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BOI AXA Tax Advantage Fund - Retail Plan (G)

PLAN: Retail Plan OPTIONS: Growth
52.720 0.06 (0.11%)

NAV as on 18 Oct, 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
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ranking by CRISIL

Not Ranked

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

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on 18 Oct, 2017)

Period Returns (%) Rank #
1 mth 1.2 12
3 mth 11.2 5
6 mth 22.2 5
1 year 26.0 9
2 year 17.2 36
3 year 17.1 31
5 year 18.4 22

# Moneycontrol Rank within 109 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 15.3 6.4 8.4 - -
2016 -6.8 7.9 8.2 -12.0 -1.9
2015 5.8 -3.1 -1.9 -1.8 1.4
2014 6.3 17.3 5.4 9.2 43.7
2013 -6.8 3.0 - 10.4 8.3
2012 11.7 -0.2 8.3 3.0 24.7

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 1.2 11.2 22.2 26.0 17.2 17.1 18.4
Category avg -0.1 4.3 12.1 16.9 13.6 12.3 12.4
Difference of Fund returns and Category returns 1.3 6.9 10.1 9.1 3.6 4.8 6.0
Best of category 2.5 11.6 26.8 30.0 25.6 23.1 24.2
Worst of category -2.2 0.1 2.0 6.9 7.4 8.2 9.9
Benchmark returns # 3.2 2.2 10.5 16.9 10.8 8.3 12.3
Difference of Fund returns and Benchmark returns -2.0 9.0 11.7 9.1 6.4 8.8 6.1
# 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) 91.78 (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 4
13,359.09 6.1 14.8 19.4 16.7 22.8
Axis Long Term Equity - Direct (G) Rank 4
926.97 6.5 15.5 20.8 18.1 --
Reliance Tax Saver (ELSS) (G) Rank 3
8,405.84 3.1 12.2 20.5 14.4 21.4
HDFC Tax Saver (G) Rank 3
6,113.27 1.4 7.8 19.6 11.9 16.8
SBI Magnum Tax Gain (G) Rank 4
5,613.89 2.1 10.5 14.0 12.6 16.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Sep 29, 17)

Equity Sector Value
(Rs cr)
Asset %
IndusInd Bank Banking/Finance 3.87 4.22
Yes Bank Banking/Finance 3.25 3.54
Graphite India Engineering 2.76 3.01
Maruti Suzuki Automotive 2.68 2.92
Minda Ind Automotive 2.63 2.87
Motilal Oswal Banking/Finance 2.62 2.85
Shankara Buildi Miscellaneous 2.28 2.48
Future Retail Retail & Real Estate 2.26 2.46
Federal Bank Banking/Finance 2.24 2.44
HDFC Bank Banking/Finance 2.24 2.44

Full Portfolio

Sector Allocation (Sep 29, 17)

Sector %

1-Year

HighLow

Banking/Finance 31.32 0.00 0.00
Engineering 12.89 0.00 0.00
Automotive 10.55 0.00 0.00
Miscellaneous 8.51 0.00 0.00
Chemicals 5.92 0.00 0.00
Pharmaceuticals 4.23 0.00 0.00

View All Sectors

Asset Allocation (%)(Sep 29, 17)

Equity 96.58
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.42

View All

Concentration

Holdings (%)
Top 5 16.56
Top 10 29.23
Sector (%)
Top 3 54.76

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