S&P BSE SENSEX
34924.87 261.76 (0.76%)
NIFTY 50
10605.15 91.30 (0.87%)
Mutual Funds
BOI AXA Tax Advantage Fund - Direct Plan (G)

PLAN - Direct OPTION - Growth

60.630  0.76 (1.27%)

Nav as on May 25, 2018

 Watchlist  Portfolio

Crisil MF Ranking Not Ranked
Fund CategoryELSS
Fund FamilyBOI AXA Mutual Fund
Fund TypeOpen Ended
Investment TypeEquity
Launch DateJan 01, 2013
BenchmarkCNX NIFTY
Asset SizeRs 11.78 cr (Mar 31, 2018)
Minimum InvstRs. 500
Last DividendNA
BonusNA
52 Week HighRs. 64.36 (Jan 15, 2018)
52 Week LowRs. 45.58 (May 24, 2017)
Fund ManagerSaurabh Kataria
PERFORMANCE (as on May 25, 2018)

returns

SchemeReturnsRank #
1 mth -2.4% 86
3 mth 3.7% 3
6 mth 4.3% 9
1 year 30.6% 1
2 years 26.8%* 3
3 years 15.7%* 3
5 years 21.4%* 14

# Moneycontrol Rank within 120 ELSS Schemes

* Returns over 1 year are Annualised

 
analysis (as on May 25, 2018)
Fund Returns (A) 30.6%
Category Average (B)* 11.5%
Difference (A-B) +19.1%
Benchmark returns # (C) 11.5%
Difference (A-C) 19.1%
Best Returns in category* 31.2%
Worst Returns in category* -0.6%

# Benchmark Index: CNX NIFTY

* Fund Category: ELSS

 
Top 10 Holdings (as on Feb 28, 2018)
Equity Sector Asset%
IndusInd Bank Banking/Finance 4.29%
Graphite India Engineering 3.25%
Aarti Ind Chemicals 3.07%
HEG Engineering 2.92%
Minda Ind Automotive 2.80%
Sterlite Techno Telecom 2.79%
Cholamandalam Banking/Finance 2.74%
HDFC Bank Banking/Finance 2.73%
Shankara Buildi Miscellaneous 2.72%
IIFL Holdings Banking/Finance 2.61%

TOP 5 Sector Allocation

Sector Asset %
No Sector Allocation Data Available

Asset Allocation

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

Top ranked funds *****

Fund Category - ELSS

Scheme
IDFC Tax Adv. (ELSS) -Direct (G) 21.9%
IDFC Tax Advantage (ELSS)-RP (G) 20.5%
Principal Tax Savings - Direct 14.3%
Principal Tax Savings 13.8%

View all Top Ranked Funds »

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