BOI AXA Tax Advantage Fund (G)

BOI AXA Tax Advantage Fund (G)

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) ` 255.19
Minimum SIP/LUMPSUM ` 500/ ` 1000
Increment SIP/LUMPSUM ` 1/ ` 100
SIP Dates ANY
Entry Load Nil
Exit Load Nil
Expense Ratio 2.65

Asset Allocation

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

Performance

Period Returns BenchMark
1 Month 2.33% 2.01%
3 Month 12.27% 7.81%
6 Month 10.78% 1.10%
1 Year 13.89% 8.19%
3 Year 13.64% 13.36%
5 Year 8.49% 8.56%
Since Inception 17.09% 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