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BOI AXA Tax Advantage Fund - Retail Plan (G)

PLAN: Retail Plan OPTIONS: Growth
35.860 0.27 (0.76%)

NAV as on 19 Dec, 2014

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : BOI AXA Mutual Fund FUND CLASS : ELSS
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Close Bank of India have acquired 51% stake in the joint venture from Bharti Ventures and AXA Investment Managers Asia Holdings w.e.f. May 23, 2012. Hence the name of the schemes will be pre fixed with BOI AXA in place of Bhati AXA.
Benchmark Index:
 
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Returns (NAV as on 19 Dec, 2014)

Period Returns (%) Rank #
1 mth -0.7 35
3 mth 4.2 38
6 mth 15.7 56
1 year 42.1 67
2 year 24.2 42
3 year 25.1 31
5 year 10.0 42

# Moneycontrol Rank within 90 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 6.3 17.3 5.4 - -
2013 -6.8 3.0 - 10.4 8.3
2012 11.7 -0.2 8.3 3.0 24.7
2011 -8.7 -1.1 -10.2 -5.2 -24.3
2010 -2.3 -5.0 13.4 -3.9 4.3
2009 9.5 55.2 22.9 11.9 139.8

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (ELSS)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -0.7 4.2 15.7 42.1 24.2 25.1 10.0
Category avg -0.8 3.8 16.9 45.4 21.9 14.4 7.1
Difference of Fund returns and Category returns 0.1 0.4 -1.2 -3.3 2.3 10.7 2.9
Best of category 2.7 11.7 36.1 83.5 38.4 40.5 22.9
Worst of category -3.0 -4.0 5.9 16.8 10.5 14.6 4.4
Benchmark returns # -1.9 1.3 9.1 33.4 17.8 21.3 10.7
Difference of Fund returns and Benchmark returns 1.2 2.9 6.6 8.7 6.4 3.8 -0.7
# Benchmark Index: CNX NIFTY

Investment Info

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. There can be no assurance that the investment objectives of the Scheme will be realized.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Feb 12, 2008
Benchmark CNX NIFTY
Asset Size (Rs cr) 36.81 (Sep-30-2014)
Minimum Investment Rs.500
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Saurabh Kataria
View performance of schemes managed by the Fund Manager
Notes Bank of India have acquired 51% stake in the joint venture from Bharti Ventures and AXA Investment Managers Asia Holdings w.e.f. May 23, 2012. Hence the name of the schemes will be pre fixed with BOI AXA in place of Bhati AXA.

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments N.A.

Contact Details

Regd. Office 51, East wing, Kalpataru Synergy, Vakola, Santacruz (E), Mumbai - 400 055, 400 055
Tel. No. 022-40479000
Fax No. 022-40479001
Email service@boiaxa-im.com
Website http://www.boiaxa-im.com

Peer Comparison

ELSS Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Tax Saver - Direct (G) Not Ranked
95.72 3.2 14.4 56.3 -- --
HDFC Tax Saver (G) Rank 4
4,525.59 3.1 14.1 55.5 27.8 15.5
SBI Magnum Tax Gain - Direct (G) Not Ranked
55.91 1.9 15.5 49.2 -- --
SBI Magnum Tax Gain (G) Rank 3
4,777.58 1.7 15.2 48.5 29.0 13.6
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
37.93 5.2 24.8 83.5 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 28, 14)

Equity Sector Value
(Rs cr)
Asset %
No Holdings Data Available

Full Portfolio

Sector Allocation (Nov 28, 14)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Nov 28, 14)

Equity 98.50
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.50

View All

Sector (%)
Top 3 N.A.

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