BOI AXA S/T Income - 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 Class | Debt |
| Scheme Category | Short Duration |
| Benchmark Type | CRISIL Short Term Bond Fund TR INR |
| Expense Ratio | 0.55% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 52 |
| AMC AUM (in Crs.) | ₹ 3,626 |
| Min Addition Subscription | ₹ 1,000 |
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 5000 | 5000 | 8.45% | |
| 1000 | 1000 | 5.17% | |
| 0 | 0 | 8.55% | |
| 1000 | 5000 | 4.95% | |
| 1000 | 500 | 7.2% | |
| 1000 | 1000 | 8.0% | |
| 1000 | 1000 | 8.06% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| Aadhar Housing Finance Limited | Bond - Corporate Bond | 19 |
| Net Receivables / (Payables) | Cash | 12 |
| Cblo | Cash - Collateral | 11 |
| Indian Railway Finance Corporation Limited | Bond - Corporate Bond | 10 |
| 7.26% Govt Stock 2029 | Bond - Gov't Treasury | 10 |
| BHARAT PETROLEUM CORPORATION LIMITED | Bond - Corporate Bond | 10 |
| 7.17% Govt Stock 2028 | Bond - Gov't Treasury | 10 |
| REC LIMITED | Bond - Corporate Bond | 10 |
| Coffee Day Natural Resources Private Limited | Bond - Corporate Bond | 9 |
| HOUSING DEVELOPMENT FINANCE CORPORATION LIMITED | Cash - Commercial Paper | 9 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Bond - Corporate Bond | 72 |
| Bond - Gov't Treasury | 20 |
| Cash | 12 |
| Cash - Collateral | 11 |
| Cash - Commercial Paper | 9 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Bond - Corporate Bond | 72 |
| Bond - Gov't Treasury | 20 |
| Cash | 12 |
| Cash - Collateral | 11 |
| Cash - Commercial Paper | 9 |
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.
Email
Phone
1800 - 102 - 4444
Address
B/204, Tower 1, Peninsula Corporate Park,,Ganpatrao Kadam Marg, Lower Parel, Mumbai 400013, Mumbai - 400013
BOI AXA Mutual Fund
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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