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BOI AXA Tax Advantage Fund

BOI AXA Tax Advantage Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

19.34

as on 24 May 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 17,004 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

  • ₹ 87.350

    as on 24 May 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

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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 ₹ 87.350 as on 24 May 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 -3.91% 6.82% -3.57% 17.83% 61.14% 30.73% 21.42% 20.03% 2.71% 36.59% 39.59% 27.97% 22.59%
Category Average -7.31% -1.55% -9.75% 5.67% 33.89% 12.43% 10.75% 15.12% -9.07% 14.22% 16.18% 12.41% 13.36%
BOI AXA Tax Advantage Fund -9.66%₹ 9,033 -3.22%₹ 9,677 -13.41%₹ 8,658 3.72%₹ 10,371 -14.98%₹ 11,008 35.64%₹ 18,428 13.71%₹ 27,500 19.34%₹ 17,004 19.46%₹ 47,897 15.24%₹ 20,332 15.86%₹ 89,183 16.22%₹ 45,002 15.25%₹ 2,66,551
DSP Tax Saver Fund -7.28%₹ 9,271 -0.99%₹ 9,901 -8.51%₹ 9,148 5.07%₹ 10,507 -8.48%₹ 11,445 36.81%₹ 18,749 17.11%₹ 28,393 14.77%₹ 15,122 18.68%₹ 47,373 12.41%₹ 17,953 14.78%₹ 86,852 17.25%₹ 49,146 15.39%₹ 2,68,622
Mirae Asset Tax Saver Fund -7.48%₹ 9,251 -0.87%₹ 9,912 -9.61%₹ 9,038 5.15%₹ 10,514 -8.78%₹ 11,425 40.46%₹ 19,766 16.54%₹ 28,241 16.55%₹ 15,840 19.62%₹ 48,000 15.41%₹ 20,478 16.32%₹ 90,204 - -
Quant Tax Plan -8.96%₹ 9,104 6.82%₹ 10,681 -5.33%₹ 9,467 14.41%₹ 11,440 2.71%₹ 12,174 61.14%₹ 26,033 36.59%₹ 33,712 30.73%₹ 22,356 39.59%₹ 62,697 21.42%₹ 26,405 27.97%₹ 1,19,501 20.03%₹ 62,157 22.59%₹ 3,96,116
Canara Robeco Equity Tax Saver Fund -6.66%₹ 9,333 -3.77%₹ 9,623 -10.94%₹ 8,906 4.88%₹ 10,488 -10.96%₹ 11,280 34.30%₹ 18,066 14.12%₹ 27,606 15.67%₹ 15,483 18.17%₹ 47,036 14.43%₹ 19,628 15.88%₹ 89,219 15.49%₹ 42,247 14.79%₹ 2,60,087
IDFC Tax Advantage (elss) Fund -9.29%₹ 9,070 0.58%₹ 10,058 -7.02%₹ 9,297 8.96%₹ 10,895 -4.52%₹ 11,706 48.38%₹ 22,065 24.64%₹ 30,409 16.13%₹ 15,669 24.77%₹ 51,541 13.55%₹ 18,887 16.65%₹ 90,918 17.76%₹ 51,337 15.91%₹ 2,76,248

Portfolio Holdings

Portfolio holdings pattern of BOI AXA Tax Advantage Fund as on 25 May 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%