Formerly Bharti AXA S/T Income Reg Gr
₹ 16.9837
NAV (Mar 02)
Neutral
However, Scripbox does not recommend investing in short term mutual funds.
Short Term Funds invest in debt and money market instruments such that the duration of the portfolio is between 1 to 3 years.This exposes them to higher variations when interest rates change.
The category is one of the largest categories within the Debt Segment (9% of the total assets).
We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher credit risk and higher interest rate risk.
Track Record
13 Years. The Fund has Sufficient history for analysis and the track record is good.
Relative Size
29 Cr. Negligible within the category
Impact of Interest Rate Changes
High Interest Rate Risk. The impact on fund value is high when interest rates change
Credit Quality Of Fund's Portfolio
Moderate Credit Risk. The fund has a moderate credit quality compared to other debt funds
Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
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Scheme Information
The Scheme seeks to generate income and capital appreciation by investing in a diversified portfolio of debt and money market securities. However,there can be no assurance that the income can be generated,regular or otherwise,or the investment objectives of the Scheme will be realized.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Moderate Risk
1.1 %
Expense Ratio
Dec 18, 2008
Launched (13y ago)
₹ 29
AUM in Crores
INF761K01579
ISIN
No Lock-in
Lock-in
CRISIL Short Term Bond Fund TR INR
Benchmark
₹ 0
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
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.
Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
Comparison with Debt Funds
Ultra Short
Recommended
Top Ranked
17 Years
Age
Track Record
Liquid
Recommended
Top Ranked
17 Years
Age
Track Record
Ultra Short
Recommended
Top Ranked
22 Years
Age
Track Record
Low Duration
Recommended
Top Ranked
19 Years
Age
Track Record
Liquid
Recommended
Top Ranked
18 Years
Age
Track Record
About the AMC
BOI AXA Investment Mngrs Private Ltd
BOI AXA Investment Mngrs Private Ltd manages assets worth 2,275 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.
Tax Saving
Top Ranked
₹ 368 Cr
Fund Size
13.2%
3Y returns
Liquid
Top Ranked
₹ 368 Cr
Fund Size
5.8%
3Y returns
Liquid
Top Ranked
₹ 368 Cr
Fund Size
N/A
3Y returns
Tax Saving
Top Ranked
₹ 368 Cr
Fund Size
12.4%
3Y returns
Ultra Short
Top Ranked
₹ 382 Cr
Fund Size
6.5%
3Y returns
Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
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BOI AXA S T Income fund (G) is a short term debt fund and has delivered an annualised return of 4.4% over a period of 13 years .The fund was previously known as Bharti AXA S/T Income Reg Gr.The fund is managed by BOI AXA Investment Mngrs Private Ltd.The fund managers are Alok Singh, Amit Modani
The Scheme seeks to generate income and capital appreciation by investing in a diversified portfolio of debt and money market securities. However,there can be no assurance that the income can be generated,regular or otherwise,or the investment objectives of the Scheme will be realized. However, there is no assurance that the objective of the scheme will be realized.
The BOI AXA S T Income fund (G) fund was launched on Dec 18, 2008. The NAV (Net Asset Value) of this short term debt as of 2021-03-02 is ₹ 16.9837. The total AUM (Asset Under Management) of the fund as of 2021-03-03 is ₹ 28.568. The category risk of the BOI AXA S T Income fund (G) fund is Moderate Risk. The fund charges 1.1 % as expense ratio.
The fund’s highest allocation is towards others and has invested 60.4% in this asset class. The top three holdings of the fund are bharat petroleum corporation limited,rec limited and power grid corporation of india limited
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 0 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.
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 Short Term Bond Fund TR INR.
BOI AXA S T Income fund (G) has a score of 2 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, BOI AXA S T Income fund (G) has a score of 1 out of 5. The credit risk of the fund is 3 out of 5 as compared to other debt funds.