BOI AXA Short Term Income Fund-Direct Plan
The Scheme seeks to generate income and capital appreciation by investing in a diversified portfolio of debt and money market securities. However, there can be no assurance that the income can be generated, regular or otherwise, or the investment objectives of the Scheme will be realized.
Suitability
Regular income over short to medium term.
• Investment in Debt / Money Market Instruments / Govt. Securities with portfolio average maturity not exceeding 5 years
Fund Info
Scheme Type
Open-ended
Scheme Category
Short Duration
Benchmark Type
Crisil Short-Term Bond Index
Scheme AUM (in Crs.)
₹ 156.32
Expense Ratio
0.56%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 4173
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Short Duration |
| Benchmark Type | Crisil Short-Term Bond Index |
| Scheme AUM (in Crs.) | ₹ 156.32 |
| Expense Ratio | 0.56% |
| Scheme Class | Debt |
| AMC AUM (in Crs.) | ₹ 4173 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
Piramal Finance Pvt. Ltd.
Debenture
8.29
Coffee Day Natural Resources Pvt Ltd.
Debenture
7.90
Piramal Enterprises Ltd.
Bonds
7.77
Aadhar Housing Finance Ltd.
SO
7.64
Power Finance Corpn. Ltd.
Debenture
7.64
National Bank For Agriculture & Rural Development
Bonds
6.25
Sintex-BAPL Ltd.
Debenture
6.05
Sintex-BAPL Ltd.
Debenture
5.99
Rural Electrification Corpn. Ltd.
Bonds
10.46
Dewan Housing Finance Corpn. Ltd.
Debenture
10.14
Asset Allocation(%)
Structured Obligation
7.64
Debenture
52.21
CBLO
4.04
Central Government Loan
3.20
Bonds
27.19
BOI AXA Mutual Fund
AUM
₹4,173 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.
Launch Date
31 Mar 2008
Sponsor
NA
Email
service@bharti-axalife.com
Phone
1800 - 102 - 4444
Address
BOI AXA Mutual Fund, -
BOI AXA Mutual Fund
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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