Home>Mutual Funds>BOI AXA Mutual Fund>BOI AXA Credit Risk Fund Direct Growth
shareSHARE

BOI AXA Credit Risk Fund Direct Growth+0.05%

-44.47%
1 Year Return
Debt
Credit Risk
1.0star
6M
1Y
3Y
5Y
All

Fund Details

BOI AXA Credit Risk Fund Direct Growth

RiskModerate
Min SIP AmountNot Supported
Expense Ratio1.23%
NAV₹4.02 (25 Jan 2021)
Fund Started27 Feb 2015
Fund Size70 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
-44.5%
-32.7%
-17.9%
-23.7%
Category Average
0.4%
1.3%
3.8%
-
Rank Within Category
17
16
15
-
*All returns are annualized.
SIP
Minimum SIP amount0
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with -44.5% returns per annum

Comparison

Data not available
Pros
Found nothing so far.
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Risk-adjusted returns are lower compared to the category
3. 1Y Returns are lower than the category average returns
4. 3Y Returns are lower than the category average returns
5. 5Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Amanta Healthcare Ltd.HealthcareDebenture18.4%
Axis Bank Ltd.FinancialCD7.7%
Housing Development Finance Corpn. Ltd.FinancialCP7.1%
Dinram Holdings Pvt. Ltd.FinancialDebenture2.4%
Amanta Healthcare Ltd.HealthcareDebenture1.9%
Accelarating Education and Development Pvt. Ltd.ServicesDebenture1.1%
Accelarating Education and Development Pvt. Ltd.ServicesDebenture1.1%
Kwality Ltd.FMCGDebenture0.0%
Sintex-BAPL Ltd.AutomobileDebenture0.0%

Fund Managers

Alok Singh
keyboard_arrow_down

BOI AXA Credit Risk Fund Direct Growth Details

BOI AXA Credit Risk Fund Direct Growth is a Debt Mutual Fund Scheme launched by BOI AXA Mutual Fund. This scheme was made available to investors on 27 Feb 2015. Alok Singh is the Current Fund Manager of BOI AXA Credit Risk Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹70 Cr and the Latest NAV as of 25 Jan 2021 is ₹4.02.

The BOI AXA Credit Risk Fund Direct Growth is rated Moderate risk. Exit load of 4% if redeemed within 12 months, 3% if redeemed after 12 months but within 24 months and 2% if redeemed after 24 months but within 36 months.

Investment Objective

The Scheme will invest predominantly in corporate debt securities. There will be no exposure in the portfolio to dated Government Securities and State Development Loans.

Tax Implications

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Scheme Information Document(SID)

Not Supported
Min for First Investment
Not Supported
Min for Second Investment
Exit load of 4% if redeemed within 12 months, 3% if redeemed after 12 months but within 24 months and 2% if redeemed after 24 months but within 36 months.
Exit Load

Compare Funds

BOI AXA Credit Risk Fund Direct Growth
VS
search

About BOI AXA Mutual Fund

Address
BOI AXA Investment Managers Pvt. Ltd. B/204, Tower 1, Peninsula Corporate Park, Ganpatrao Kadam Ma Mumbai 400055
Phone
022-40479000
Launch Date
31 Mar 2008
Website
NA
BOI AXA Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Similar Funds