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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%)

Returns and rankings

Category: 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 cons

Category: Debt Short Duration

Pros

  • 1Y Returns are higher than the category average returns
  • Exit load is zero

Cons

  • Asset 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

Expense ratio, exit load and tax

Expense ratio: 0.81%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns 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 amounts

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

Fund management

Alok Singh
Jan 2020 - Present
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Amit Modani
Jan 2020 - Present
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Fund house & investment objective

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Fund house contact details

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