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  • BOI AXA Liquid Fund of Income Dist cum Cap Wdrl (RIDCW-W)

Formerly BOI AXA Liquid Reg Wk DR

BOI AXA Mutual Funds

BOI AXA Liquid Fund of Income Dist cum Cap Wdrl (RIDCW-W)

DebtLiquid

Top Ranked

1001.3878

NAV (Oct 26)

4%
3 Year CAGR
Scripbox Opinion

Top Ranked

These are the top-ranked funds within liquid mutual funds.However, Scripbox does not recommend investing in liquid mutual funds.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

13 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

354 Cr. Small within the category

Impact of Interest Rate Changes

Low Interest Rate Risk. The impact on fund value is quite low when interest rates change

Credit Quality Of Fund's Portfolio

Lowest Credit Risk. The fund has a very high credit quality compared to other debt funds

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Emergency Money

Invest in a scientifically curated set of liquid funds which are best aligned towards achieving any objectives where liquidity and stability are the priority.

  • graph-icon-gray
    Historical growth rate of 6.5% per annum
  • graph-icon-gray
    Recommended Duration 1 - 5 years
  • graph-icon-gray
    No Lock-in
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    Emergency

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Historical NAV

1001.3878

NAV (Oct 26)

Fund Returns

Last 1Y
3.1%
Last 3Y
4%
Last 5Y
4.3%
Last 10Y
5.3%
Since Inception
5.1%
6 Month CAGR
1.6%
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Scheme Information

Investment 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. There is no assurance that the investment objective of the scheme will be achieved.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Low to Moderate Risk

Expense Ratio
0.21
Launched (13y ago)
Jul 16, 2008
AUM in Crores
353.769
ISIN
INF761K01CP1
Lock-in
No Lock-in
Benchmark
CRISIL Liquid Fund TR INR
SIP Minimum
0
Lumpsum Min.
5000
Fund Managers
user-avatar

Alok Singh

Fund Manager

user-avatar

Mithraem Bharucha

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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Emergency Money

Invest in a scientifically curated set of liquid funds which are best aligned towards achieving any objectives where liquidity and stability are the priority.

  • Inflation beating returns
    Inflation beating returns
  • Emergency
    Emergency
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    One click investing tracking
comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
Kotak Savings Fund (G)

Kotak Savings Fund (G)

recommended-badge

₹ 13,509 cr

5

recommended-badge

₹ 33,192 cr

5

recommended-badge

₹ 11,590 cr

5

recommended-badge

₹ 33,722 cr

5

recommended-badge

₹ 22,849 cr

5

amc-icon

About the AMC

BOI AXA Investment Mngrs Private Ltd

BOI AXA Investment Mngrs Private Ltd manages assets worth 2,580 crores and was set up on 12 April 2007. It's current offering of mutual fund schemes includes 29 equity,24 debt and 25 hybrid funds.

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  • tel-amc-about
    022-40479000
  • mail-amc-about
    service@boiaxa-im.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    4.8%

    6.8%

    top-ranked-badge

    32.6%

    20.8%

    top-ranked-badge

    0%

    0%

    top-ranked-badge

    31.8%

    20.1%

    top-ranked-badge

    5.5%

    7.4%

    growth

    Emergency Money

    Invest in a scientifically curated set of liquid funds which are best aligned towards achieving any objectives where liquidity and stability are the priority.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Emergency
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Axis Liquid Fund (Growth)

    Axis Liquid Fund (Growth)

    Debt

    Liquid

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers are millionaires
    We thrive on trust.

    We match your objectives to the right portfolio. World-class wealth management using science, data and technology, leveraged by our experience, and human touch. Get started with your wealth creation without worry.

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    Investing has helped me dream bigger for my life
    Dr. Shraddha BahirwaniSr. Dental Consultant

    About BOI AXA Liquid Fund of Income Dist cum Cap Wdrl (RIDCW-W)

    About BOI AXA Liquid Fund of Income Dist cum Cap Wdrl (RIDCW-W)

    BOI AXA Liquid Fund of Income Dist cum Cap Wdrl (RIDCW-W) is a Liquid Debt fund and has delivered an annualised return of 5.1% over a period of 13 years. The fund was previously known as BOI AXA Liquid Reg Wk DR . The fund is managed by BOI AXA Investment Mngrs Private Ltd. The fund managers are Alok Singh, Mithraem Bharucha

    BOI AXA Liquid Fund of Income Dist cum Cap Wdrl (RIDCW-W) Investment 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. There is no assurance that the investment objective of the scheme will be achieved. . However, there is no assurance that the objective of the scheme will be realized.

    BOI AXA Liquid Fund of Income Dist cum Cap Wdrl (RIDCW-W) NAV,AUM,Risk

    The BOI AXA Liquid Fund of Income Dist cum Cap Wdrl (RIDCW-W) fund was launched on Jul 16, 2008. The NAV (Net Asset Value) of this Liquid Debt fund as of 2021-10-26 is ₹1001.39. The total AUM (Asset Under Management) of the fund as of 27/10/2021 is ₹353.769. The category risk of the BOI AXA Liquid Fund of Income Dist cum Cap Wdrl (RIDCW-W) fund is Low to Moderate Risk. The fund charges 0.21 % as expense ratio.

    BOI AXA Liquid Fund of Income Dist cum Cap Wdrl (RIDCW-W) Holdings

    The fund’s highest allocation is towards Others and has invested 100% in this asset class. The top three holdings of the fund are , treps , repo , housing development finance corporation limited , indian oil corporation limited , berger paints india limited , indusind bank limited , 182 dtb 25112021 , reliance industries limited , godrej agrovet limited , 364 dtb 06012022 , 364 dtb 30122021 , reliance jio infocomm limited , manappuram finance limited , hdb financial services limited , indian railway finance corporation limited , net receivables / (payables)

    BOI AXA Liquid Fund of Income Dist cum Cap Wdrl (RIDCW-W) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

    BOI AXA Liquid Fund of Income Dist cum Cap Wdrl (RIDCW-W) Investment volatility and Horizon

    This fund is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Liquid Fund TR INR.

    BOI AXA Liquid Fund of Income Dist cum Cap Wdrl (RIDCW-W) Review

    BOI AXA Liquid Fund of Income Dist cum Cap Wdrl (RIDCW-W) has a score of 4 on a scale of 5. The fund has a score of 4 out of 5 based on historical performance. As compared to the other funds in its category, BOI AXA Liquid Fund of Income Dist cum Cap Wdrl (RIDCW-W) has a score of 2out of 5 The credit risk of the fund is 5 out of 5 as compared to other debt funds.

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