Item: Bank of India Tax Advantage Fund Direct Plan Growth
Rating: 5
Author: Morningstar

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137.120 (0.329%)

NAV on September 29, 2023

Category Equity:
ELSS (Tax Savings)

Investment StyleBox

Large Growth

Total Assets 843 cr

Turnover Ratio 72.83%

Expense Ratio 1.24%

Exit Load -

Returns

1M: 5.02%
1Y: 26.31%
3M: 11.54%
3Y: 26.98%
6M: 26.06%
5Y: 21.52%

Min Investment 500

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SECTOR WEIGHTINGS (%)

Financial 34.64%

Industrial 13.56%

Technology 4.26%

Basic Materials 9.43%

Consumer Cyclical 8.85%

Utilities Services 5.65%

Healthcare Services 8.08%

Energy Services 3.60%

Communication Services 0.00%

Consumer Defensive 8.68%

Real Estate 3.26%

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. 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).

You will not receive any dividends. Your investments will get the largest benefit of compounding.

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Top Rated
Top Performing

Top Elss (Tax Savings) Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Bank of India Tax Advantage Fund Direct Plan Growth	137.120	26.31%	843 cr	1.24%	Above Average
JM Tax Gain Fund (Direct) - Growth	38.178	26.04%	90 cr	1.42%	Above Average
Bandhan Tax Advantage (ELSS) Fund - Direct Plan - Growth	134.524	25.68%	5,073 cr	0.63%	Above Average
Kotak Tax Saver-Scheme-Growth - Direct	100.198	23.60%	4,089 cr	0.56%	Below Average
DSP Tax Saver Fund Direct Plan Growth	105.617	23.51%	11,863 cr	0.80%	Average
Mirae Asset Tax Saver Fund -Direct Plan-Growth	39.898	22.53%	17,630 cr	0.66%	Average
PGIM India ELSS Tax Saver Fund Dir Gr	30.430	19.71%	696 cr	0.85%	Average