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Bank of India Credit Risk Fund - Direct Plan

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
Expense Ratio	1.25%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 166
AMC AUM (in Crs.)	₹ 3,626
Min Addition Subscription	₹ 5,000

Benchmark Type

CRISIL Short Term Bond Fund TR INR

Exit Load

Exit load of 4.0%, if redeemed between (0-12) months. Exit load of 3.0%, if redeemed between (12-24) months. Exit load of 2.0%, if redeemed between (24-36) months. No Exit load, if redeemed after 36 months.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Baroda BNP Paribas Credit Risk Fund - Direct Plan	1000	5000	8.81%
PGIM India Credit Risk Fund - Direct Plan	1000	1000	0.01%
Kotak Credit Risk Fund - Direct Plan	1000	1000	8.21%
UTI Credit Risk Fund - Direct Plan	1000	1000	8.14%

Top 10 Holdings

Company	Holding Type	Asset(%)
Treps	Cash - Repurchase Agreement	13
Steel Authority Of India Limited	Bond - Corporate Bond	9
Piramal Capital & Housing Finance Limited	Bond - Corporate Bond	9
Century Textiles And Industries Limited	Bond - Corporate Bond	9
Manappuram Finance Limited	Bond - Corporate Bond	9
Godrej Industries Limited	Bond - Corporate Bond	9
Small Industries Development Bank Of India	Bond - Corporate Bond	8
Net Receivables / (Payables)	Cash - Collateral	8
TATA Motors Finance Limited	Bond - Corporate Bond	7
Power Finance Corporation Ltd.	Bond - Corporate Bond	6

Asset Allocation(%)

Asset	Percent
Bond - Corporate Bond	78
Cash - Repurchase Agreement	13
Cash - Collateral	8
Preferred Stock	0

Sector Allocation(%)

Sector	Percent
Bond - Corporate Bond	78
Cash - Repurchase Agreement	13
Cash - Collateral	8
Preferred Stock	0

Fund Manager

Alok Singh

7+ years of experience

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.

service@boimf.in

Phone

1800 - 102 - 4444

Address

Bank of India Investment Managers Private Limited,B/204, Tower 1, Peninsula Corporate Park,,Ganpatrao Kadam Marg,,Lower Parel, Mumba, Mumbai - 400 013

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m