BOI AXA Tax Advantage Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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
BOI AXA Tax Advantage Fund-Regular Plan- Growth 3.33 -2.16 21.14 13.07 20.27 20.07
S&P BSE 500 - TRI 3.55 3.23 16.21 13.01 18.64 10.37

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

Peer Fund Comparison

Scheme Name Launch Date 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
BOI AXA Tax Advantage Fund-Regular Plan- Growth Feb 25, 2009 21.14 13.07 20.27 3.11 199.63
Edelweiss Tax Advantage Fund - Regular Plan - Growth Option Jan 27, 2009 13.58 9.31 18.05 2.69 11.42
ICICI Prudential R.I.G.H.T. Fund Growth Sep 26, 2009 18.03 11.63 23.86 2.86 51.29
Quantum Tax Saving Fund - Regular Plan Growth Option Dec 23, 2008 8.24 12.27 17.71 1.29 71.03
SaharaTax Gain-Growth Apr 01, 1997 3.03 7.59 15.78 2.89 5.97
Taurus Tax Shield- Regular Plan - Growth Option Mar 31, 1996 18.82 13.52 18.74 2.80 53.48

Fund Holdings as on 31-July-2018

  • CBLO

  • HDFC Bank Limited

  • IndusInd Bank Limited

  • Bajaj Finance Limited

  • Graphite India Limited

  • Yes Bank Limited

  • HEG Limited

  • Dilip Buildcon Limited

  • Sterlite Technologies Limited

  • Cholamandalam Investment and Finance Company Limited

  • Lumax Industries Limited

  • Maruti Suzuki India Limited

  • Aarti Industries Limited

  • TeamLease Services Limited

  • HDFC Standard Life Insurance Company Limited

  • Blue Star Limited

  • Dalmia Bharat Limited

  • MindTree Limited

  • Eicher Motors Limited

  • Shankara Building Products Limited

  • Vinati Organics Limited

  • IIFL Holdings Limited

  • Ujjivan Financial Services Limited

  • Muthoot Capital Services Limited

  • KEI Industries Limited

  • Lemon Tree Hotels Limited

  • Whirlpool of India Limited

  • Bhansali Engineering Polymers Limited

  • Mas Financial Services Limited

  • Gravita India Limited

  • JK Paper Limited

  • JM Financial Limited

  • APL Apollo Tubes Limited

  • Ashok Leyland Limited

  • Piramal Enterprises Limited

  • The Ramco Cements Limited

  • Aegis Logistics Limited

  • Future Retail Limited

  • Timken India Limited

  • Heritage Foods Limited

  • Quess Corp Limited

  • Apar Industries Limited

  • Dixon Technologies (India) Limited

  • Dewan Housing Finance Corporation Limited

  • Royal Orchid Hotels Limited

  • Ramkrishna Forgings Limited

  • Edelweiss Financial Services Limited

  • Motherson Sumi Systems Limited

  • Finolex Cables Limited

  • Net Receivables / (Payables)

  • Titan Company Limited

  • Apollo Micro Systems Limited

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  • Bank - Private

  • Finance - NBFC

  • Electrodes & Welding Equipment

  • Chemicals

  • Miscellaneous

  • Cable

  • Steel & Iron Products

  • Finance Term Lending

  • Finance - Investment

  • Auto Ancillary

  • Hotel, Resort & Restaurants

  • Construction - Real Estate

  • Automobiles - Passenger Cars

  • Insurance

  • Air Conditioners

  • IT - Software

  • Automobile Two & Three Wheelers

  • Consumer Durables - Domestic Appliances

  • Metal - Non Ferrous

  • Paper & Paper Products

  • Automobiles-Trucks/Lcv

  • Pharmaceuticals & Drugs

  • Cement & Construction Materials

  • Logistics

  • Retailing

  • Bearings

  • Consumer Food

  • Electric Equipment

  • Consumer Durables - Electronics

  • Finance - Housing

  • Forgings

  • Diamond & Jewellery

  • Electronics - Components

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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 25-Feb-2009 and currently has an AUM of ₹199.63 crore. BOI AXA Tax Advantage Fund is benchmarked against S&P BSE 500 - TRI as primary index.

The NAV of BOI AXA Tax Advantage Fund ended up ₹0.43(0.76%)yesterday to ₹56.93.

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

The BOI AXA Tax Advantage Fund is managed by Saurabh Kataria .

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

Fund Manager

  • Education:B. Com (Hons.), MBA-Finance
  • Experience:8 Years
  • Basic Details:Mr. Saurabh Kataria has over 8 years experience. He is with BOI AXA Investment Managers Pvt. Ltd. From Aug 2009 till date. Prior to this he has worked with Askar Capital Private Equity, Goldman Sachs India Pvt. Ltd., Irevna Research Services Pvt. Ltd.
  • Funds Managed:
  • BOI AXA Equity Debt Rebalancer Fund
  • BOI AXA Tax Advantage Fund
  • Cash

  • Equity

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