BOI AXA Tax Advantage Fund Add to compare
51.54
-1.33
(-2.52%)
1 day change as on 21 Sep 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 177.23
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 209.30 -7.47 -3.93 -2.54 1.35 11.97 17.58 19.01
ICICI Prudential Long Term Equity Fund (Tax Saving) 5773.46 -0.69 4.92 8.95 12.95 12.35 19.75 20.9
Invesco India Tax Plan 627.29 -4.48 0.83 8.72 10.83 13.51 22.06 14.9
Axis Long Term Equity Fund 18752.32 -2.95 1.74 10.61 10.32 12.69 23.86 18.5
Taurus Taxshield 54.87 -2.64 3.06 7.77 10.08 15.25 17.85 14.28
Canara Robeco Equity Tax Saver Fund 936.19 -4.77 4.32 10.21 10.00 11.81 16.96 21
Top 10 Holdings
Company Name Sector Name Asset %
CBLO(CCIL) Current Assets 5.04
Vinati Organics Chemicals 2.76
Dilip Buildcon Ltd. Construction 2.68
Aarti Industries Ltd. Chemicals 2.5
Maruti Suzuki India Ltd. Automobile 2.39
 
Company Name Sector Name Asset %
Eicher Motors Ltd. Automobile 2.21
Lumax Industries Ltd. Automobile 2.2
Blue Star Ltd. Consumer Goods 2.1
Dalmia Bharat Ltd. Cement & Cement Products 2.01
Ashok Leyland Ltd. Automobile 1.85
AUM Movement
Asset Allocation