BOI AXA Tax Advantage Fund - Growth - Direct Plan

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Fund Overview Growth | Direct Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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Fund Objective

The Scheme seeks 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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
OI AXA Tax Advantage Fund-Direct Plan- Growth 9.45 11.56 25.67 8.67 14.26 15.81
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 500 - TRI 10.66 11.82 10.85 6.33 11.39 9.52

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
OI AXA Tax Advantage Fund-Direct Plan- Growth Jan 01, 2013 25.67 8.67 14.26 1.51 318.52
Axis Long Term Equity Fund - Direct Plan - Growth Option Jan 01, 2013 14.60 11.94 14.02 0.88 22,631.51
Aditya Birla Sun Life Tax Relief 96 - Growth - Direct Plan Jan 01, 2013 8.23 4.86 11.25 0.94 11,157.91
Nippon India Tax Saver Fund - Direct Plan Growth Plan - Growth Option - Growth Jan 01, 2013 Unrated -5.17 -7.72 3.74 1.22 9,003.06
SBI Long Term Equity Fund - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated 9.71 3.05 7.98 1.30 7,470.01
HDFC TaxSaver -Direct Plan - Growth Option Dec 31, 2012 Unrated -1.78 -2.10 6.63 1.38 6,648.70

Fund Holdings as on 31-October-2020

  • HDFC Bank Limited

  • Reliance Industries Limited

  • PI Industries Limited

  • Infosys Limited

  • Kotak Mahindra Bank Limited

  • Divi's Laboratories Limited

  • ICICI Bank Limited

  • Navin Fluorine International Limited

  • Laurus Labs Limited

  • REPO

  • SRF Limited

  • Muthoot Finance Limited

  • Housing Development Finance Corporation Limited

  • HCL Technologies Limited

  • Larsen & Toubro Infotech Limited

  • Asian Paints Limited

  • Bajaj Finance Limited

  • IPCA Laboratories Limited

  • Reliance Industries Limited

  • Dixon Technologies (India) Limited

  • Tata Consumer Products Limited

  • Tube Investments of India Limited

  • Honeywell Automation India Limited

  • Cholamandalam Investment and Finance Company Limited

  • Axis Bank Limited

  • Sequent Scientific Limited

  • JB Chemicals & Pharmaceuticals Limited

  • Dr. Reddy's Laboratories Limited

  • EPL Limited

  • Suven Pharmaceuticals Limited

  • Nestle India Limited

  • Tata Consultancy Services Limited

  • Amber Enterprises India Limited

  • Coforge Limited

  • Astec LifeSciences Limited

  • Mahindra & Mahindra Limited

  • Jubilant Foodworks Limited

  • Fine Organic Industries Limited

  • Alkyl Amines Chemicals Limited

  • Coromandel International Limited

  • Astral Poly Technik Limited

  • Route Mobile Limited

  • Escorts Limited

  • HDFC Life Insurance Company Limited

  • AU Small Finance Bank Limited

  • MindTree Limited

  • Info Edge (India) Limited

  • Sumitomo Chemical India Limited

  • Alembic Pharmaceuticals Limited

  • Syngene International Limited

  • Maruti Suzuki India Limited

  • Crompton Greaves Consumer Electricals Limited

  • Indiamart Intermesh Limited

  • Relaxo Footwears Limited

  • Sundram Fasteners Limited

  • Endurance Technologies Limited

  • Abbott India Limited

  • ICICI Prudential Life Insurance Company Limited

  • SBI Cards and Payment Services Limited

  • Britannia Industries Limited

  • Strides Pharma Science Limited

  • Rossari Biotech Limited

  • Deepak Nitrite Limited

  • Net Receivables / (Payables)

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • IT - Software

  • Pesticides & Agrochemicals

  • Finance - NBFC

  • Chemicals

  • Refineries

  • Consumer Food

  • Consumer Durables - Electronics

  • Miscellaneous

  • Diversified

  • Finance - Housing

  • Plastic Products

  • Paints

  • Automobiles - Passenger Cars

  • Cycles

  • Insurance

  • Air Conditioners

  • Fertilizers

  • Automobiles-Tractors

  • BPO/ITeS

  • Consumer Durables - Domestic Appliances

  • e-Commerce

  • Footwear

  • Trading

  • Auto Ancillary

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Fund Manager

  • Cash

  • Equity

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About BOI AXA Tax Advantage Fund

Scheme Analysis

BOI AXA Tax Advantage Fund is a Equity - ELSS fund and belongs to BOI AXA Mutual Fund. It was launched on 01-Jan-2013 and currently has an AUM of ₹318.52 crore. BOI AXA Tax Advantage Fund is benchmarked against NIFTY 50 - TRI as primary index and S&P BSE 500 - TRI as secondary index.

The NAV of BOI AXA Tax Advantage Fund ended up ₹0.69(0.93%)yesterday to ₹74.62.

Among its top 3 holdings the fund has exposure to HDFC Bank Limited, and

The BOI AXA Tax Advantage Fund is managed by Aakash Manghani .

Fund House Contact

B/204, Tower 1, Peninsula Corporate Park, Ganpatrao Kadam Marg, Lower Parel, Mumbai - 400 013

+91 (22) 40479000
service@boiaxa-im.com
+91 (22) 40479001