BOI AXA Short Term Income - Direct (G)

BOI AXA Short Term Income - Direct (G)

AMC Name: BOI AXA Mutual Fund

Riskometer

Moderate

Investment Objective

Bench Mark S&P BSE Sensex
Fund Manager Nitish Gupta
Fund Horizon OPEN
Inception Date 03-Jan-2013
Scheme AUM(CR) ` 47.33
Minimum SIP/LUMPSUM ` 1000/ ` 1000
Increment SIP/LUMPSUM ` 100/ ` 100
SIP Dates ANY
Entry Load NIL
Exit Load Nil
Expense Ratio 0.55

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 0.48% 2.23%
3 Month 2.08% 9.70%
6 Month -12.53% 3.19%
1 Year -12.86% 14.14%
3 Year -0.27% 15.38%
5 Year 3.91% 8.46%
Since Inception 5.41% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others