BOI AXA Short Term Income Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Short Term
Benchmark Type
Crisil Short-Term Bond Index
Scheme AUM (in Crs.)
₹ 192.08
Expense Ratio
0.58%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 5872
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
20.5955
(0.02 %)
NAV as on 2018-11-16
Returns
Fund
BOI AXA Short Term Income Fund - Direct Plan
1 Year
5.72%
3 Year
8.09%
5 Year
8.99%
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
N.A.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The scheme seeks to generate reasonable returns by investing in debt and money market instruments. The scheme would not be investing more than 70% into securities having average maturity of more than 370 days.
Suitability
Regular income over short to medium term.
• Investment in Debt / Money Market Instruments / Govt. Securities with portfolio average maturity not exceeding 5 years
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,101
Portfolio Value
101
Total Returns