Name: BOI AXA Short Term Income Fund Direct Growth
Brand: BOI AXA Mutual Fund

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BOI AXA Short Term Income Fund Direct Growth
Debt
Short Duration
Moderate Risk
4.85%
1Y return
+0.01% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 03 Aug 2021₹18.53
Min. SIP AmountNA
Rating1star
Fund Size₹29.84 Cr
Return calculator
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹0 (0.00%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Debt Short Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns4.8%-3.0%1.2%4.6%
Category average4.3%6.4%6.4%NA
Rank with in category172523NA
Understand termsinfo
Holdings (8)NameSectorInstrumentAssets
Bharat Petroleum Corporation Ltd.EnergyDebenture8.9%
REC Ltd.FinancialDebenture8.6%
Power Grid Corporation of India Ltd.
EnergyBonds8.5%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture8.3%
Axis Bank Ltd.FinancialCD8.3%
National Highways Authority of India Ltd.
ServicesBonds6.9%
GOI
SovereignGOI Sec6.6%
Reserve Bank of India
FinancialT-Bills3.3%
Pros and consCategory: Debt Short Duration
Pros1Y Returns are higher than the category average returns
Exit load is zero
ConsAsset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
3Y Returns are lower than the category average returns
5Y Returns are lower than the category average returns
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Expense ratio, exit load and taxExpense ratio: 0.81%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
Understand termsinfo
Minimum investment amountsMin. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIPNA
Fund managementAlok Singh
Jan 2020 - Present
View Details
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Education
Mr. Singh is a CFA and PGDBA from ICFAI Business School.
Experience
Prior to joining BOI AXA AMC he has worked with BNP Paribas Asset Management and Axis Bank
Also manages these schemes
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BOI AXA Large & Mid Cap Equity Fund Regular IDCW Quarterly
BOI AXA Large & Mid Cap Equity Fund Eco Growth
BOI AXA Large & Mid Cap Equity Fund Eco Bonus
BOI AXA Large & Mid Cap Equity Fund Regular Growth
BOI AXA Large & Mid Cap Equity Fund Eco IDCW Quarterly
BOI AXA Large & Mid Cap Equity Fund Regular Bonus
BOI AXA Large & Mid Cap Equity Fund Regular IDCW
BOI AXA Large & Mid Cap Equity Fund Eco IDCW
BOI AXA Short Term Income Fund Regular Growth
BOI AXA Short Term Income Fund Regular IDCW Monthly
BOI AXA Short Term Income Fund Regular IDCW Quarterly
BOI AXA Conservative Hybrid Fund Regular Growth
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BOI AXA Conservative Hybrid Fund Regular IDCW Yearly
BOI AXA Conservative Hybrid Fund Regular IDCW Monthly
BOI AXA Conservative Hybrid Fund Eco IDCW Monthly
BOI AXA Conservative Hybrid Fund Eco IDCW Quarterly
BOI AXA Ultra Short Duration Fund Regular IDCW Daily
BOI AXA Liquid Fund Regular IDCW Daily
BOI AXA Manufacturing & Infrastructure Fund Growth
BOI AXA Manufacturing & Infrastructure Fund IDCW Quarterly
BOI AXA Manufacturing & Infrastructure Fund IDCW
BOI AXA Large & Mid Cap Equity Fund Direct Bonus
BOI AXA Large & Mid Cap Equity Fund Direct IDCW
BOI AXA Large & Mid Cap Equity Fund Direct IDCW Quarterly
BOI AXA Large & Mid Cap Equity Fund Direct Growth
BOI AXA Manufacturing & Infrastructure Direct IDCW
BOI AXA Manufacturing & Infrastructure Direct Growth
BOI AXA Manufacturing & Infrastructure Direct IDCW Quarterly
BOI AXA Liquid Fund Direct IDCW Daily
BOI AXA Liquid Fund Direct Growth
BOI AXA Liquid Fund Direct IDCW Weekly
BOI AXA Ultra Short Duration Fund Direct Growth
BOI AXA Ultra Short Duration Fund Direct IDCW Daily
BOI AXA Ultra Short Duration Fund Direct IDCW Weekly
BOI AXA Short Term Income Fund Direct Growth
BOI AXA Short Term Income Fund Direct IDCW Monthly
BOI AXA Short Term Income Fund Direct IDCW Quarterly
BOI AXA Conservative Hybrid Fund Direct Growth
BOI AXA Conservative Hybrid Fund Direct IDCW Monthly
BOI AXA Conservative Hybrid Fund Direct IDCW Quarterly
BOI AXA Conservative Hybrid Fund Direct IDCW Yearly
BOI AXA Ultra Short Duration Fund Direct Bonus
BOI AXA Equity Debt Rebalancer Fund Regular Growth
BOI AXA Equity Debt Rebalancer Fund Direct Growth
BOI AXA Equity Debt Rebalancer Fund Regular IDCW
BOI AXA Equity Debt Rebalancer Fund Direct IDCW
BOI AXA Credit Risk Fund Regular Growth
BOI AXA Credit Risk Fund Direct Growth
BOI AXA Capital Protection Oriented Series 5 Regular IDCW
BOI AXA Mid & Small Cap Equity & Debt Fund Direct Growth
BOI AXA Mid & Small Cap Equity & Debt Fund Regular IDCW
BOI AXA Mid & Small Cap Equity & Debt Fund Regular Growth
BOI AXA Mid & Small Cap Equity & Debt Fund Direct IDCW
BOI AXA Liquid Unclaimed Unclaimed Redemption Above 3 yrs
BOI AXA Liquid Unclaimed Unclaimed IDCW Upto 3 yrs
BOI AXA Overnight Fund Regular Growth
BOI AXA Overnight Fund Direct Growth
BOI AXA Flexi Cap Fund Direct Growth
BOI AXA Flexi Cap Fund Regular Growth
BOI AXA Flexi Cap Fund Direct IDCW
Nitish Gupta
Dec 2018 - Present
View Details
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Education
Mr. Gupta is a BE and MBA.
Experience
Prior to joining BOI AXA Mutual Fund he has worked with PGIM India Mutual Fund as a Fund Manager.
Also manages these schemes
BOI AXA Liquid Fund Regular Growth
BOI AXA Liquid Fund Regular IDCW Weekly
BOI AXA Ultra Short Duration Fund Regular IDCW Weekly
BOI AXA Ultra Short Duration Fund Regular Growth
BOI AXA Short Term Income Fund Regular Growth
BOI AXA Short Term Income Fund Regular IDCW Monthly
BOI AXA Short Term Income Fund Regular IDCW Quarterly
BOI AXA Ultra Short Duration Fund Regular IDCW Daily
BOI AXA Liquid Fund Regular IDCW Daily
BOI AXA Liquid Fund Direct IDCW Daily
BOI AXA Liquid Fund Direct Growth
BOI AXA Liquid Fund Direct IDCW Weekly
BOI AXA Ultra Short Duration Fund Direct Growth
BOI AXA Ultra Short Duration Fund Direct IDCW Daily
BOI AXA Ultra Short Duration Fund Direct IDCW Weekly
BOI AXA Short Term Income Fund Direct Growth
BOI AXA Short Term Income Fund Direct IDCW Monthly
BOI AXA Short Term Income Fund Direct IDCW Quarterly
BOI AXA Ultra Short Duration Fund Direct Bonus
BOI AXA Equity Debt Rebalancer Fund Regular Growth
BOI AXA Equity Debt Rebalancer Fund Direct Growth
BOI AXA Equity Debt Rebalancer Fund Regular IDCW
BOI AXA Equity Debt Rebalancer Fund Direct IDCW
BOI AXA Liquid Unclaimed Unclaimed Redemption Above 3 yrs
BOI AXA Liquid Unclaimed Unclaimed IDCW Upto 3 yrs
Amit Modani
Jan 2020 - Present
View Details
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Education
Mr. Modani is Chartered Accountant
Experience
Prior to joining BOI AXA Mutual Fund, he has worked with Quantum Asset Management Company Private Limited and Pramerica Asset Managers Pvt. Ltd.
Also manages these schemes
BOI AXA Liquid Fund Regular Growth
BOI AXA Liquid Fund Regular IDCW Weekly
BOI AXA Ultra Short Duration Fund Regular IDCW Weekly
BOI AXA Ultra Short Duration Fund Regular Growth
BOI AXA Short Term Income Fund Regular Growth
BOI AXA Short Term Income Fund Regular IDCW Monthly
BOI AXA Short Term Income Fund Regular IDCW Quarterly
BOI AXA Ultra Short Duration Fund Regular IDCW Daily
BOI AXA Liquid Fund Regular IDCW Daily
BOI AXA Liquid Fund Direct IDCW Daily
BOI AXA Liquid Fund Direct Growth
BOI AXA Liquid Fund Direct IDCW Weekly
BOI AXA Ultra Short Duration Fund Direct Growth
BOI AXA Ultra Short Duration Fund Direct IDCW Daily
BOI AXA Ultra Short Duration Fund Direct IDCW Weekly
BOI AXA Short Term Income Fund Direct Growth
BOI AXA Short Term Income Fund Direct IDCW Monthly
BOI AXA Short Term Income Fund Direct IDCW Quarterly
BOI AXA Ultra Short Duration Fund Direct Bonus
BOI AXA Equity Debt Rebalancer Fund Regular Growth
BOI AXA Equity Debt Rebalancer Fund Direct Growth
BOI AXA Equity Debt Rebalancer Fund Regular IDCW
BOI AXA Equity Debt Rebalancer Fund Direct IDCW
BOI AXA Liquid Unclaimed Unclaimed Redemption Above 3 yrs
BOI AXA Liquid Unclaimed Unclaimed IDCW Upto 3 yrs
Mirae Asset Short Term Fund Direct IDCW
Mirae Asset Short Term Fund Direct Growth
Mirae Asset Short Term Fund Regular Growth
Mirae Asset Short Term Fund Regular IDCW
BOI AXA Overnight Fund Regular Growth
BOI AXA Overnight Fund Direct Growth
Fund house & investment objective
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BOI AXA Mutual Fund
Rank (total assets)#31 in India
Total AUM2,233.54 Cr
Date of Incorporation31 Mar 2008
BOI AXA Short Term Income Fund Direct Growth is a Debt Mutual Fund Scheme launched by BOI AXA Mutual Fund. This scheme was made available to investors
BOI AXA Short Term Income Fund Direct Growth is a Debt Mutual Fund Scheme launched by BOI AXA Mutual Fund. This scheme was made available to investors on 31 Mar 2008. Piyush Baranwal is the Current Fund Manager of BOI AXA Short Term Income Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,234 Cr and the Latest NAV as of 03 Aug 2021 is ₹18.53.
The BOI AXA Short Term Income Fund Direct Growth is rated Moderate risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000. ...Read more
Investment Objective
The scheme seeks to generate reasonable returns by investing in debt and money market instruments. The scheme would not be investing more than 70% int
The scheme seeks to generate reasonable returns by investing in debt and money market instruments. The scheme would not be investing more than 70% into securities having average maturity of more than 370 days.
...Read more
Fund benchmarkCRISIL Short-Term Bond
descriptionScheme Information Document(SID)
Fund house contact details
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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
E-mail
[email protected]boiaxa-im.com
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,
Email
[email protected]
Website
www.karvymfs.com
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	1Y	3Y	5Y	All
Fund returns	4.8%	-3.0%	1.2%	4.6%
Category average	4.3%	6.4%	6.4%	NA
Rank with in category	17	25	23	NA

Name	Sector	Instrument	Assets
Bharat Petroleum Corporation Ltd.	Energy	Debenture	8.9%
REC Ltd.	Financial	Debenture	8.6%
Power Grid Corporation of India Ltd.	Energy	Bonds	8.5%
Small Industries Devp. Bank of India Ltd.	Financial	Debenture	8.3%
Axis Bank Ltd.	Financial	CD	8.3%
National Highways Authority of India Ltd.	Services	Bonds	6.9%
GOI	Sovereign	GOI Sec	6.6%
Reserve Bank of India	Financial	T-Bills	3.3%

Min. for 1st investment	₹5,000
Min. for 2nd investment onwards	₹1,000

Rating	1
Fund Size	₹29.84 Cr