BOI AXA Tax Advantage Fund-ECO Plan-Growth

Fund Returns

NAV Rs. 50.55 0.00 %
(as on March 7, 2019)
1 yr Return -8.69 %
3 yr. Return 13.15 %
5 yr. Return 13.72 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 50.55 0.00 %
(as on March 7, 2019)
-8.69 % 13.15 % 13.72 %

Scheme Details

Launch Date Feb. 25, 2009
Fund Size Rs. 193.55 cr.
Category Equity | Tax Savings
Fund Manager Saurabh Kataria
AMC BOI AXA Investment Managers Private Limited
Fund Benchmark S&P BSE 500 Index
Risk Profile Aggressive
Risk Rating 8 / 10

Investment Information

Min. Investment Rs. 500.00
Min. Investment SIP Rs. 0.00
Expense Ratio 2.12 %
Exit load Nil

Investment 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

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 2.74 7.65 3.39 -8.69 13.15 13.72
Rank Within Category 90 56 None 154 6 6

AMC Contact Information

AMC BOI AXA Investment Managers Private Limited
Address B/204, Tower 1, Peninsula Corporate Park, Ganpatrao Kadam Marg, Lower Parel,, Mumbai - 400 013
Email service@boiaxa-im.com
Website https://www.boiaxamf.com/home

Scheme Details

Launch Date Feb. 25, 2009 Fund Size Rs. 193.55 cr.
Category Equity | Tax Savings Fund Manager Saurabh Kataria
AMC BOI AXA Investment Managers Private Limited Fund Benchmark S&P BSE 500 Index
Risk Profile Aggressive Risk Rating 8 / 10

Investment Information

Min. Investment Min. Investment SIP Expense Ratio Exit Load
Rs. 500.00 Rs. 0.00 2.12 % Nil

Investment 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

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 2.74 7.65 3.39 -8.69 13.15 13.72
Rank Within Category 90 56 None 154 6 6

Peer Funds

Fund Return 1Y (%) Return 3Y (%) Return 5Y (%) AUM(cr.)
BOI AXA Tax Advantage Fund-ECO Plan-Growth -8.69 13.15 13.72 193.55
Tata Digital India Fund-Regular Plan-Growth 9.33 20.44 - 389.49
SBI Banking & Financial Services Fund - Regular Plan - Growth 26.27 20.38 - 1,291.97
ABSL Digital India Fund - Growth - Regular Plan 14.83 19.24 11.01 430.40
Tata Banking And Financial Services Fund-Regular Plan-Growth 26.44 18.23 - 413.03
Axis Bluechip Fund - Growth 21.69 18.1 9.51 9,481.19

AMC Contact Information

AMC BOI AXA Investment Managers Private Limited
Address B/204, Tower 1, Peninsula Corporate Park, Ganpatrao Kadam Marg, Lower Parel,, Mumbai - 400 013
Email service@boiaxa-im.com
Website https://www.boiaxamf.com/home