BOI AXA Short Term Income Fund Regular Growth+0.01%

-0.17%
1 Year Return
Debt
Short Duration
1.0star
6M
1Y
3Y
5Y
All

Fund Details

BOI AXA Short Term Income Fund Regular Growth

RiskModerate
Min SIP AmountNot Supported
Expense Ratio1.10%
NAV16.88 (27 Oct 2020)
Fund Started19 Dec 2008
Fund Size33 Cr

Returns

1Y
3Y*
5Y*
Since inception*
BOI AXA Short Term Income Fund Regular Growth
-0.2%
-3.2%
1.3%
4.5%
Category Average
9.0%
6.3%
7.0%
-
Rank within category
26
23
23
-
*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
    0
    with -0.2% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Exit load is zero
    3. Age is more than 10 years
    Cons
    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

    NameSectorInstrument% Assets
    GOISovereignGOI Sec29.9%
    Housing Development Finance Corpn. Ltd.FinancialCP12.0%
    Union Bank of IndiaFinancialCD9.1%
    Export-Import Bank Of IndiaFinancialCD9.1%
    Bharat Petroleum Corpn. Ltd.EnergyDebenture8.1%
    REC Ltd.FinancialDebenture8.0%
    Sintex-BAPL Ltd.AutomobileDebenture0.0%

    Fund Managers

    addAlok Singh
    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
    Funds Managed

    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 ₹33 Cr and the Latest NAV as of 27 Oct 2020 is ₹16.88.

    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.

    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
    31 Mar 2008
    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,
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