Fund Details
BOI AXA Short Term Income Fund Regular Growth
| Risk | Moderate |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 1.10% |
| NAV | ₹16.98 (25 Jan 2021) |
|---|---|
| Fund Started | 19 Dec 2008 |
| Fund Size | ₹30 Cr |
Returns
Comparison
1. Age is more than 10 years
2. Exit load is zero
3. Age is more than 10 years
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. Risk is higher compared to the benchmark
4. 1Y Returns are lower than the benchmark
5. 3Y Returns are lower than the benchmark
6. 5Y Returns are lower than the benchmark
7. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
8. Risk-adjusted returns are lower compared to the category
9. 1Y Returns are lower than the category average returns
10. 3Y Returns are lower than the category average returns
11. 5Y Returns are lower than the category average returns
12. 10Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Housing Development Finance Corpn. Ltd. | Financial | CP | 10.0% |
| Bharat Petroleum Corpn. Ltd. | Energy | Debenture | 9.0% |
| REC Ltd. | Financial | Debenture | 8.8% |
| Power Grid Corporation of India Ltd. | Energy | Bonds | 8.7% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 8.4% |
| Axis Bank Ltd. | Financial | CD | 8.1% |
| GOI | Sovereign | GOI Sec | 3.4% |
| Reserve Bank of India | Financial | T-Bills | 3.3% |
| Sintex-BAPL Ltd. | Automobile | Debenture | 0.0% |
Fund Managers
BOI AXA Short Term Income Fund Regular Growth Details
BOI AXA Short Term Income Fund Regular Growth is a Debt Mutual Fund Scheme launched by BOI AXA Mutual Fund. This scheme was made available to investors on 19 Dec 2008. Piyush Baranwal is the Current Fund Manager of BOI AXA Short Term Income Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹30 Cr and the Latest NAV as of 25 Jan 2021 is ₹16.98.
The BOI AXA Short Term Income Fund Regular Growth is rated Moderate risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000.
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% into securities having average maturity of more than 370 days.
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.
