BOI AXA Credit Risk Direct

Scheme Type
Open-ended
Scheme Category
Credit Opportunities
Benchmark Type
Crisil Composite Bond Index
Scheme AUM (in Crs.)
₹ 1017.01
Expense Ratio
1.79%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 4173
Min Subscription
₹ 5000
Min Addition Subscription
₹ 5000
Performance
Comparison
Portfolio
Details
Analysis
13.1731
(0 %)
NAV as on 2019-01-18
Returns
Fund
BOI AXA Credit Risk Direct
1 Year
0.05%
3 Year
6.87%
AMC Details
amc launch date
Launch Date
31 Mar 2008
amc sponsor
Sponsor
NA
amc email
Email
amc phone
Phone
022 - 40479000
amc address
Address
BOI AXA Mutual Fund, -
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderate
Exit Load
Exit load of 4% if redeemed within 12 months, 3% if redeemed after 12 months but within 24 months and 2% if redeemed after 24 months but within 36 months.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
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.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,001
Portfolio Value
1
Total Returns