BOI AXA Tax Advantage Fund Add to compare
47.36
0.03
(0.06%)
1 day change as on 14 Nov 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 199.10
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
S&P BSE 500 TRI 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 182.75 0.45 -16.81 -17.52 -10.91 8.86 14.07 17.34
Canara Robeco Equity Tax Saver Fund 821.73 2.53 -8.48 -1.40 4.80 10.31 14.98 20.02
Axis Long Term Equity Fund 16467.23 1.13 -9.48 -5.08 3.67 11.40 20.43 17.17
ICICI Prudential Long Term Equity Fund (Tax Saving) 5307.97 1.85 -5.49 -1.01 3.28 9.80 16.67 20.33
Taurus Taxshield 58.79 0.52 -8.80 -4.71 2.33 12.67 15.24 13.76
Quantum Tax Saving Fund 70.88 2.47 -2.10 -0.28 1.27 12.75 15.44 18.32
Top 10 Holdings
Company Name Sector Name Asset %
Vinati Organics Chemicals 3.56
Aarti Industries Ltd. Chemicals 2.7
Maruti Suzuki India Ltd. Automobile 2.53
CBLO(CCIL) Current Assets 2.5
Lumax Industries Ltd. Automobile 2.01
 
Company Name Sector Name Asset %
Eicher Motors Ltd. Automobile 1.97
Ashok Leyland Ltd. Automobile 1.88
Dalmia Bharat Ltd. Cement & Cement Products 1.84
MRF Ltd. Automobile 1.06
The Ramco Cements Ltd. Cement & Cement Products 0.82
AUM Movement
Asset Allocation