BOI AXA Credit Riskm Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Credit Opportunities
Benchmark Type
Crisil Composite Bond Index
Scheme AUM (in Crs.)
₹ 1602.08
Expense Ratio
1.91%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 5872
Min Subscription
₹ 5000
Min Addition Subscription
₹ 5000
Performance
Comparison
Portfolio
Details
Analysis
12.8889
(0.03 %)
NAV as on 2018-11-14
Returns
Fund
BOI AXA Credit Riskm Fund - Direct Plan
1 Year
-0.87%
3 Year
6.48%
AMC Details
amc launch date
Launch Date
31 Mar 2008
amc sponsor
Sponsor
NA
amc email
Email
service@boiaxa-im.com
amc phone
Phone
022 - 40479000
amc address
Address
BOI AXA Investment Managers Pvt. Ltd. B204, Tower 1, Peninsula Corporate Park, Ganpatrao Kadam, Mumbai 400055
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 will invest predominantly in corporate debt securities. There will be no exposure in the portfolio to dated Government Securities and State Development Loans.
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
5,985
Portfolio Value
-15
Total Returns