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 Type
Open-ended
Scheme Category
Credit Risk
Benchmark Type
Crisil Composite Bond Index
Scheme AUM (in Crs.)
₹ 799.19
Expense Ratio
1.79%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 4173
Min Subscription
₹ 5000
Min Addition Subscription
₹ 5000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Credit Risk |
| Benchmark Type | Crisil Composite Bond Index |
| Scheme AUM (in Crs.) | ₹ 799.19 |
| Expense Ratio | 1.79% |
| Scheme Class | Debt |
| AMC AUM (in Crs.) | ₹ 4173 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 5000 |
Performance
Comparison
Portfolio
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
Karuna Healthcare Pvt. Ltd.
Debenture
8.63
Sintex-BAPL Ltd.
Debenture
6.31
Mahindra & Mahindra Financial Services Ltd.
CP
6.24
Coffee Day Natural Resources Pvt Ltd.
Debenture
5.82
Northern ARC Capital Ltd.
Debenture
4.66
IL&FS Financial Services Ltd.
CP
4.61
Halcyon Finance & Capital Advisors Pvt. Ltd.
Debenture
4.39
DRSR Logistics Pvt. Ltd.
Debenture
3.66
Kwality Ltd.
Debenture
3.60
Dewan Housing Finance Corpn. Ltd.
Debenture
3.24
Asset Allocation(%)
Debenture
76.16
CBLO
3.98
Structured Obligation
1.95
Net Receivables
1.81
Commercial Paper
16.07
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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