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BOI AXA 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	1.28%
Min subscription	₹ -1

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 73
AMC AUM (in Crs.)	₹ 3,626
Min Addition Subscription	₹ -1

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 Credit Risk Fund - Direct Plan	1000	5000	8.4%
PGIM India Credit Risk Fund - Direct Plan	1000	1000	4.01%
Kotak Credit Risk Fund - Direct Plan	1000	1000	7.88%
UTI Credit Risk Fund - Direct Plan	1000	1000	-5.15%

Top 10 Holdings

Company	Holding Type	Asset(%)
Repo	Cash - Repurchase Agreement	30
Treps	Cash - Repurchase Agreement	25
Amanta Healthcare Limited	Bond - Corporate Bond	19
Manappuram Finance Limited	Bond - Corporate Bond	10
Net Receivables / (Payables)	Cash	8
Au Small Finance Bank Limited	Cash - CD Time Deposit	4
Amanta Healthcare Limited	Bond - Corporate Bond	2
L&T Finance Limited	Bond - Corporate Bond	1
Accelarating Education And Development Private Limited	Bond - Corporate Bond	1
Accelarating Education And Development Private Limited	Bond - Corporate Bond	1

Asset Allocation(%)

Asset	Percent
Cash - Repurchase Agreement	55
Bond - Corporate Bond	34
Cash	8
Cash - CD Time Deposit	4

Sector Allocation(%)

Sector	Percent
Cash - Repurchase Agreement	55
Bond - Corporate Bond	34
Cash	8
Cash - CD Time Deposit	4

Fund Manager

Alok Singh

6+ 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@boiaxa-im.com

Phone

1800 - 102 - 4444

Address

BOI AXA 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