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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
Expense Ratio	0.81%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 30
AMC AUM (in Crs.)	₹ 3,626
Min Addition Subscription	₹ 1,000

Benchmark Type

CRISIL Short Term Bond Fund TR INR

Exit Load

No Exit load, if redeemed after 0 years.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Franklin India Short Term Income Plan - Direct Plan	5000	5000	4.7%
PGIM India Short Maturity Fund - Direct Plan	1000	1000	4.03%
Baroda S/T Bond - Direct Plan	0	0	7.32%
IDBI Short Term Bond - Direct Plan	1000	5000	7.59%
Indiabulls Short Term Fund - Direct Plan	1000	500	5.67%
Kotak Bond Fund Short Term Plan - Direct Plan	1000	1000	8.26%
ICICI Prudential Short Term Fund - Direct Plan	1000	1000	8.66%

Top 10 Holdings

Company	Holding Type	Asset(%)
Treps	Cash - Repurchase Agreement	33
5.63% Govt Stock 2026	Bond - Gov't Treasury	17
Bharat Petroleum Corporation Ltd.	Bond - Corporate Bond	9
Small Industries Development Bank Of India	Bond - Corporate Bond	8
L&T Finance Limited	Bond - Corporate Bond	7
HDFC Bank Limited	Cash - CD Time Deposit	7
Axis Bank Limited	Cash - CD Time Deposit	7
National Bank For Agriculture And Rural Development	Bond - Corporate Bond	5
Housing Development Finance Corporation Ltd	Bond - Corporate Bond	3
182 DTB 06012022	Bond - Gov't Treasury	3

Asset Allocation(%)

Asset	Percent
Cash - Repurchase Agreement	33
Bond - Corporate Bond	32
Bond - Gov't Treasury	20
Cash - CD Time Deposit	13
Cash	2

Sector Allocation(%)

Sector	Percent
Cash - Repurchase Agreement	33
Bond - Corporate Bond	32
Bond - Gov't Treasury	20
Cash - CD Time Deposit	13
Cash	2

Fund Manager

Mithraem Bharucha

0+ 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