Fund has been able to generate better returns compared to other funds in the same category
Insufficient Data
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
— | 16.62 | 1.98 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.42 | 14.65 | 2.11 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 3 yrs | — |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Not allowed | Not allowed |
BenchmarkBenchmark |
---|
BSE 500 - TRI |
Equity Linked Savings Scheme or ELSS are the equity funds that invest majorly in equity or equity-related instruments. They offer the tax benefits under the new Section 80C of the Income Tax Act 1961.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Bank of India Midcap Tax Fund-Sr 1 | 41.09% | 15.75% | 17.33% |
Axis ELSS Tax Saver Fund | 35.53% | 9.36% | 18.50% |
SBI Long Term Equity Fund | 53.28% | 26.46% | 18.07% |
Mirae Asset ELSS Tax Saver Fund | 36.46% | 16.21% | 21.26% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Equity
Others
Holdings
5.39 %
Holdings
5.22 %
Holdings
3.78 %
Bank of India Investment Managers (formerly BOI AXA Investment Managers) is a wholly owned subsidiary of Bank of India, which was founded in 1906 as a banking services company and later nationalised in 1969. The AMC BOI brings 14 years of rich experience in fund management catering to the needs of investors across various investment objectives. The fund house currently manages 17 varied mutual fund schemes across 2 lakh+ investors and 2700+ Cr. in AUM.
No.of Schemes
20
Total AUM
₹ 10,960.96 Cr.
Nilesh Jethani
AUM: ₹656.40 Cr.
|
Exp: 9yrs
PG Program in Global Financial Markets, CFA-Level 2
He has over 9 years of experience in Equity Research across Financial, IT and Capital Goods sector.
Manager Performance (0)
Gains are treated as long-term capital gains and taxed at 10%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Returns
Fund has been able to generate better returns compared to other funds in the same category