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BOI AXA Tax Advantage Fund-Regular Plan- Growth

Category: Equity Linked Savings Schemes (ELSS)
Launch Date: 25-02-2009
Asset Class: Equity
Benchmark: Nifty 50 Index
Expense Ratio: 2.67% As on (31-05-2018)
Status: Open Ended Schemes(Equity Scheme - ELSS) for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 181.9 Cr As on (31-05-2018)
Turn over: 84%
NAV as on 15-06-2018

55.82

-0.05 (-0.0896%)

CAGR Since Inception

20.29%

Nifty 50 Index 13.97%

PERFORMANCE of BOI AXA Tax Advantage Fund-Regular Plan- Growth

Scheme Performance (%)

Data as on - 15-06-2018

Yearly Performance (%)

Fund Managers

Mr. Saurabh Kataria

He is a B.Com (Hons.) and MBA (Finance). Prior to joining BOI AXA Investment Managers in 2009 he has worked with Irevna Research, Goldman Sachs and Askar Capital Private Equity.

Investment Objective

The scheme seeks to build a diversified portfolio of stocks of companies having sustainable business models, without any bias of market capitalisation and sector. The scheme will follow top-down approach of equity selection.

RETURNS CALCULATOR for BOI AXA Tax Advantage Fund-Regular Plan- Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of BOI AXA Tax Advantage Fund-Regular Plan- Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
BOI AXA Tax Advantage Fund-Regular Plan- Growth 14.04 0.71 -5.0 0.91 - -
Equity Linked Savings Schemes (ELSS) - - - - - -

PEER COMPARISION of BOI AXA Tax Advantage Fund-Regular Plan- Growth

Period
Data as on - 15-06-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
BOI AXA Tax Advantage Fund-Regular Plan- Growth 25-02-2009 20.22 22.84 15.07 20.01 0.0
Axis Long Term Equity Fund - Growth 29-12-2009 18.23 18.67 14.3 24.2 0.0
Invesco India Tax Plan - Growth 29-12-2006 17.86 19.05 13.95 21.43 16.28
Aditya Birla Sun Life Tax Relief 96 - Growth Option 06-03-2008 17.16 19.59 15.67 22.94 13.58
Aditya Birla Sun Life Tax Plan - Regular Plan - Growth Option 02-02-1999 16.87 19.1 15.2 22.19 13.33
IDFC Tax Advantage (ELSS) Fund-Regular Plan-Growth 26-12-2008 15.14 21.75 13.96 21.8 0.0
Taurus Tax Shield- Regular Plan - Growth Option 31-03-1996 14.71 20.49 14.23 17.44 11.87
LIC MF Tax Plan-Regular Plan-Growth 31-03-1997 12.36 17.22 10.48 17.63 9.87
Mirae Asset Tax Saver Fund-Regular Plan-Growth 28-12-2015 12.15 23.87 0.0 0.0 0.0
Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth 31-03-1993 11.96 16.07 11.04 16.49 0.0

PORTFOLIO ANALYSIS of BOI AXA Tax Advantage Fund-Regular Plan- Growth

Asset Allocation (%)

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