BOI AXA Equity Debt Rebalancer Direct
The Scheme aims at generating long term returns with lower volatility by following a disciplined allocation between equity and debt securities. The equity allocation will be determined based on the month end P/E ratio of the Nifty 50 Index. There is no assurance that the investment objectives of the Scheme will be realized and the Scheme does not assure or guarantee any returns.
Suitability
equity market valuations.
• Investor should consult their financial advisor if they are not clear about the suitability of the product.
Fund Info
Scheme Type
Open-ended
Scheme Category
Dynamic Asset Allocation
Benchmark Type
Crisil Short-Term Bond Index
Scheme AUM (in Crs.)
₹ 197.32
Expense Ratio
1.88%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 4173
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Dynamic Asset Allocation |
| Benchmark Type | Crisil Short-Term Bond Index |
| Scheme AUM (in Crs.) | ₹ 197.32 |
| Expense Ratio | 1.88% |
| Scheme Class | Hybrid |
| AMC AUM (in Crs.) | ₹ 4173 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
RBL Bank Ltd.
Fixed Depo
5.46
Maruti Suzuki India Ltd.
Equity
3.99
Titan Company Ltd.
Equity
3.68
RBL Bank Ltd.
Fixed Depo
3.64
Dr. Reddy's Laboratories Ltd.
Equity
3.34
Sintex-BAPL Ltd.
Debenture
3.11
DLF Ltd.
Equity
3.09
Sintex-BAPL Ltd.
Debenture
3.08
Sintex-BAPL Ltd.
Debenture
3.05
Dewan Housing Finance Corpn. Ltd.
Debenture
2.90
Sector Allocation(%)
Sector
Percent
Automobile
8.86
FMCG
1.35
Cons Durable
1.29
Healthcare
1.26
Financial
11.15
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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