BOI AXA Short Term Income Fund Direct Dividend Quarterly+0.06%

2Groww
-13.40%
1 Year Return
Debt
Short Duration
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

BOI AXA Short Term Income Fund Direct Dividend Quarterly

RiskModerate
Min SIP Amount₹500
Expense Ratio0.56%
NAV8.4 (21 Aug 2019)
Fund Started05 Feb 2013
Fund Size71 Cr

Returns

1Y
3Y*
5Y*
Since inception*
BOI AXA Short Term Income Fund Direct Dividend Quarterly
-13.4%
0.1%
4.2%
5.3%
Category Average
9.0%
NA
NA
-
Rank within category
28
26
24
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -13.4% annual returns

    Comparison

    Data not available
    Pros
    1. 3Y Returns are higher than the benchmark
    2. 5Y Returns are higher than the benchmark
    3. Exit load is zero
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk is higher compared to the benchmark
    3. 1Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    GOISovereignGOI Sec14.9%
    Aadhar Housing Finance Ltd.FinancialSO13.7%
    Coffee Day Natural Resources Pvt Ltd.FMCGDebenture13.4%
    Indian Railway Finance Corpn. Ltd.FinancialDebenture7.5%
    Bharat Petroleum Corpn. Ltd.EnergyDebenture7.3%
    REC Ltd.FinancialDebenture7.1%
    Power Finance Corpn. Ltd.FinancialBonds7.1%
    Bank Of BarodaFinancialCD6.8%
    Housing Development Finance Corpn. Ltd.FinancialCP6.8%
    Avendus Finance Pvt. Ltd.FinancialDebenture5.6%
    See All

    Other Details

    BOI AXA Short Term Income Fund Direct Dividend Quarterly is a Debt Mutual Fund Scheme launched by BOI AXA Mutual Fund. This scheme was introduced to investors on 05 Feb 2013. Piyush Baranwal is the Current Fund Manager of BOI AXA Short Term Income Fund Direct Dividend Quarterly.The fund currently has an Asset Under Management(AUM) of ₹71 Cr and the Latest NAV as of 21 Aug 2019 is ₹8.4.

    The BOI AXA Short Term Income Fund Direct Dividend Quarterly is rated Moderate risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Nil.

    Investment Objective

    The Scheme seeks to generate income and capital appreciation by investing in a diversified portfolio of debt and money market securities. However, there can be no assurance that the income can be generated, regular or otherwise, or the investment objectives of the Scheme will be realized.

    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)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Nil
    Exit Load

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    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
    30 Mar 2008
    Website
    NA
    BOI AXA Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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    + ₹1,000
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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