+91 73377 40002

9AM - 8PM

Asset Size:280Cr
Expense Ratio:2.66%
Fund Manager(s):Saurabh Kataria,
5year Returns:2.1%

BOI AXA Tax Advantage Regular Growth

BOI AXA       

Tax Savings
ELSS (Tax Savings)

Nav : 43.63 ( -1.07%) April 3rd, 2020

People currently viewing this : 1

Rank (of 245)

Not Ranked

Annualized Returns(5 yrs)

2.1%

Investment Horizon

>3 Yr

Doubled Money

33yrs 4m

Returns since February 25th, 2009

14.19%

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

7.7L

Projected Maturity Amount

64.9L

BOI AXA     

Tax Savings
ELSS (Tax Savings)

Nav : 43.63 ( -1.07%) April 3rd, 2020

People currently viewing this : 1

Upwardly's Take :

Over the years, ELSS funds have given the best returns out of all the tax saving instruments under 80 C like PF, FDs, ULIPs, Post office deposits, KVP etc. This fund has a lock-in for 3 years.

Ideal for medium-term to long term goals. Invest in this fund to maximize your returns for a foreseeable future.

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

7.7L

Projected Maturity Amount

64.9L

Rank (of 245)

Not Ranked

Annualized Returns(5 yrs)

2.1%

Investment Horizon

>3 Yr

Doubled Money

33yrs 4m

Returns since February 25th, 2009

14.19%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

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.)

Basic Details
Fund House
BOI AXA
Launch Date
February 25th, 2009
Expense Ratio
2.66%
Fund Category Risk
High
Std Dev (1Yr)
25.455
Std Dev (3Yr)
20.384
Std Dev (5Yr)
18.532
Asset Size
280Cr
Investment Details
Investment Plan
Growth
Return since Launch
14.19 %
Exit Load
No Exit Load
Contact Details
Fund Manager(s)
Phone No.
+91 22 40479000