BOI AXA Tax Advantage Fund (D)

BOI AXA Tax Advantage Fund (D)

AMC Name: BOI AXA Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark S&P BSE 500 TRI
Fund Manager Aakash Manghani
Fund Horizon OPEN
Inception Date 25-Feb-2009
Scheme AUM(CR) ` 226.2
Minimum SIP/LUMPSUM ` 500/ ` 1000
Increment SIP/LUMPSUM ` 1/ ` 100
SIP Dates ANY
Entry Load Nil
Exit Load Nil
Expense Ratio 2.67

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 1.83% 2.02%
3 Month -3.78% -6.46%
6 Month 0.08% -3.34%
1 Year -9.14% -6.41%
3 Year 6.84% 8.10%
5 Year 7.95% 8.04%
Since Inception 16.31% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others