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BOI AXA Tax Advantage Fund - Retail Plan (G)

PLAN: Retail Plan OPTIONS: Growth
54.700 0.33 (0.60%)

NAV as on 21 Jun, 2018

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 Mar 2018) 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 21 Jun, 2018)

Period Returns (%) Rank #
1 mth -2.1 96
3 mth 0.4 77
6 mth -3.6 48
1 year 17.9 4
2 year 21.3 8
3 year 13.4 25
5 year 20.0 29

# Moneycontrol Rank within 117 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -6.0 - - - -
2017 15.3 6.4 8.4 15.3 56.7
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

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 -2.1 0.4 -3.6 17.9 21.3 13.4 20.0
Category avg -0.8 1.3 -4.0 6.8 13.5 8.7 12.4
Difference of Fund returns and Category returns -1.3 -0.9 0.4 11.1 7.8 4.7 7.6
Best of category 3.9 8.2 5.1 19.4 26.4 19.3 25.5
Worst of category -5.0 -6.2 -17.5 -6.5 9.7 3.5 7.8
Benchmark returns # 2.4 6.4 3.1 11.6 14.3 8.8 13.8
Difference of Fund returns and Benchmark returns -4.5 -6.0 -6.7 6.3 7.0 4.6 6.2
# Benchmark Index: NIFTY 50

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Feb 12, 2008
Benchmark NIFTY 50
Asset Size (Rs cr) 130.62 (Mar-31-2018)
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
14,939.31 7.9 4.0 16.1 12.5 24.1
Axis Long Term Equity - Direct (G) Rank 3
1,176.21 8.2 4.5 17.4 13.8 25.5
Reliance Tax Saver (ELSS) (G) Rank 5
9,729.27 -3.9 -17.5 -3.0 7.5 20.6
Reliance Tax Saver(ELSS)-Direct (G) Rank 5
706.48 -3.7 -17.1 -2.0 8.4 21.6
HDFC Tax Saver - Direct (G) Rank 4
521.59 0.3 -9.2 2.6 10.1 18.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 18)

Equity Sector Value
(Rs cr)
Asset %
IndusInd Bank Banking/Finance 6.22 4.29
Graphite India Engineering 4.72 3.25
Aarti Ind Chemicals 4.46 3.07
HEG Engineering 4.24 2.92
Minda Ind Automotive 4.06 2.80
Sterlite Techno Telecom 4.04 2.79
Cholamandalam Banking/Finance 3.97 2.74
HDFC Bank Banking/Finance 3.96 2.73
Shankara Buildi Miscellaneous 3.94 2.72
IIFL Holdings Banking/Finance 3.78 2.61

Full Portfolio

Sector Allocation (Feb 28, 18)

Sector %

1-Year

HighLow

Banking/Finance 25.17 26.29 26.29
Engineering 11.33 11.34 11.34
Miscellaneous 10.70 9.87 9.87
Automotive 8.78 8.29 8.29
Chemicals 7.47 7.37 7.37
Manufacturing 6.65 6.52 6.52

View All Sectors

Asset Allocation (%)(Feb 28, 18)

Equity 94.55
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 5.45

View All

Concentration

Holdings (%)
Top 5 16.33
Top 10 29.92
Sector (%)
Top 3 47.20

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