Overview (as on 04 Aug 2021)

NAV

₹107.34

1y returns

71.497%

Fund AUM

₹473 Cr

Expense Ratio

1.67%

Min SIP

₹500

Min Lumpsum

₹500

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Financial Services
25.38%
Basic Materials
20.99%
Tech
15.34%
Health
14.67%
Consumer
9.54%
Industrials
4.44%
Communication
3.05%
Defensive
3.00%
Energy
2.15%
Utilities
1.44%
Size Breakup
Large Cap
51.94%
Mid Cap
42.10%
Small Cap
5.96%

Key Metrics

Beta 

0.95

Std deviation 

19.57%

Sharpe Ratio 

0.76

Holdings

Fund Details

Investment Objectives
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.(There can be no assurance that the investment objectives of the Scheme will be realized.)
Scheme Name
BOI AXA Tax Advantage Fund Direct Plan Growth
Scheme Document
Exit Load

After 0 Years : 0%

Plan Started
01 January, 2013
Fund Manager
Aakash Manghani
Fund House Details
Fund House
BOI AXA Investment Mngrs Private Ltd
Email
service@boiaxa-im.com
Phone
+912240479001
Address
BOI AXA Investment Managers Private Limited,B/204, Tower 1, Peninsula Corporate Park,,Ganpatrao Kadam Marg,,Lower Parel, Mumba

Other Related Plans

Peer Funds

BOI AXA Tax Advantage Fund Direct Plan Growth

NAV

₹107.34

INDmoney Analysis

    success

    Fund is in Top 20 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    success

    Fund is in Top 20 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Manager

Aakash Manghani
Aakash Manghani

leader

Work Experience
"null"

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