Good morning :)
Switch to
Add to Watchlist

BOI AXA Short Term Income Fund

Growth
DebtShort Duration Fund
Small-size FundAssets Under Mgmt: ₹ 39 Cr
Moderate RiskPrinciple investment will be at moderate risk
21.570.05% (0.01)

Price Chart

High
Low
Returns
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
Loading...
1M
6M
1Y
3Y
5Y
Max
SIP
Investment Checklist

Returns
Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Other Funds in the same category are generating better returns

Expense Ratio
Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Hefty expense ratio implies reduced returns over the long term

Return vs FD Rates
If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has not been able to generate better price return than bank FD

Red Flags
We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

DebtShort Duration Fund
Small-size FundAssets Under Mgmt: ₹ 39 Cr
Moderate RiskPrinciple investment will be at moderate risk

Key Metrics

Expense RatioExpense Ratio
0.87
No LabelNo Label
4.88
No LabelNo Label
0.88
No LabelNo Label
0.32
No LabelNo Label
5.59
No LabelNo Label
-0.97

About Short Duration Fund

Short duration funds are debt funds. They invest in short term debt securities for the duration between 1 to 3 years. They generally offer stable returns for moderate risks.

Scheme Info

PlanPlan
Growth
Lock inLock in
0 yrs
Exit LoadExit Load
0.00%
Min. SIPMin. SIP
Min. LumpsumMin. Lumpsum
₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark
Crisil Short Term Bond Fund Index

Tax Implications

Investment period < 3 years

Gains are added to taxable income and taxed according to the individual's income tax slab

Investment period > 3 years

Gains are taxed at 20% with indexation benefit

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Annual Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab
Loading...
After indexation
Indexation is used to adjust the purchase price of an investment to reflect the effect of inflation on it
Learn more

Invested

₹—

+

Returns (0%)

₹—

-
Tax (undefined%)

₹—

You make

₹—

Fund ManagerRead more 

Exp:

 | 

#Funds: 4

Know More

AMC profile

BOI AXA Investment Managers Private Limiteda is a joint venture between one of the largest Public Sector Banks in India, the Bank of India or BOI, and the AXA Investment Managers group, one of the world’s largest asset management and investment corporations.

  • No.of Schemes

    17

  • Total AUM

    ₹ 2,934.20 Cr.

Tickertape provides data, information & content for Indian stocks, mutual funds, ETFs & indices.

Prices might be delayed by a few minutes© Tickertape 2022