BOI AXA Tax Advantage IDCW Reinvest Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

BOI AXA Tax Advantage IDCW Reinvest Direct Plan

NAV
₹66.7900
-3.43%
(4 Apr)
AUM
1,182 Cr
TER
0.84%
Risk
Very High Risk
Rating
Insights
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Compare with other fund
1Y
+11.3%
+7.8%
+7.8%
+4.2%
+3.6%
-2.4%
3Y
+21.1%
+23.3%
+23.3%
+13.8%
+20.2%
+16.4%
5Y
+31.6%
+33.0%
+33.0%
+26.5%
+29.0%
+29.2%
ALL
+15.1%
+16.2%
+16.2%
+14.2%
+16.1%
+17.0%
VOL
19.0%
17.5%
17.5%
-
18.0%
16.9%
TER
1.1%
1.1%
1.1%
-
0.7%
0.8%
AUM
₹14,671 Cr
₹25,724 Cr
₹25,724 Cr
-
₹3,405 Cr
₹1,182 Cr
INFO
0.79
0.93
0.93
-
0.90
1.01
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
BOI AXA Tax Advantage IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
HDFC Bank Ltd
5.2%
State Bank of India
4.9%
Vedanta Ltd
4.7%
Coforge Ltd
4.1%
Treps
3.8%
Ami Organics Ltd
3.0%
ICICI Bank Ltd
2.9%
Dixon Technologies (India) Ltd
2.8%
NTPC Ltd
2.5%
Hindustan Aeronautics Ltd Ordinary Shares
2.2%
Top industry exposure
Financial Services
25.0%
Technology
15.9%
Basic Materials
14.6%
Industrials
14.5%
Utilities
6.5%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
74%
Lock-in period
3Y
Exit load
No exit load
Fund objective
The Scheme seeks to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities across all market capitalisations. The Scheme is in the nature of diversified multi-cap fund. The Scheme is not providing any assured or guaranteed returns.(There can be no assurance that the investment objectives of the Scheme will be realized).
Fund manager(s)
Alok Singh

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