage (elss) Fund -1.91%₹ 9,809 10.43%₹ 11,042 -2.21%₹ 9,779 2.69%₹ 10,269 2.17%₹ 12,140 33.48%₹ 17,844 16.45%₹ 28,225 22.87%₹ 18,561 25.32%₹ 51,952 12.65%₹ 18,145 17.96%₹ 93,926 16.61%₹ 46,526 16.10%₹ 2,79,085

Portfolio Holdings

Portfolio holdings pattern of BOI AXA Tax Advantage Fund as on 04 Oct 2022 are listed below:

  • Equity Holdings:

    98.24%
  • Debt Holdings:

    0.20%
  • Others Holdings:

    1.56%

Top Sector Holdings of BOI AXA Tax Advantage Fund

Name of SectorHolding PercentageHolding Values in Crore
Computers - Software 15.94% ₹ 88.01 Cr.
Banks 13.08% ₹ 78.82 Cr.
NBFC 7.48% ₹ 41.35 Cr.
Pharmaceuticals 6.41% ₹ 35.43 Cr.
Chemicals - Speciality 6.19% ₹ 34.17 Cr.
Others 50.90% -

Top Stock Holdings of BOI AXA Tax Advantage Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 5.80% ₹ 32.05 Cr.
Infosys Ltd. 4.74% ₹ 26.19 Cr.
HDFC Bank Ltd. 4.22% ₹ 23.31 Cr.
Bajaj Finance Ltd. 3.62% ₹ 20.00 Cr.
Coforge Ltd. 2.74% ₹ 15.12 Cr.
Others 78.88% -

Top Debt Instrument Type holdings of BOI AXA Tax Advantage Fund

Instrument TypeHolding PercentageHolding Values in Crore
T-Bills 0.20% ₹ 1.10 Cr.
Others 99.80% -

Top Debt Holdings of BOI AXA Tax Advantage Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - T-Bill 0.20% ₹ 1.10 Cr.
Others 99.80%

Other Holdings

Holding TypeHolding Percentage
Net Receivables 0.82%
TREPS 0.74%