+91-22-489139095 શ્રેષ્ઠ BOI AXA મ્યુચ્યુઅલ ફંડ યોજનાઓ 2022
વ્યક્તિઓની વિવિધ રોકાણ જરૂરિયાતો પૂરી કરવા માટે,BOI AXA મ્યુચ્યુઅલ ફંડ ઇક્વિટી, ડેટ, હાઇબ્રિડ વગેરે જેવી યોજનાઓનું ભોજન સમારંભ ઓફર કરે છે. આ ઉત્પાદનોનો હેતુ રોકાણકારોની વિવિધ નાણાકીય જરૂરિયાતોને પૂર્ણ કરવાનો છે.
લાંબા સમયથી રોકાણકારોટર્મ પ્લાન અને ઉચ્ચજોખમની ભૂખ પસંદ કરી શકે છેરોકાણ માંઇક્વિટી ફંડ્સ. સરેરાશરોકાણકાર નિયમિત માંગે છેઆવક રોકાણ કરી શકે છેડેટ ફંડ.હાઇબ્રિડ ફંડ ડેટ અને ઇક્વિટી ફંડ બંનેના લાભો મેળવવા માટે એક સારો વિકલ્પ છે, કારણ કે હાઇબ્રિડ બંને સાધનોમાં રોકાણ કરે છે. નીચેના શ્રેષ્ઠ BIO AXA છેમ્યુચ્યુઅલ ફંડ રોકાણને પ્રાધાન્ય આપવાની યોજના.
જેમ કે અમુક પરિમાણો હાથ ધરીને આ ભંડોળને શોર્ટલિસ્ટ કરવામાં આવ્યું છેનથી, AUM, ભૂતકાળનું પ્રદર્શન, પીઅર સરેરાશ વળતર, વગેરે.
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BOI AXA MF સ્કીમ્સમાં શા માટે રોકાણ કરવું?
a યોજનાઓની વિવિધતા
BOI AXA મ્યુચ્યુઅલ ફંડ વિવિધ પ્રકારની યોજનાઓ ઓફર કરે છે જે રોકાણકારોને વ્યાપક પ્રદાન કરે છેશ્રેણી પસંદ કરવા માટેના વિકલ્પો. વ્યક્તિ તેમની ટૂંકા, મધ્ય અને લાંબા ગાળાની યોજના બનાવી શકે છેરોકાણ યોજના વિવિધ MF યોજનાઓમાં રોકાણ કરીને જેમ કે- ઇક્વિટી, ડેટ, હાઇબ્રિડ ફંડ્સ અને અન્ય ઘણી બધી.
b જોખમ સંચાલન
કંપની જોખમ ઘટાડવા માટે મજબૂત જોખમ સંચાલન અને જોખમ નિયંત્રણ પદ્ધતિઓ લાગુ કરે છેપરિબળ મ્યુચ્યુઅલ ફંડ રોકાણમાં.
c નવીન ઉત્પાદનો
BOI AXA ફંડ હાઉસ ગ્રાહકોને નવીન ઉત્પાદનો ઓફર કરે છે જેમ કે Liq-uity અનેSIP ગ્રાહકોને શિલ્ડ. શ્રેષ્ઠ નફો મેળવવા માટે આ નવીન ઉત્પાદનોમાં રોકાણ કરીને વ્યક્તિ તેમના મ્યુચ્યુઅલ ફંડ રોકાણની યોજના બનાવી શકે છે.
ડી. દરેક માટે યોગ્ય
BOI AXA MF કંપનીની મ્યુચ્યુઅલ સ્કીમ્સ કોઈપણ પ્રકારના જોખમની ભૂખ ધરાવતા રોકાણકારોની જરૂરિયાતોને પૂરી કરવા માટે ડિઝાઇન કરવામાં આવી છે - નીચી, સરેરાશ કે ઊંચી. તેથી, રોકાણકારો તેમની જોખમની ક્ષમતાનો ઉપયોગ કરી શકે છે અને તે મુજબ BOI AXA ની યોજનાઓમાં રોકાણ કરી શકે છે.
5 શ્રેષ્ઠ BOI AXA મ્યુચ્યુઅલ ફંડ યોજનાઓ
Fund NAV Net Assets (Cr) Min Investment Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) Since launch (%) 2024 (%) BOI AXA Ultra Short Duration Fund Growth ₹3,257.55
↓ -0.56 ₹159 5,000 1,000 1.1 2.5 6.2 6.4 5.4 7 6.5 BOI AXA Conservative Hybrid Fund Growth ₹34.3127
↑ 0.08 ₹65 10,000 1,000 -0.6 0.4 4.7 7.2 10.1 7.6 4.2 BOI AXA Large and Mid Cap Equity Fund Growth ₹89.37
↑ 1.41 ₹456 5,000 1,000 -0.9 3.8 13.3 17.6 16.7 13.5 6.8 BOI AXA Tax Advantage Fund Growth ₹158.69
↑ 3.20 ₹1,402 500 500 -2.3 0.6 7.9 17.8 17.3 17.7 -3.5 BOI AXA Liquid Fund Growth ₹3,108.23
↑ 0.49 ₹1,107 5,000 1,000 1.4 2.9 6.4 7 5.9 6.7 6.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jan 26 Research Highlights & Commentary of 5 Funds showcased
Commentary BOI AXA Ultra Short Duration Fund BOI AXA Conservative Hybrid Fund BOI AXA Large and Mid Cap Equity Fund BOI AXA Tax Advantage Fund BOI AXA Liquid Fund Point 1 Bottom quartile AUM (₹159 Cr). Bottom quartile AUM (₹65 Cr). Lower mid AUM (₹456 Cr). Highest AUM (₹1,402 Cr). Upper mid AUM (₹1,107 Cr). Point 2 Oldest track record among peers (17 yrs). Established history (16+ yrs). Established history (17+ yrs). Established history (16+ yrs). Established history (17+ yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Low. Point 5 1Y return: 6.18% (bottom quartile). 5Y return: 10.07% (lower mid). 5Y return: 16.66% (upper mid). 5Y return: 17.29% (top quartile). 1Y return: 6.43% (lower mid). Point 6 1M return: 0.31% (upper mid). 3Y return: 7.21% (lower mid). 3Y return: 17.60% (upper mid). 3Y return: 17.78% (top quartile). 1M return: 0.48% (top quartile). Point 7 Sharpe: 1.15 (upper mid). 1Y return: 4.67% (bottom quartile). 1Y return: 13.26% (top quartile). 1Y return: 7.92% (upper mid). Sharpe: 4.02 (top quartile). Point 8 Information ratio: 0.00 (bottom quartile). 1M return: -0.67% (lower mid). Alpha: -2.45 (lower mid). Alpha: -10.85 (bottom quartile). Information ratio: 1.26 (top quartile). Point 9 Yield to maturity (debt): 6.34% (upper mid). Alpha: -3.14 (bottom quartile). Sharpe: 0.12 (lower mid). Sharpe: -0.36 (bottom quartile). Yield to maturity (debt): 5.94% (lower mid). Point 10 Modified duration: 0.37 yrs (bottom quartile). Sharpe: -0.34 (bottom quartile). Information ratio: 0.25 (upper mid). Information ratio: 0.01 (lower mid). Modified duration: 0.17 yrs (lower mid). BOI AXA Ultra Short Duration Fund
BOI AXA Conservative Hybrid Fund
BOI AXA Large and Mid Cap Equity Fund
BOI AXA Tax Advantage Fund
BOI AXA Liquid Fund
(Erstwhile BOI AXA Treasury Advantage Fund) The Scheme seeks to deliver reasonable market related returns with lower risk and higher liquidity through a portfolio of debt and money market instruments.
The Scheme is not providing any assured or guaranteed returns. Further, there is also no assurance that the investment objective of the Scheme will be achieved. Below is the key information for BOI AXA Ultra Short Duration Fund Returns up to 1 year are on (Erstwhile BOI AXA Regular Return Fund) The Scheme seeks to generate regular income through investments in fixed income securities and also to generate long term capital appreciation by investing a portion in equity and equity related instruments. However, there can be no assurance that the income can be generated, regular or otherwise, or the investment objectives of the Scheme will be realized. Research Highlights for BOI AXA Conservative Hybrid Fund Below is the key information for BOI AXA Conservative Hybrid Fund Returns up to 1 year are on (Erstwhile BOI AXA Equity Fund) The Scheme seeks to generate income and long-term capital appreciation
by investing through a diversified portfolio of predominantly large cap
and mid cap equity and equity related securities including equity derivatives.
The Scheme is in the nature of large and mid cap fund. The Scheme is not
providing any assured or guaranteed returns Research Highlights for BOI AXA Large and Mid Cap Equity Fund Below is the key information for BOI AXA Large and Mid Cap Equity Fund Returns up to 1 year are on 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.) Research Highlights for BOI AXA Tax Advantage Fund Below is the key information for BOI AXA Tax Advantage Fund Returns up to 1 year are on Objective The Scheme seeks to deliver reasonable market related returns with lower risk and higher liquidity through a portfolio of debt and money market instruments.
However there can be no assurance that the investment objectives of the Scheme will be realized. Research Highlights for BOI AXA Liquid Fund Below is the key information for BOI AXA Liquid Fund Returns up to 1 year are on 1. BOI AXA Ultra Short Duration Fund
BOI AXA Ultra Short Duration Fund
Growth Launch Date 16 Jul 08 NAV (28 Jan 26) ₹3,257.55 ↓ -0.56 (-0.02 %) Net Assets (Cr) ₹159 on 31 Dec 25 Category Debt - Ultrashort Bond AMC BOI AXA Investment Mngrs Private Ltd Rating ☆☆☆☆ Risk Moderately Low Expense Ratio 0.97 Sharpe Ratio 1.15 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 6.34% Effective Maturity 4 Months 17 Days Modified Duration 4 Months 13 Days Sub Cat. Ultrashort Bond Growth of 10,000 investment over the years.
Date Value Returns for BOI AXA Ultra Short Duration Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month 0.3% 3 Month 1.1% 6 Month 2.5% 1 Year 6.2% 3 Year 6.4% 5 Year 5.4% 10 Year 15 Year Since launch 7% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.5% 2023 6.7% 2022 6.2% 2021 4.4% 2020 3.2% 2019 4.9% 2018 7.5% 2017 7.6% 2016 8% 2015 9.1% Fund Manager information for BOI AXA Ultra Short Duration Fund
Name Since Tenure Data below for BOI AXA Ultra Short Duration Fund as on 31 Dec 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. BOI AXA Conservative Hybrid Fund
BOI AXA Conservative Hybrid Fund
Growth Launch Date 18 Mar 09 NAV (28 Jan 26) ₹34.3127 ↑ 0.08 (0.22 %) Net Assets (Cr) ₹65 on 31 Dec 25 Category Hybrid - Hybrid Debt AMC BOI AXA Investment Mngrs Private Ltd Rating ☆☆☆☆ Risk Moderate Expense Ratio 2.23 Sharpe Ratio -0.34 Information Ratio -0.82 Alpha Ratio -3.14 Min Investment 10,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Hybrid Debt Growth of 10,000 investment over the years.
Date Value Returns for BOI AXA Conservative Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month -0.7% 3 Month -0.6% 6 Month 0.4% 1 Year 4.7% 3 Year 7.2% 5 Year 10.1% 10 Year 15 Year Since launch 7.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.2% 2023 7% 2022 10.9% 2021 21.5% 2020 8.5% 2019 11.4% 2018 -7.3% 2017 -2.5% 2016 14.3% 2015 8.7% Fund Manager information for BOI AXA Conservative Hybrid Fund
Name Since Tenure Data below for BOI AXA Conservative Hybrid Fund as on 31 Dec 25
Asset Allocation
Asset Class Value Equity Sector Allocation
Sector Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. BOI AXA Large and Mid Cap Equity Fund
BOI AXA Large and Mid Cap Equity Fund
Growth Launch Date 21 Oct 08 NAV (28 Jan 26) ₹89.37 ↑ 1.41 (1.60 %) Net Assets (Cr) ₹456 on 31 Dec 25 Category Equity - Large & Mid Cap AMC BOI AXA Investment Mngrs Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.48 Sharpe Ratio 0.12 Information Ratio 0.25 Alpha Ratio -2.45 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Large & Mid Cap Growth of 10,000 investment over the years.
Date Value Returns for BOI AXA Large and Mid Cap Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month -2.4% 3 Month -0.9% 6 Month 3.8% 1 Year 13.3% 3 Year 17.6% 5 Year 16.7% 10 Year 15 Year Since launch 13.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.8% 2023 16.6% 2022 29.3% 2021 1.9% 2020 33.8% 2019 17.5% 2018 8.5% 2017 -15.1% 2016 42.1% 2015 1.3% Fund Manager information for BOI AXA Large and Mid Cap Equity Fund
Name Since Tenure Data below for BOI AXA Large and Mid Cap Equity Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. BOI AXA Tax Advantage Fund
BOI AXA Tax Advantage Fund
Growth Launch Date 25 Feb 09 NAV (28 Jan 26) ₹158.69 ↑ 3.20 (2.06 %) Net Assets (Cr) ₹1,402 on 31 Dec 25 Category Equity - ELSS AMC BOI AXA Investment Mngrs Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.09 Sharpe Ratio -0.36 Information Ratio 0.01 Alpha Ratio -10.85 Min Investment 500 Min SIP Investment 500 Exit Load NIL Sub Cat. ELSS Growth of 10,000 investment over the years.
Date Value Returns for BOI AXA Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month -0.7% 3 Month -2.3% 6 Month 0.6% 1 Year 7.9% 3 Year 17.8% 5 Year 17.3% 10 Year 15 Year Since launch 17.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 -3.5% 2023 21.6% 2022 34.8% 2021 -1.3% 2020 41.5% 2019 31.2% 2018 14.6% 2017 -16.3% 2016 57.7% 2015 -1.2% Fund Manager information for BOI AXA Tax Advantage Fund
Name Since Tenure Data below for BOI AXA Tax Advantage Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. BOI AXA Liquid Fund
BOI AXA Liquid Fund
Growth Launch Date 16 Jul 08 NAV (28 Jan 26) ₹3,108.23 ↑ 0.49 (0.02 %) Net Assets (Cr) ₹1,107 on 31 Dec 25 Category Debt - Liquid Fund AMC BOI AXA Investment Mngrs Private Ltd Rating ☆☆☆ Risk Low Expense Ratio 0.13 Sharpe Ratio 4.02 Information Ratio 1.26 Alpha Ratio 0.08 Min Investment 5,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 5.94% Effective Maturity 1 Month 20 Days Modified Duration 2 Months 1 Day Sub Cat. Liquid Fund Growth of 10,000 investment over the years.
Date Value Returns for BOI AXA Liquid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month 0.5% 3 Month 1.4% 6 Month 2.9% 1 Year 6.4% 3 Year 7% 5 Year 5.9% 10 Year 15 Year Since launch 6.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.6% 2023 7.4% 2022 7% 2021 4.9% 2020 3.3% 2019 4.1% 2018 6.4% 2017 7.4% 2016 6.7% 2015 7.6% Fund Manager information for BOI AXA Liquid Fund
Name Since Tenure Data below for BOI AXA Liquid Fund as on 31 Dec 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
BOI AXA મ્યુચ્યુઅલ ફંડમાં ઑનલાઇન કેવી રીતે રોકાણ કરવું?
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Research Highlights for BOI AXA Ultra Short Duration Fund