BOI AXA Tax Advantage Fund (IDCW)

BOI AXA Tax Advantage Fund (IDCW)

Very HighEquityTax Saving
Not Rated
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Scheme Details

2.45%

Expense Ratio

₹1,436 cr

Fund Size

₹500

Minimum Lumpsum

₹500

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
31.57%
16.42%
24.54%
19.39%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
BOI AXA Tax Advantage Fund (IDCW)
31.57%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
S
Sundaram Emerging Small Cap Series IV - Dir (G)
13.03%
S
Sundaram Emerging Small Cap Series V - Dir (G)
8.3%

Holdings

Holdings
Sector Wise
ICICI Bank
5.83%
HDFC Bank
5.22%
Infosys
5.14%
Bajaj Finance
3.99%
Reliance Industr
3.31%

Fund Manager

S
Saurabh Kataria
A
Aakash Manghani