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BOI AXA Tax Advantage Fund

BOI AXA Tax Advantage Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

19.48

as on 31 Jan 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 17,063 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

  • ₹ 98.150

    as on 31 Jan 2023
  • 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

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  • 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 ₹ 98.150 as on 31 Jan 2023.

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 0.40% 0.88% 7.35% 17.83% 32.94% 33.88% 19.19% 20.07% 10.31% 13.31% 29.77% 26.42% 21.95%
Category Average -3.27% -2.72% 1.76% 1.05% 15.36% 14.25% 8.79% 13.71% 1.52% 5.14% 15.02% 13.03% 12.93%
BOI AXA Tax Advantage Fund -3.59%₹ 9,641 -3.45%₹ 9,654 4.35%₹ 10,434 -0.28%₹ 9,971 3.17%₹ 12,206 17.66%₹ 13,855 5.47%₹ 25,384 19.48%₹ 17,063 16.88%₹ 46,220 11.46%₹ 17,207 16.96%₹ 91,698 15.60%₹ 42,655 15.37%₹ 2,68,580
DSP Tax Saver Fund -1.71%₹ 9,829 -1.21%₹ 9,878 3.41%₹ 10,341 0.89%₹ 10,088 5.11%₹ 12,331 17.84%₹ 13,898 7.34%₹ 25,863 16.63%₹ 15,872 17.74%₹ 46,788 11.21%₹ 17,015 15.73%₹ 88,982 15.78%₹ 43,333 15.10%₹ 2,64,672
Mirae Asset Tax Saver Fund -2.01%₹ 9,798 -1.33%₹ 9,866 1.73%₹ 10,172 -1.15%₹ 9,884 1.90%₹ 12,124 15.49%₹ 13,347 4.90%₹ 25,239 17.17%₹ 16,092 16.26%₹ 45,817 12.19%₹ 17,781 15.72%₹ 88,959 - -
Quant Tax Plan -5.75%₹ 9,425 -6.09%₹ 9,391 4.24%₹ 10,424 4.82%₹ 10,482 3.02%₹ 12,196 29.55%₹ 16,807 12.47%₹ 27,196 34.92%₹ 24,582 30.68%₹ 55,893 19.70%₹ 24,585 27.00%₹ 1,16,927 20.31%₹ 63,614 22.22%₹ 3,88,807
Canara Robeco Equity Tax Saver Fund -3.30%₹ 9,670 -4.33%₹ 9,566 0.48%₹ 10,047 -2.26%₹ 9,773 0.03%₹ 12,002 14.42%₹ 13,102 4.04%₹ 25,020 17.65%₹ 16,290 15.01%₹ 45,003 13.23%₹ 18,622 15.46%₹ 88,374 14.29%₹ 38,043 14.50%₹ 2,56,319
IDFC Tax Advantage (elss) Fund -1.75%₹ 9,824 -1.87%₹ 9,813 4.97%₹ 10,497 1.32%₹ 10,132 4.95%₹ 12,320 22.85%₹ 15,109 9.65%₹ 26,461 21.17%₹ 17,800 22.82%₹ 50,235 10.58%₹ 16,535 17.76%₹ 93,511 15.99%₹ 44,119 15.67%₹ 2,72,921

Portfolio Holdings

Portfolio holdings pattern of BOI AXA Tax Advantage Fund as on 01 Feb 2023 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%