| Category: Equity: ELSS |
| Launch Date: 25-02-2009 |
| Asset Class: Equity |
| Benchmark: S&P BSE 500 TRI |
| Expense Ratio: 2.56% As on (30-06-2020) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 261.59 Cr As on (30-06-2020) |
| Turn over: 177.00 |
57.95
0.37 (0.6385%)
16.58%
S&P BSE 500 TRI 8.69%
PERFORMANCE of BOI AXA Tax Advantage Fund-Regular Plan- Growth
Scheme Performance (%) Data as on - 07-08-2020
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| BOI AXA Tax Advantage Fund-Regular Plan- Growth | 21.34 | 5.93 | 7.6 | 9.54 | 16.58 |
| S&P BSE 500 TRI | -12.61 | -3.39 | 2.56 | 6.63 | 8.69 |
| Equity: ELSS | 4.39 | 0.92 | 4.98 | 9.37 | 10.85 |
Yearly Performance (%)
Fund Managers
Aakash Manghani
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 BOI AXA Tax Advantage Fund-Regular Plan- Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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
Key Performance and Risk Statistics of BOI AXA Tax Advantage Fund-Regular Plan- Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| BOI AXA Tax Advantage Fund-Regular Plan- Growth | 14.04 | 0.71 | -5.0 | 0.91 | - | - |
| Equity: ELSS | - | - | - | - | - | - |
PEER COMPARISION of BOI AXA Tax Advantage Fund-Regular Plan- Growth
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| BOI AXA Tax Advantage Fund-Regular Plan- Growth | 25-02-2009 | 21.34 | 0.98 | 5.93 | 7.6 | 9.54 |
| Quant Tax Plan-Growth | 01-04-2000 | 23.79 | 6.68 | 6.3 | 12.31 | 7.65 |
| Parag Parikh Tax Saver Fund- Regular Growth | 05-07-2019 | 16.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth | 31-03-1993 | 12.74 | 4.05 | 7.28 | 7.45 | 10.51 |
| Shriram Long Term Equity Fund - Regular Growth | 18-01-2019 | 10.9 | 0.0 | 0.0 | 0.0 | 0.0 |
| Union Long Term Equity Fund - Growth Option | 23-12-2011 | 10.33 | 1.47 | 3.5 | 3.21 | 0.0 |
| Aditya Birla Sun Life Tax Relief 96 - Growth Option | 05-03-1996 | 8.52 | -2.43 | 2.78 | 6.23 | 10.26 |
| UTI - Long Term Equity Fund (Tax Saving) - Regular Plan - Growth Option | 01-08-2005 | 8.37 | -0.59 | 2.11 | 4.9 | 8.31 |
| Invesco India Tax Plan - Growth | 29-12-2006 | 8.35 | -0.63 | 4.73 | 6.87 | 11.52 |
| BNP Paribas Long Term Equity Fund - Growth Option | 05-01-2006 | 7.81 | 2.97 | 3.16 | 4.89 | 11.16 |