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OI AXA Tax Advantage Fund-Direct Plan- Growth

Category: Equity: ELSS
Launch Date: 01-01-2013
Asset Class: Equity
Benchmark: S&P BSE 500 TRI
Expense Ratio: 1.92% As on (31-07-2018)
Status: Open Ended Schemes(Equity Scheme - ELSS) for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 199.63 Cr As on (31-07-2018)
Turn over: 74%
NAV as on

(%)

CAGR Since Inception

%

S&P BSE 500 TRI 12.92%

PERFORMANCE of OI AXA Tax Advantage Fund-Direct Plan- Growth

Scheme Performance (%)

Data as on - 20-08-2018

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 OI AXA Tax Advantage Fund-Direct 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 OI AXA Tax Advantage Fund-Direct Plan- Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
OI AXA Tax Advantage Fund-Direct Plan- Growth 14.04 0.94 -3.65 1.24 - -
Equity: ELSS

PEER COMPARISION of OI AXA Tax Advantage Fund-Direct Plan- Growth

Period
Data as on - 20-08-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)

PORTFOLIO ANALYSIS of OI AXA Tax Advantage Fund-Direct Plan- Growth

Asset Allocation (%)

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