BOI AXA Short Term Income Fund - Direct - Dividend-3.31%

3.20%
1 Year Return
Debt
Short Duration
3.0 star
1Y
3Y
5Y

Fund Details

BOI AXA Short Term Income Fund - Direct - Dividend

RiskModerate
Min SIP Amount₹500
Expense Ratio0.56%
NAV9.8 (14 Jun 2019)
Fund Started05 Feb 2013
Fund Size118 Cr

Returns

1Y
3Y*
5Y*
Since inception*
BOI AXA Short Term Income Fund - Direct - Dividend
3.2%
6.4%
7.9%
8.1%
Category Average
9.4%
NA
NA
-
Rank within category
19
16
7
-
*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 3.2% 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
    Coffee Day Natural Resources Pvt Ltd.FMCGDebenture10.7%
    HealthcareBonds10.1%
    Indian Railway Finance Corpn. Ltd.FinancialDebenture6.7%
    FinancialDebenture6.7%
    Sintex-BAPL Ltd.AutomobileDebenture6.7%
    GOISovereignGOI Sec6.7%
    Aadhar Housing Finance Ltd.FinancialSO6.4%
    FinancialCP6.3%
    EnergyDebenture4.7%
    Power Finance Corpn. Ltd.FinancialBonds3.4%
    See All

    About BOI AXA Mutual Fund

    BOI AXA Mutual Fund started their mutual fund on 31/03/2008 and its managing total assets of Rs. 4,325 Cr. Its ranked at 29 as per total assets at end of 30th Sep 2017.

    BOI AXA Investment Managers Private Limited is basically a joint venture between Bank of India and AXA Investment Managers, which is one of the key players in the financial protection industry. Both these companies are trusted brands and have a global presence. Bank of India has 5000 branches across the country and is spread over 22 countries and 5 continents.

    AXA is located in 21 countries and has an asset under management of EUR 746 Billion. Bank of India holds 51% stake, while AXA Investment Manager holds 49%.

    BOI AXA Mutual Funds provide different schemes under various categories of mutual funds, like equity, debt and hybrid. An investor can choose the respective scheme as per his/her risk appetite and investment duration. The AMC always aims to keep investor's objective as its focal point.

    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
    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,
    NAV (14 Jun 2019)   9.83
    Enter investment amount
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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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