Moneycontrol
SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > ELSS > BOI AXA Mutual Fund > BOI AXA Tax Advantage Fund - Eco Plan (G)

BOI AXA Tax Advantage Fund - Eco Plan (G)

PLAN: Eco Plan OPTIONS: Growth
57.440 0.5 (0.86%)

NAV as on 12 Dec, 2017

CRISIL MF RANK

Not Ranked

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : BOI AXA Mutual Fund FUND CLASS : ELSS
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Sep 2017) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on 12 Dec, 2017)

Period Returns (%) Rank #
1 mth 3.5 11
3 mth 7.0 26
6 mth 19.9 4
1 year 48.4 2
2 year 25.0 17
3 year 16.2 23
5 year 19.6 13

# Moneycontrol Rank within 109 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 15.5 6.6 8.7 - -
2016 -6.6 8.1 8.4 -11.8 -1.1
2015 5.9 -2.9 -1.7 -1.7 2.1
2014 6.4 17.5 5.6 9.4 44.6
2013 -6.6 3.1 0.2 10.6 8.9
2012 11.8 -0.1 8.4 3.1 25.1

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (ELSS)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 3.5 7.0 19.9 48.4 25.0 16.2 19.6
Category avg 1.8 5.6 10.8 29.3 18.1 10.4 12.7
Difference of Fund returns and Category returns 1.7 1.4 9.1 19.1 6.9 5.8 6.9
Best of category 4.4 9.7 24.5 49.4 30.6 19.9 24.5
Worst of category -2.5 -2.7 4.8 18.1 12.0 5.9 8.7
Benchmark returns # 0.1 1.5 6.5 25.3 15.7 7.6 11.7
Difference of Fund returns and Benchmark returns 3.4 5.5 13.4 23.1 9.3 8.6 7.9
# Benchmark Index: NIFTY 50

Investment Info

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.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Feb 12, 2008
Benchmark NIFTY 50
Asset Size (Rs cr) 1.41 (Sep-30-2017)
Minimum Investment Rs.500
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Saurabh Kataria
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments N.A.

Contact Details

Regd. Office B/204, Tower 1, Peninsula Corporate Park, Ganpatrao Kadam Marg, Lower Parel, Mumbai, 400013
Tel. No. 1800-103-2263 / 1800-266-2676
Fax No.
Email service@boiaxa-im.com
Website http://www.boiaxa-im.com

Peer Comparison

ELSS Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Axis Long Term Equity Fund (G) Rank 3
13,359.09 1.8 9.3 31.5 13.0 22.1
Axis Long Term Equity - Direct (G) Rank 3
926.97 2.1 9.9 32.9 14.3 --
Reliance Tax Saver (ELSS) (G) Rank 3
8,405.84 7.5 15.4 38.0 13.5 22.4
Reliance Tax Saver(ELSS)-Direct (G) Rank 3
554.28 7.7 16.0 39.3 14.4 --
HDFC Tax Saver (G) Rank 4
6,113.27 5.2 10.2 31.3 11.0 17.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 17)

Equity Sector Value
(Rs cr)
Asset %
IndusInd Bank Banking/Finance 4.23 3.72
Graphite India Engineering 3.63 3.19
HEG Engineering 3.42 3.01
Motilal Oswal Banking/Finance 3.16 2.78
Maruti Suzuki Automotive 3.12 2.74
Minda Ind Automotive 2.95 2.60
Bhansali Eng Chemicals 2.79 2.45
Federal Bank Banking/Finance 2.74 2.41
Dalmia Bharat Cement 2.69 2.37
Shankara Buildi Miscellaneous 2.68 2.36

Full Portfolio

Sector Allocation (Oct 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 28.28 0.00 0.00
Engineering 13.78 0.00 0.00
Automotive 8.83 0.00 0.00
Miscellaneous 7.57 0.00 0.00
Chemicals 6.14 0.00 0.00
Cement 5.07 0.00 0.00

View All Sectors

Asset Allocation (%)(Oct 31, 17)

Equity 96.80
Others 0.02
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.18

View All

Concentration

Holdings (%)
Top 5 15.44
Top 10 27.63
Sector (%)
Top 3 50.89

News & Videos

News

Messages & Community

Sections
Follow us on
Available On