BOI AXA Tax Advantage Fund Add to compare
53.97
-0.33
(-0.61%)
1 day change as on 21 Feb 2018
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 Entry Load Average Asset Size (Rs cr.)
Open Ended Nil 118.16
Investment Plan Exit Load Minimum Investment (Rs.)
Growth Nil 500
Launch Date Fund Manager Last Dividend
25-02-2009 Saurabh Kataria 0.00
Benchmark Email / Website Bonus
Nifty 50 service@bhartiaxa-im.com / www.bhartiaxa-im.com
AMC Name
BOI AXA Investment Managers Private Limited
Fund Name AUM (Rs. Cr) Return (%)
1 Mth 3 Mths 6 Mths 1 Yr 3 Yrs 5 Yrs Since Inception
BOI AXA Tax Advantage Fund 141.86 -8.15 1.18 12.79 31.63 11.47 19.24 20.61
IDFC Tax Advantage (ELSS) Fund 1012.20 -5.32 2.02 11.76 31.11 13.16 21.26 21.03
PRINCIPAL Tax Savings Fund 397.90 -6.83 -1.32 12.02 27.07 13.67 21.15 14.98
Aditya Birla Sun Life Tax Relief 96 4949.08 -4.78 -0.29 10.69 26.13 11.82 21.84 11.89
Aditya Birla Sun Life Tax Plan 695.33 -4.86 -0.42 10.55 25.78 11.26 21.06 12.52
Aditya Birla Sun Life Tax Savings Fund 27.29 -4.79 -0.44 10.29 25.55 11.53 18.67 15.03
Top 10 Holdings
Company Name Sector Name Asset %
CBLO(CCIL) Current Assets 5.9
IndusInd Bank Ltd. Financial Services 4.57
Minda Industries Ltd. Automobile 3.13
Graphite India Ltd. Industrial Manufacturing 3.05
HDFC Bank Ltd. Financial Services 2.97
 
Company Name Sector Name Asset %
Yes Bank Ltd. Financial Services 2.87
HEG Ltd. Industrial Manufacturing 2.87
Aarti Industries Ltd. Chemicals 2.83
IIFL Holdings Ltd. Financial Services 2.57
Maruti Suzuki India Ltd. Automobile 2.55
AUM Movement
Asset Allocation