BOI AXA Ultra Short Duration Fund- Direct Plan

Scheme Type
Open-ended
Scheme Category
Ultra Short Duration
Benchmark Type
Crisil Liquid Fund Index
Scheme AUM (in Crs.)
₹ 499.19
Expense Ratio
0.33%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 4173
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
2258.7773
(0.01 %)
NAV as on 2019-01-18
Returns
Fund
BOI AXA Ultra Short Duration Fund- Direct Plan
1 Year
7.94%
3 Year
8.47%
5 Year
8.77%
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
Moderately Low
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 deliver reasonable market related returns with lower risk and higher liquidity through portfolio of debt and money market instruments. The Scheme is not providing any assured or guaranteed returns.
Suitability
Regular income over short term.
• Investment in Debt and Money Market Instruments
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,140
Portfolio Value
140
Total Returns