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BOI AXA Tax Advantage Fund

BOI AXA Tax Advantage Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

16.79

as on 10 Jun 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 15,951 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

  • ₹ 88.260

    as on 10 Jun 2021
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 376 Cr.

    as on 10 Jun 2021
  • 2.58%

    since 31 Dec 2020
  • 25 Feb 2009

  • Tax Saver - ELSS

  • S&P BSE 500 TRI

  • BOI axa mutual fund

    Show All Funds

Highlights of this fund

BOI AXA Tax Advantage Fund is an Open-ended Tax Saver 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 Tax Saver funds offered by BOI axa mutual fund.

Latest NAV of the fund is ₹ 88.260 as on 10 Jun 2021.

This fund has 12 years of track record. Since 31 Dec 2020 expense ratio of this fund is 2.58%. 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 8.44% 22.18% 44.03% 122.19% 41.42% 28.15% 23.06% 18.12% 110.33% 70.88% 47.34% 29.86% 22.59%
Category Average 6.41% 6.97% 21.79% 61.25% 17.91% 12.73% 14.62% 13.94% 56.36% 34.64% 23.63% 16.31% 15.52%
BOI AXA Tax Advantage Fund 7.28%₹ 10,728 10.53%₹ 11,053 26.21%₹ 12,621 73.88%₹ 17,387 67.08%₹ 16,000 30.81%₹ 17,124 46.00%₹ 36,429 16.79%₹ 15,951 32.97%₹ 57,561 19.07%₹ 23,944 22.19%₹ 1,04,071 14.99%₹ 40,449 17.82%₹ 3,06,290
Quant Tax Plan 4.71%₹ 10,471 22.18%₹ 12,217 44.03%₹ 14,403 122.19%₹ 22,218 110.33%₹ 18,339 41.42%₹ 20,057 70.88%₹ 43,955 28.15%₹ 21,072 47.34%₹ 69,172 23.06%₹ 28,242 29.86%₹ 1,25,053 15.24%₹ 41,357 22.59%₹ 3,96,192
Canara Robeco Equity Tax Saver Fund 6.32%₹ 10,632 6.62%₹ 10,661 23.56%₹ 12,356 66.72%₹ 16,671 58.37%₹ 15,511 23.39%₹ 15,233 39.84%₹ 34,656 19.56%₹ 17,115 29.07%₹ 54,654 18.02%₹ 22,906 21.17%₹ 1,01,555 14.85%₹ 39,961 16.96%₹ 2,92,416
Mirae Asset Tax Saver Fund 6.24%₹ 10,623 7.05%₹ 10,704 23.79%₹ 12,378 71.79%₹ 17,179 63.21%₹ 15,784 24.19%₹ 15,432 41.70%₹ 35,188 19.40%₹ 17,047 29.93%₹ 55,292 21.39%₹ 26,374 22.11%₹ 1,03,872 - -
DSP Tax Saver Fund 6.67%₹ 10,666 10.23%₹ 11,022 27.19%₹ 12,719 67.63%₹ 16,763 67.37%₹ 16,016 22.05%₹ 14,904 39.87%₹ 34,664 17.00%₹ 16,035 28.22%₹ 54,037 16.91%₹ 21,852 19.06%₹ 96,470 15.95%₹ 43,984 17.85%₹ 3,06,806
Kotak Tax Saver Fund 6.31%₹ 10,631 7.15%₹ 10,714 22.54%₹ 12,254 60.72%₹ 16,072 57.04%₹ 15,435 18.36%₹ 14,014 35.06%₹ 33,303 16.17%₹ 15,696 25.15%₹ 51,832 16.07%₹ 21,079 17.57%₹ 93,013 13.47%₹ 35,414 15.87%₹ 2,75,658

Portfolio Holdings

Portfolio holdings pattern of BOI AXA Tax Advantage Fund as on 12 Jun 2021 are listed below:

  • Equity Holdings:

    97.18%
  • Debt Holdings:

    0.13%
  • Others Holdings:

    2.69%

Top Sector Holdings of BOI AXA Tax Advantage Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 17.18% ₹ 71.76 Cr.
Computers - software 12.55% ₹ 53.83 Cr.
Pharmaceuticals 10.31% ₹ 43.02 Cr.
Nbfc 7.61% ₹ 35.06 Cr.
Chemicals - speciality 4.55% ₹ 18.96 Cr.
Others 47.80% -

Top Stock Holdings of BOI AXA Tax Advantage Fund

Name of StocksHolding PercentageHolding Values in Crore
HDFC Bank Ltd. 6.20% ₹ 25.89 Cr.
Infosys Ltd. 4.68% ₹ 19.55 Cr.
ICICI Bank Ltd. 4.47% ₹ 18.67 Cr.
Pi Industries Ltd. 3.10% ₹ 12.93 Cr.
Divis Laboratories Ltd. 3.10% ₹ 12.92 Cr.
Others 78.45% -

Top Debt Instrument Type holdings of BOI AXA Tax Advantage Fund

Instrument TypeHolding PercentageHolding Values in Crore
T-Bills 0.13% ₹ .55 Cr.
Others 99.87% -

Top Debt Holdings of BOI AXA Tax Advantage Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - T-Bill 0.13% ₹ .55 Cr.
Others 99.87%

Other Holdings

Holding TypeHolding Percentage
TREPS 3.30%
Net Receivables -0.61%