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BOI AXA Tax Advantage Fund - Regular Plan - Growth

  • Regular
  • Direct
Category : ELSS
Fund House : BOI AXA Mutual Fund
(Min ₹500 for SIP, ₹500 for one time investment)
  • Latest (Updated on 30th Sep 2019)
    Crisil Rank
  • (Updated on 30th Jun 2019)
    Crisil Rank
  • (Updated on 31st Mar 2019)
    Crisil Rank
  • (Updated on 31st Dec 2018)
    Crisil Rank
  • (Updated on 30th Sep 2018)
    Crisil Rank
Should you invest in this fund? - Fund has improved its performance compared to similar funds in the ELSS. Existing investors can hold their investments. Fund performance is still average compared to peers so fresh investments can be avoided.

Returns (NAV as on 19th November, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 11-Nov-19 10000.00 - - 0.03% 45/67
1 Month 18-Oct-19 10222.10 2.22% - 2.31% 37/67
3 Month 19-Aug-19 11186.40 11.86% - 8.63% 6/66
6 Month 17-May-19 11065.60 10.66% - 4.71% 7/65
YTD 01-Jan-19 11181.80 11.82% - 0.64% 6/65
1 Year 19-Nov-18 11312.20 13.12% 13.12% 6.54% 15/64
2 Year 17-Nov-17 10225.90 2.26% 1.12% 0.23% 31/54
3 Year 18-Nov-16 14658.60 46.59% 13.58% 11.21% 11/46
5 Year 19-Nov-14 15065.20 50.65% 8.54% 8.53% 17/34
10 Year 19-Nov-09 24970.10 149.70% 9.58% 11.15% 25/28
Since Inception 25-Feb-09 54310.00 443.10% 17.07% 9.78% 13/62

SIP Returns (NAV as on 19th November, 2019)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 19-Nov-18 12000 13287.6 10.73 % 20.4 %
2 Year 17-Nov-17 24000 25269.41 5.29 % 5.03 %
3 Year 18-Nov-16 36000 40212.53 11.7 % 7.31 %
5 Year 19-Nov-14 60000 74972.1 24.95 % 8.84 %
10 Year 19-Nov-09 120000 216446.94 80.37 % 11.35 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.09% 2.32% 12.38% 7.45% 8.55% 13.87% 0.97% 13.60% 8.53%
Nifty 50 0.49% 2.89% 8.91% 1.44% 3.23% 12.60% 7.94% 14.09% 7.38%
Benchmark: S&P BSE 500 TRI 0.44% 2.82% 9.10% 1.90% 1.93% 10.10% 4.55% 13.64% 8.82%
Category Average 0.28% 2.59% 9.44% 1.57% 0.91% 7.74% 0.22% 11.30% 8.56%
Category Rank 50/67 37/67 6/66 6/65 5/65 16/64 31/54 11/46 16/34
Best in Category 0.87% 5.28% 15.33% 11.68% 15.01% 23.97% 9.92% 17.78% 13.00%
Worst in Category -0.27% -0.02% 2.25% -11.27% -16.86% -11.88% -17.39% 4.63% 3.64%

Best Quarters

Period This Fund Nifty 50 S&P BSE 500 TRI Category Average
Q4 - 2017 16.20% 5.84% 8.90% 11.45%
Q1 - 2017 16.03% 12.16% 14.08% 14.22%
Q3 - 2017 9.34% 2.54% 3.01% 2.98%

Worst Quarters

Period This Fund Nifty 50 S&P BSE 500 TRI Category Average
Q1 - 2018 -6.04% -2.14% -4.29% -8%
Q3 - 2018 -10.58% 3.29% 0.58% -2.93%
Q4 - 2016 -10.28% -6.39% -7.07% -6.02%

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