BOI AXA Credit Risk Direct
The Scheme’s investment objective is to generate capital appreciation over the long term by investing predominantly in corporate debt across the credit spectrum within the universe of investment grade rating. To achieve this objective, the Scheme will seek to make investments in rated, unrated instruments and structured obligations of public and private companies.
Suitability
Long term capital appreciation
• Investment primarily in corporate debt securities with medium to long term maturities across the credit spectrum within the universe of
• investment grade rating.
Fund Info
| Scheme Class | Debt |
| Scheme Category | Credit Risk |
| Benchmark Type | Crisil Composite Bond Index |
| Expense Ratio | 1.79% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 727 |
| AMC AUM (in Crs.) | ₹ 3,626 |
| Min Addition Subscription | ₹ 5,000 |
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 5000 | 8.0% | |
| 1000 | 1000 | 6.4% | |
| 1000 | 1000 | 8.45% | |
| 1000 | 1000 | 6.88% | |
| 1000 | 1000 | 10.96% | |
| 500 | 500 | 8.54% | |
| 1000 | 1000 | 12.69% | |
| 1000 | 1000 | 8.31% | |
| 1000 | 1000 | 7.52% | |
| 1000 | 1000 | 11.29% | |
| 1000 | 1000 | 12.22% | |
| 1000 | 1000 | 9.57% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| Karuna Healthcare Private Limited | Bond - Corporate Bond | 16 |
| SINTEX-BAPL Limited | Bond - Corporate Bond | 15 |
| Coffee Day Natural Resources Private Limited | Bond - Corporate Bond | 13 |
| DRSR Logistics Services Private Limited | Bond - Corporate Bond | 9 |
| RKV Enterprises Private Limited | Bond - Corporate Bond | 6 |
| Marck Remedies Private Limited | Bond - Corporate Bond | 6 |
| Accelarating Education And Development Private Limited | Bond - Corporate Bond | 5 |
| Accelarating Education And Development Private Limited | Bond - Corporate Bond | 5 |
| Kwality Limited | Bond - Corporate Bond | 4 |
| Axis Bank Limited | Cash - CD Time Deposit | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Bond - Corporate Bond | 97 |
| Cash - CD Time Deposit | 3 |
| Cash - Collateral | 2 |
| Cash | 2 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Bond - Corporate Bond | 97 |
| Cash - CD Time Deposit | 3 |
| Cash - Collateral | 2 |
| Cash | 2 |
BOI AXA Mutual Fund
AUM
₹3,626 Cr
About
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 percent.##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 objective of investors as its focal point.
Email
Phone
1800 - 102 - 4444
Address
B/204, Tower 1, Peninsula Corporate Park,,Ganpatrao Kadam Marg, Lower Parel, Mumbai 400013, Mumbai - 400013
BOI AXA Mutual Fund
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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