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BOI AXA Tax Advantage Fund-Regular Plan-Dividend

Category: Equity: ELSS
Launch Date: 25-02-2009
Asset Class: Equity
Benchmark: S&P BSE 500 TRI
Expense Ratio: 3.11% As on (30-09-2018)
Status: Open Ended Schemes(Equity Scheme - ELSS) for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 184.08 Cr As on (30-09-2018)
Turn over: 76%
NAV as on 16-11-2018

11.84

0 (0.0%)

CAGR Since Inception

15.01%

S&P BSE 500 TRI 11.65%

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

Scheme Performance (%)

Data as on - 16-11-2018

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-Dividend

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-Dividend

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
BOI AXA Tax Advantage Fund-Regular Plan-Dividend 14.06 0.82 -4.96 1.25 - -
Equity: ELSS - - - - - -

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

Period
Data as on - 16-11-2018
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-Dividend 25-02-2009 -12.11 8.58 5.8 11.82 0.0
Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth 31-03-1993 5.87 14.72 10.59 15.2 0.0
ICICI Prudential Long Term Equity Fund (Tax Saving) - Growth 19-08-1999 4.74 12.01 10.16 16.95 20.49
Axis Long Term Equity Fund - Growth 29-12-2009 4.71 16.25 11.95 20.77 0.0
Taurus Tax Shield- Regular Plan - Growth Option 31-03-1996 3.05 16.86 12.89 15.41 16.49
LIC MF Tax Plan-Regular Plan-Growth 31-03-1997 1.95 13.91 10.69 15.21 14.35
Quantum Tax Saving Fund - Regular Plan Growth Option 01-04-2017 1.54 0.0 0.0 0.0 0.0
Mirae Asset Tax Saver Fund-Regular Plan-Growth 05-12-2015 1.49 19.0 0.0 0.0 0.0
Invesco India Tax Plan - Growth 29-12-2006 1.33 14.79 11.69 18.92 19.91
Indiabulls Tax Savings Fund-Regular Plan-Growth Option 20-12-2017 0.0 0.0 0.0 0.0 0.0

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

Asset Allocation (%)

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