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SET SMS ALERT Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 3.7 | 40 |
| 3 mth | 3.8 | 12 |
| 6 mth | 4.1 | 34 |
| 1 year | 21.2 | 29 |
| 2 year | 4.6 | 35 |
| 3 year | 2.6 | 42 |
| 5 year | - | - |
# Moneycontrol Rank within 53 ELSS Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -6.8 | - | - | - | - |
| 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 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (ELSS)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 3.7 | 3.8 | 4.1 | 21.2 | 4.6 | 2.6 | -- |
| Category avg | 4.1 | 2.4 | 4.5 | 20.7 | 5.4 | 5.5 | 3.1 |
| Difference of Fund returns and Category returns | -0.4 | 1.4 | -0.4 | 0.5 | -0.8 | -2.9 | -- |
| Best of category | 7.0 | 7.4 | 10.3 | 30.1 | 13.2 | 13.5 | 11.7 |
| Worst of category | 1.1 | -1.2 | -9.1 | -2.4 | -13.3 | -10.1 | -9.2 |
| Benchmark returns # | 4.8 | 4.5 | 8.9 | 24.6 | 6.5 | 7.4 | 3.6 |
| Difference of Fund returns and Benchmark returns | -1.1 | -0.7 | -4.8 | -3.4 | -1.9 | -4.8 | -- |
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.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Feb 12, 2008 |
| Benchmark | CNX NIFTY |
| Asset Size (Rs cr) | 33.86 (Mar-30-2013) |
| Minimum Investment | Rs.500 |
| Last Dividend | N.A. View Dividend History |
| Bonus | N.A. |
| Fund Manager | Prateek Agrawal / 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. |
| Entry Load | N.A |
|---|---|
| Exit Load | 0.00% |
| Load Comments | N.A. |
| Regd. Office | 51, East wing, Kalpataru Synergy, Vakola, Santacruz (E), Mumbai - 400 055, 400 055 |
|---|---|
| Tel. No. | 022-40479000 |
| Fax No. | 022-40479001 |
| service@boiaxa-im.com | |
| Website | http://www.boiaxa-im.com |
| ELSS | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| SBI Magnum Tax Gain (G) | Rank 3 |
4,578.79 | 3.8 | 5.3 | 22.0 | 6.7 | 4.8 |
| HDFC Tax Saver (G) | Rank 4 |
3,490.65 | 0.9 | 4.0 | 16.0 | 5.3 | 9.0 |
| UTI Master Equity Plan (US) | Not Ranked |
1,261.75 | 3.9 | 7.3 | 25.0 | 8.0 | 5.7 |
| Reliance Tax Saver (ELSS) (G) | Rank 3 |
2,036.92 | 4.9 | 4.2 | 18.8 | 9.1 | 9.6 |
| L&T Tax Advantage (G) | Rank 3 |
1,166.81 | 3.3 | 4.4 | 20.3 | 7.5 | 8.9 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| ICICI Bank | Banking/Finance | 3.07 | 9.06 |
| ITC | Tobacco | 2.62 | 7.73 |
| HDFC Bank | Banking/Finance | 2.01 | 5.93 |
| Larsen | Engineering | 1.95 | 5.76 |
| Infosys | Technology | 1.70 | 5.02 |
| Reliance | Oil & Gas | 1.69 | 5.00 |
| HDFC | Banking/Finance | 1.65 | 4.86 |
| Sun Pharma | Pharmaceuticals | 1.41 | 4.16 |
| Axis Bank | Banking/Finance | 1.00 | 2.96 |
| Maruti Suzuki | Automotive | 0.90 | 2.66 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 29.64 | 30.39 | 22.15 |
| Technology | 14.32 | 15.66 | 7.33 |
| Pharmaceuticals | 10.58 | 11.14 | 9.72 |
| Automotive | 10.25 | 10.71 | 4.90 |
| Tobacco | 7.73 | 8.72 | 6.51 |
| Engineering | 5.76 | 8.18 | 5.05 |
| Equity | 97.82 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 2.18 |
| Holdings | (%) |
|---|---|
| Top 5 | 33.50 |
| Top 10 | 53.14 |
| Sector | (%) |
|---|---|
| Top 3 | 54.54 |
BOI AXA MF introduces BOI AXA SIP Shield facility
BOI AXA Mutual Fund introduces BOI AXA SIP Shield facility under two schemes.
Dec 06, 2012 at 16:27 | Source: Moneycontrol.com
MF AUM rises to Rs 7.47 trillion in Q3-2012
Mutual Fund AUM rises to Rs 7.47 trillion in Q3 2012, highest q-o-q growth in two years.
Oct 05, 2012 at 11:54 | Source: Moneycontrol.com
BOI AXA MF announces Single Plan Structure across schemes
BOI AXA Mutual Fund will retain single plan for all schemes in accordance with the One-Scheme-One-Pl ...
Oct 03, 2012 at 15:02 | Source: Moneycontrol.com
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