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Investors understand that their principal will be at moderately high risk
BOI AXA Tax Advantage Fund
This product is suitable for investors who are seeking*:
|FUND TYPE||An Open-Ended Equity Linked Savings Scheme|
|INVESTMENT OBJECTIVE||The Scheme seeks to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities across all market capitalizations. 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 EXPERIENCE||Saurabh Kataria
Saurabh has over 11 years of experience in the Financial Services industry. He joined BOI AXA IM in August 2009. Before joining BOI AXA, Saurabh has worked at Askar Capital Private Equity for 2 years. Prior to that, he has worked at Goldman Sachs and Irevna Research Services for 3 years. Saurabh is a Bachelor of Commerce (Hons.) and an MBA from ICFAI Business School (IBS - Hyderabad).
He is managing this fund since June 2013.
|BENCHMARK||Nifty 50 Index|
|PLANS / OPTIONS||The Scheme offers following Plans:
• Eco Plan (withdrawn for Subscription w.e.f. October
1, 2012)• Regular Plan
• Direct Plan
|MIN. APPLICATION AMT/ADDITIONAL AMT||• 500/- and in multiples of 1.00/- for Purchases
including Purchases through Systematic Investment Plan (SIP)/ Systematic Transfer Plan (STP) and Additional Purchases. STP from this Scheme to another scheme shall be permitted only after 3 year lock-in period
|LOAD STRUCTURE||• Entry Load : Nil
• Exit Load : Nil
|DATE OF ALLOTMENT||February 25, 2009|
|LOCK-IN PERIOD||3 years|
|TOTAL EXPENSE RATIO
||Click here to view the latest TER|
• Monthly SIP
• Monthly STP
• SIP SHIELD Available
*Investors should consult their financial advisor if they are not clear about the suitability of the product.
Mutual Funds investments are subject to market risks, read all scheme related documents carefully.
Statutory Details: BOI AXA Mutual Fund has been set up as a Trust (under the Indian Trust Act, 1882) by AXA Investment Managers, Sponsor of the Fund. The Sponsor is not responsible for any loss resulting from the operations of the schemes beyond the contribution of an amount of 1 lakh made by it towards setting up the Mutual Fund. Trustee: BOI AXA Trustee Services Private Limited, a limited liability company. Investment Manager: BOI AXA Investment Managers Private Limited, a limited liability company. Risk Factors: All mutual funds and securities investments are subject to market risks and there can be no assurance that the Scheme's objectives will be achieved and the NAV of the Plans under the Scheme may go up or down depending upon the factors and forces affecting the securities market. Past performance of the Sponsors and their affiliates / AMC / Mutual Fund and its Scheme(s) do not indicate the future performance of the Scheme(s) of the Mutual Fund. Investors in the Scheme are not being offered any guaranteed / assured returns. The name of the Scheme does not in any manner indicate either the quality of the Scheme, their future prospects or returns. BOI AXA Tax Advantage Fund is an open-ended equity linked savings scheme. Investment 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. Investments in the Scheme are subject to a lock-in period of 3 years from the respective dates of allotment of Units. Copies of the Scheme Information Document / Key Information Memorandum / Statement of Additional Information can be obtained at any of our Investor Service Centers or on AMC Website www.bhartiaxa-im.com. Mutual Funds Investments are subject to market risks. Investors are requested to read the Scheme Information Document / Statement of Additional Information / Addenda carefully before investing.
© Copyright BOI AXA Investment Managers Private Limited, 2012. All Rights Reserved. Mutual Funds investments are subject to market risks, read all scheme related documents carefully. Compliance with KYC norms is mandatory for investing in Mutual Funds.